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Made in

English
Last updated at

Tue, 01-Sep-2026
Level
Intermediate
Total lessons

3
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

1
Avg rating
Short description
The CPFS® program is suitable for students and aspiring professionals who want to build practical skills in financial planning, investment advisory and wealth management. It is designed for learners from finance, commerce, business, economics and related fields.
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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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