Overview:

The Certificate courses in Financial Planning provides an overview of the financial planning process; relationship of financial planning to life transitions; using insurance & investments as a means of meeting financial objectives; integrating benefits into a financial plan; steps in tax & estate planning; retirement income management; and designing, implementing and communicating a comprehensive Financial Plan for an individual.

Course Deatils:

Learning methodology

• Learning : WBT +VBT™ + LVC + Assignments
• Assessment : Online examination

Contact Classes

• LVC would be scheduled for the benefit of registered students for doubt clearing, interaction with faculty
  and advanced learning of the topics covered in curriculum.
• Continuous online faculty support
• Discussion forum
• Live Chat

Mode
Distance Learning / online learning

Self-study (VBT™ + Books): Delivered via distance education, all subjects are self-contained with all the materials and resources needed to complete the subject easily by self-study. Each subject is available in a recorded classroom setting .Subjects can be commenced in the self-study mode at any time. The only requirement is for assignments to be submitted with in prescribed time frame.

Live Virtual Classroom: a more structured learning environment where a faculty will take a session on the specific topics for the comprehensive understanding of the subject by the students. This session would also be there for interaction with faculty. LVC study sessions are flexible with Q/A sessions being run continuously throughout the year.

Target Audience
These certifications are ideal for:

• New entrants to the financial services industry
• Students wanting to progress to CFP^CM Certification
• Professionals with interest in financial planning / wealth management / portfolio management.
• Current professionals working in Banks, PMS, Brokerage houses, & financial services firms.

Advantages of Certificate courses offered by financevarsity.com

• Complete coverage of contemporary syllabus
• Comprehensive yet interactive and engaging learning sessions
• Classes ANYTIME, ANYWHERE
• Doubt learning sessions through LVC & online Faculty support.
• Vast data bank of Multiple Choice Questions

Careerscope:

As a Wealth Manager in

• Banks
• Distribution houses
• Financial Planning Firms
• Brokerage Firms

As a Financial Planner in

• Life Insurance Companies
• Mutual Fund Companies
• Accounting/ Law Firms
• Financial Planning Firms
• Distribution houses

Assessment:

To complete each of the subjects, a student must successfully complete the:

• Assignment, and
• Exam

Pass percentage for online assignments and examination is 50% for each certificate.

If you are unsuccessful in an assessment, you will have the opportunity to:

• Re-submit the assignment
• Re-appear the exam