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Made in

English
Last updated at

Sun, 06-Sep-2026
Level
Beginner
Total lessons

0
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

975
Avg rating
Short description
A goal-based financial planning certification for advisors, RIAs, bankers and distributors — built to move you from selling investments to running a proper financial planning process for your clients.
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Requirements
  • Candidates who have passed 12th standard are eligible to register for the course.
  • Graduation is mandatory to be eligible for certification.
Outcomes
  • Gain expertise in financial planning fundamentals
  • Building strong client-advisor relationships
  • Conducting data gathering and goal identification
  • Developing SMART financial goals
  • Assessing financial situations & give recommendations
  • Creating comprehensive financial plans
  • Incorporating risk management and insurance
  • Developing tailored investment plans
  • Communicating complex financial concepts clearly
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