Course details
Financial planning is a step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
Financial planning helps individuals determine their short and long-term financial goals and create a balanced plan to meet those goals. Tax planning, prudent spending and careful budgeting will help you
… + Read MoreCourse details
Financial planning is a step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
Financial planning helps individuals determine their short and long-term financial goals and create a balanced plan to meet those goals. Tax planning, prudent spending and careful budgeting will help you keep more of the earned cash. Financial planning plays a vital role in retirement planning.
Why should one take Certificate in Financial PlanningThis Course focuses on personal financial planning and is intended for finance and accounting professionals, investment professionals, insurance agents, mutual fund distributors and graduates wanting to excel in their chosen areas. It is also well suited for those who are already working and would like to take certification for further career progression. The certification covers taxation and investments relevant in India only.
Earning Vskills Certificate in Financial Planning Certification enables candidate to differentiate in today's competitive job market, broaden their employment opportunities by displaying their financial planning skills, and result in higher earning potential.
Candidate can also opt for freelance financial advisory and financial planning for high net-worth individuals.
The certification covers
- Financial Planning Basics
- Bitcoin and Blockchain
- NFT
- Risk Analysis and Evaluation
Who will benefit from taking Certificate in Financial PlanningFinancial planners, managers, senior executives in finance or accounts domain benefit immensely by opting for Vskills Certificate. Job seekers looking to find employment in accounts or finance departments of various companies, students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification.
Benefits of Certification- Government certification
- Certification valid for life
- Lifelong e-learning access
- Learning Hours: 10+ hrs
How It Works- Select Certification & Register
- Receive Online e-Learning Access (LMS)
- Take exam online anywhere, anytime
- Get certified & Increase Employability
Test Details- Duration: 60 minutes
- No. of questions: 50
- Maximum marks: 50, Passing marks: 25 (50%).
- There is NO negative marking in this module.
- Online exam.
TABLE OF CONTENTFinancial Planning Basics- What is financial planning
- Financial Planner skills
- Financial Planning Ethics
- Factors Influencing Financial Planning
- Time value of money
- Client Profiling
Investments- Equity Investments
- Debt Investments
- Alternate Investments
- Estate Planning
New Age Investments- Bitcoin and Blockchain
- NFT
Taxation- Taxation Basics
- Tax Planning
- Philanthropy
- Asset Allocation and Taxation
Risk Management- Risk Analysis and Evaluation
- Risk Management
- Insurance
Investment Evaluation- Retirement Planning
- Investment Analysis
- Financial Strategies Implementation and Review
Updated on 12 June, 2024 - Read LessAbout Vskills
Vskills is the largest certification body of India. We conducts skills testing and certification exam to improve employability. The certifications are quite popular and top companies hire Vskills certified professionals.
Companies have benefitted by hiring pre-certified candidates from Vskills and also use the certifications for their in house employee appraisals. Certification helps in distinguishing individuals to demonstrate their domain knowledge or skills needed for a specific profile. So a professional certification offers tangible benefits to both the individual and the employer.
Tests are conducted in a secure and unbiased manner, and certificates are awarded based on merit of the candidates who qualify tests.
Vskills certifications are for relevant qualifications that help students/employees quantify and prove those skills that are valued by the employer and are in great demand.
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