Description
Certification Name: Certificate in Financial Planning & Advisory Skills
Course Id: CFPAS/Q0001.
Eligibility: Graduation or Equivalent.
Objective: The Certificate in Financial Planning & Advisory Skills course is a comprehensive program aimed at preparing professionals to offer expert financial advisory services to individuals, families, and businesses. It blends technical financial knowledge with practical application and ethical decision-making to develop well-rounded consultants who can guide clients in achieving long-term financial security and wealth growth.
Duration: Three Month.
How to Enroll and Get Certified in Your Chosen Course:
Step 1: Choose the course you wish to get certified in.
Step 2: Click on the “Enroll Now” button.
Step 3: Proceed with the enrollment process.
Step 4: Enter your billing details and continue to course fee payment.
Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.
Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.
Step 7: Once you complete the course, take the online examination.
Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.
Step 9: After certification, you will be offered job opportunities aligned with your area of interest.
Online Examination Detail:
Duration- 60 minutes.
No. of Questions- 30. (Multiple Choice Questions).
Maximum Marks- 100, Passing Marks- 40%.
There is no negative marking in this module.
| Marking System: | ||||||
| S.No. | No. of Questions | Marks Each Question | Total Marks | |||
| 1 | 10 | 5 | 50 | |||
| 2 | 5 | 4 | 20 | |||
| 3 | 5 | 3 | 15 | |||
| 4 | 5 | 2 | 10 | |||
| 5 | 5 | 1 | 5 | |||
| 30 | 100 | |||||
| How Students will be Graded: | ||||||
| S.No. | Marks | Grade | ||||
| 1 | 91-100 | O (Outstanding) | ||||
| 2 | 81-90 | A+ (Excellent) | ||||
| 3 | 71-80 | A (Very Good) | ||||
| 4 | 61-70 | B (Good) | ||||
| 5 | 51-60 | C (Average) | ||||
| 6 | 40-50 | P (Pass) | ||||
| 7 | 0-40 | F (Fail) | ||||
Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:
Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.
Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.
Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.
Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.
Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.
Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.
Assessment Modules:
Module 1: Fundamentals of Financial Consulting: Role and Responsibilities of a Financial Consultant, Understanding Client Needs and Financial Goals, Financial Planning Process and Strategy, Ethics and Professional Conduct, Regulatory Environment in Financial Services, Financial Advisory vs. Financial Consulting.
Module 2: Personal Financial Planning: Budgeting and Cash Flow Management, Emergency Fund Planning, Goal-Based Financial Planning, Risk Profiling and Suitability, Time Value of Money and Inflation Adjustment, Creating a Personal Financial Roadmap.
Module 3: Investment and Portfolio Management: Types of Investment Instruments – Equity, Bonds, Mutual Funds, Portfolio Construction and Diversification, Asset Allocation Models, Investment Risk and Return Analysis, Behavioral Finance in Investment Decisions.
Module 4: Insurance and Risk Management: Types of Insurance – Life, Health, General, Assessing Risk Exposure and Insurance Needs, Insurance Product Evaluation, Claim Procedures and Documentation, Tax Benefits of Insurance Policies, Role of Insurance in Wealth Protection.
Module 5: Tax and Retirement Planning: Overview of Indian Taxation System, Tax-saving Instruments and Deductions (Section 80C, etc.), Tax Filing and Compliance, Retirement Planning Strategies, Pension and Provident Fund Schemes, Post-retirement Income and Withdrawal Options.
Module 6: Estate Planning and Financial Advisory Practice: Wills, Trusts and Nomination, Wealth Transfer Strategies, Power of Attorney and Legal Documents, Financial Plan Presentation and Review, Client Relationship Management and Communication, Case Studies and Use of Financial Planning Tools.
Job Opportunities after Certificate in Financial Planning & Advisory Skills
Graduates can pursue careers in financial advisory, corporate finance, investment firms, banking, and independent consultancy, focusing on financial planning, investment advisory, risk management, taxation, wealth management, and corporate finance. They can work with individuals, businesses, and high-net-worth clients across diverse financial sectors.
Top Roles: Financial Consultant, Investment Consultant, Corporate Financial Consultant, Tax & Compliance Consultant, Wealth Management Consultant, Financial Planning Analyst, Independent Financial Consultant, Senior Financial Consultant
Key Skills: Financial planning, investment advisory, portfolio management, risk assessment, taxation, wealth management, corporate finance, client relationship management, regulatory compliance, market research, strategic decision-making, analytical thinking, problem-solving
Salary Range (India):
- Entry-level: ₹4–8 LPA
- Mid-level: ₹8–20 LPA
- Senior-level: ₹20–50 LPA+
Scope: Opportunities exist in banks and private banking units, financial advisory and wealth management firms, investment firms, corporate finance and consulting organizations, and independent advisory services. Salaries vary depending on experience, client portfolio, organization type, and certifications, with senior roles offering high earning potential and strong career growth opportunities.
