Programme Curriculum

30 hours (4 weeks)


₹ 3,000/-

Learning Outcome

After completion of this course, participants are expected to be able to:

  1. Assess clients' financial situation and develop comprehensive financial plans based on their goals and needs.
  2. Analyze investment options and provide recommendations tailored to clients' risk tolerance and investment objectives.
  3. Understand and apply tax planning strategies to optimize clients' tax liabilities.
  4. Evaluate retirement planning options and develop strategies to help clients achieve their retirement goals.

Target Learners

  1. Basic understanding of mathematics, finance, and computer skills is often expected for Financial Planner micro course. Familiarity with spreadsheet software and financial calculators can prove beneficial.
  2. Management students as well as industry and banking professionals may find this micro course especially valuable.

Course Overview

The Financial Planner Micro Course is designed to provide participants with a comprehensive understanding of financial planning concepts, strategies, and tools. The course aims to equip individuals with the necessary skills to assist clients in managing their finances, achieving their financial goals, and making informed investment decisions.

Financial Planner

  1. Overview of financial planning process and its importance
  2. Regulatory and ethical considerations in financial planning
  3. Setting financial goals and understanding clients' needs

  1. Types of investments and their characteristics
  2. Risk and return analysis
  3. Portfolio construction and asset allocation

  1. Retirement savings vehicles and plans
  2. Estimating retirement needs and income sources
  3. Strategies for retirement income generation

  1. Tax laws and regulations
  2. Tax-efficient investment strategies
  3. Tax planning for individuals and businesses

Learners will learn from articles, case studies, PPTs, eLearning material, videos, practical activities, assignments, webinars as well as discussions with fellow learners and mentors.

Certificate of Completion will be awarded to those who obtain a minimum score of 50% in all quizzes.