Financial Planning

This course helps you to understand your financial goals and assists in growing, managing and protecting wealth. This course will also help to respond to the challenges posed by the changing nature of the Financial Services Industry,  Understanding the stages of the human life cycle, analyzing the clients' comfort zone for investment, Risk Tolerance, determining investment objectives etc..The course also helps in understanding various asset classes,and portfolio classification based upon the proportion of various asset classes. Understanding and designing an efficient frontier. Further, the course will give you an understanding of wealth creation, the methods and instruments involved as well as managing wealth using the various risk Adjusted return. By doing this course, we can also understand in balancing the portfolio bases on client risk profile, understanding return parameter like  'Holding Period Return', CAGR etc.

Course Outline:

Introduction to Financial Planning                                 

Risk Profiling: Classification of clients based on the Risk-return principle

Model Portfolios: Portfolio maintenance and rebalancing

Risk Adjusted Return: 'Risk Adjusted Return' measures such as Sharpe Ratio, Treynor Ratio etc.

Performance Attribution: Analyzing portfolio according to the asset class and the markets.

Course Fee: ₹ 5,899 (₹ 4,999 + ₹ 900 GST)

Course Duration: 5.57 hours

Target Audience:

• New Investors                                
• Trader                                     
• Brokers and Sub brokers                 
• Financial Service Professionals.
• Employees of Stock Brokers and Sub-Brokers
• Students
• Teachers
• Employees of BPO/IT Companies
• Investors
• Anybody having interest in the Stock market operations

Format/Delivery  Method:

Self Study/ Online Examination

Assessment:

The Assessment will be Online and will not be scored. A participation certificate would be provided. No Cut off marks 

Project Work:

NA

Certification:

Certificate of Participation