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About the Course:
The Certificate Course on Wealth Management and Financial Planning is designed to equip professionals with the essential knowledge and practical skills required to navigate today dynamic financial landscape. Covering core areas such as financial planning, behavioural finance, equity and bond investments, portfolio management, artificial intelligence in wealth management, and alternative investment strategies, the course blends theory with hands-on simulations to ensure comprehensive learning.
Key Benefits-
- Gain an understanding of financial planning, investment strategies, and wealth creation tools
- Learn to construct, analyze, and manage diverse portfolios with a balance of risk and return
- Exposure to latest trends in AI-driven wealth management, robo-advisory, and predictive analytics
- Develop expertise in alternative investments such as real estate, private equity, and hedge funds
- Enhance professional credibility and career prospects in wealth management, financial planning, and advisory services
- Apply behavioural finance principles to overcome biases in investment decisions
Course Fees : Rs. Rs. 6000/- + GST (Virtual Mode)
Date: 05.02.2026 - 18.02.2026
Timings: 03:00PM to 6:00PM
Registration Link: ICAI
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