This
course introduces learners to the core tools and strategies used in financial
planning and wealth management, building a strong foundation for managing both
personal and client finances. Students will develop practical skills in
portfolio management and investment analysis through real-world decision-making
approaches. The course also covers risk assessment, insurance planning, tax
optimization, and the essentials of creating long term financial security.
Learners will apply technical analysis and business statistics to interpret
market trends and evaluate opportunities with confidence. With a strong focus
on Indian financial systems, the curriculum includes retirement planning and
employee benefits, preparing learners for careers in wealth management and
financial advisory services.
