Financial Planning (Advanced)

Take your financial knowledge to the next level with our “Financial Planning (Advanced)” eLearning course. Designed for individuals with an understanding of basic financial concepts, this course delves into advanced topics such as goal prioritization, application of time value of money, building retirement corpus, and regulatory framework for SEBI registered investment advisers. Led by experts in the field, this course challenges you to explore complex financial scenarios using case studies, equipping you with the tools to navigate intricate financial landscapes. Whether you are a seasoned investor or an investment adviser looking to enhance your expertise, this course provides advanced insights to elevate your financial planning skills.

Certificate: Earn a Certificate upon successful completion

Flexible Timeline: Learn in accordance with your schedule

100% Online: Start now and learn from anywhere

Learning Hours: Approximately 3 hours to complete.

Learning Medium: 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

Course Content

This course is an extension of our Financial Planning (Basic) course and is suitable for anyone with a sound knowledge in financial planning. It covers a wide range of topics, from setting your financial goals to building your retirement corpus. Key modules include:

• How to set Financial Goals?

• How to Prioritize Financial Goals?

• Applications of Time Value of Money

• Building Retirement Corpus

• Regulatory Framework for SEBI RIAs

Learning Hours and Access Period

This course has approximately 3 hours of learning content including videos and assessments. To complete the course, you will be given access to the course content for 30 days from the date of your registration. If you are not able to complete the course within the access period of 30 days, you can re-register for the course and start from the beginning.

Assessment and Certificate

Candidates will be tested through an online Multiple-Choice Question-based assessment of 30 minutes immediately after the course. Candidates will need to score a minimum 60% in the online assessment to earn the certification. After successfully passing the assessment, candidate will be able to download the course Certificate.

Course Fee

The course fee is Rs. 1200 plus applicable taxes per candidate


1. How to register for the course?
To register for the course, click on the register button on the top right corner, next to FAQs.

2. How to pay the course fee?
During the registration, you will be prompted to pay online using Net Banking, Debit or Credit Cards, UPI, and Wallets.

3. What is the duration of the course?
The course has approximately 3 learning hours of content.

4. What is the access period for the course?
You will get access to the course content for 30 days from the date of your registration.

5. What if I am unable to complete the course within 30 days?
If you are not able to complete the course within the access period of 30 days, you can re-register for the course and start from the beginning.

6. Can I access the content in my mobile?
Yes, the course can be accessed through the mobile devices.

7. Can I download the content?
No, it cannot be downloaded.

8. Is there any proctored examination for this course?
No. However, there will be an end course MCQ type assessment.

9. Are there any passing criteria for this assessment?
A minimum of 60% marks is required to pass the assessment.

10. How will I get my certificate?
After successfully completing the course, you will be able to download the course Certificate.

11. How to get more information regarding this course?
For more information you can download the course prospectus, email or call 02192-668492/93

Download Brochure

Contact Us

Helpdesk: 02192-668492/8493

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

(Helpdesk will remain closed on public holidays).