Personal Finance & Wealth Management

"Build a strong foundation in personal finance, investment planning, and wealth management to make smarter financial decisions and achieve long-term financial goals. Learn practical strategies for managing money, investments, taxes, and retirement planning with a real-world approach."

Duration

30 Hours

Learning Mode

Online / Offline

Batches:

Weekdays / Weekends

Price:

₹ 9,999/-

Rating:

ENROLL NOW

Personal Finance & Wealth Management

Course Details

Investment products

  • Understanding market available products
  • Calculating product returns
  • Understanding Risk and rewards trade off

Strategy

  • Budgeting and Forecasting
  • Investment Strategy
  • Individual Risk and Money Needs
  • Psychology of Money
  • Retirement planning

Personal Tax

  • Personal Tax walk through
  • Tax saving strategy and products
  • Tax planning and review

Aspiring Financial Planning Professionals

Professional working in Family Offices

Professional from any Field

Retiring Employees

Delivery Methods

Offered in both in-person and live online formats.

Case Studies

Real-time case studies will be utilized to analyze and understand the complexities of financial statements across different industries and sectors.

Structured Learning:

A structured format will be provided to enhance the classroom learning experience.

Curated to give you an EDGE

Total Beta

Incorporating Alpha

H Model & Exit Multiplier

Contemporary Multiples

Premiums & Discounts

FAQs

1. Is this course suitable for beginners in financial modeling?

Yes! Our Financial Modeling course is designed to cater to both beginners and professionals. We start from the basics of Excel and financial statements, gradually building up to advanced financial models and valuation techniques.

2. Will I get hands-on practice during the course?

Absolutely! The course is focused on practical learning, where you'll build financial models from scratch using real-world case studies — exactly like what's used in the industry.

3. Do I need to know advanced Excel before joining?

No, prior knowledge of advanced Excel is not required. We cover all the necessary Excel functions and formulas used in financial modeling as part of the course.

4. How will this course help me in getting a job in finance?

Our curriculum is designed to make you job-ready with demonstrable skills. You'll learn to create actual financial deliverables like valuation models and business forecasts — highly valued by employers in investment banking, equity research, and corporate finance.

5. Will I get a certificate after completing the course?

Yes! You'll receive an industry-recognized certificate that can boost your resume and help you stand out in job applications.

Number crunch, shall we?

 ENROLL NOW  CALL NOW