Financial Planning (Basic)

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Financial Planning (Basic) introduces the essentials of financial planning, covering topics like the financial planning process, risk management, investment planning, and the role of a SEBI-registered investment adviser.

Designed for beginners, it provides practical skills to help individuals and investment advisors secure financial well-being.

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₹1500/-
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This course includes:

5 Hours of learning content

1 months access

Completion Certificate

English

Who Should Take This Course?

The course is designed to build the capacity of.

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?

An Overview of Financial Planning

Risk Management and Insurance

Debt Management and Loans

Investment and Retirement Planning

Role of a SEBI Registered Investment Adviser

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