Financial Planning (Advanced)

Take your financial expertise to new heights with the Financial Planning (Advanced) course. Ideal for individuals with a basic understanding of finance, this course covers advanced topics such as goal prioritisation, time value of money, retirement planning, and the regulatory framework for SEBI-registered investment advisers.

Through case studies, you’ll gain the tools needed to navigate complex financial scenarios and enhance your financial planning skills.

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₹ 1200/-

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This course includes:

3 Hours of learning content

1 months access

Completion Certificate

English

Who Should Take This Course?

Investment advisers and Mutual fund distributors in AMCs, Banks, and Broking firms.

Students aspiring for a career in investment advisory.

Individual investors wanting to expand knowledge on personal financial planning.

Offered by: NISM

Assessment Test: Yes

Pass Percentage - 60%

What’s In It For You?

How to set Financial Goals?

How to Prioritize Financial Goals?

Applications of Time Value of Money

Building Retirement Corpus

Regulatory Framework for SEBI RIAs

Looking for Help?

Helpdesk

02192-668492/8493

Timings: Monday to Friday 9:30 AM till 5:30 PM

(Helpdesk will remain closed on public holidays).

elearning@nism.ac.in