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Made in

English
Last updated at

Sat, 12-Sep-2026
Level
Intermediate
Total lessons

3
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

76
Avg rating
Short description
A personal financial planning and advisory certification for financial advisors, MFDs, insurance professionals, relationship managers and students — built to turn product conversations into structured, suitability-led financial advice.
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Requirements
  • No minimum educational requirement, but a bachelor’s degree can be beneficial
Outcomes
  • Understand the key principles of personal financial planning and wealth management.
  • Set financial goals using financial mathematics and life-cycle planning.
  • Develop personalized investment plans based on client financial goals.
  • Apply asset allocation and portfolio management concepts.
  • Understand portfolio rebalancing and portfolio review techniques.
  • Evaluate equity, debt, income, growth, protection, and retirement products.
  • Apply tax planning concepts including capital gains, deductions, rebates, and exemptions.
  • Develop client advisory skills to deliver goal-based financial solutions.
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