Course Content

• Key concepts of financial planning, risk profiling and identifying return requirements.
• Comprehensive understanding of asset classes, investment vehicles.
• In-depth understanding of MF including an overview of the MF industry in India.
• Insights into insurance products, suitability and evaluation
• Investment analysis and risk parameter techniques
• Portfolio performance and wealth creation reports
For details, download the course brochure.

Learning Hours and Access Period

This course has approximately 45 hours of learning content including videos, pdf content, module quizzes and assessments. To complete the course, you will be given access to the course content for 2 years from the date of your registration. If you are not able to complete the course within the access period of 2 years, you can re-register for the course and start from the beginning.