Financial Planning and Wealth Management
About this course
Build practical financial planning, investment, insurance, retirement, and tax planning skills for real-world wealth management. Learn how to create smarter financial plans, evaluate investments, manage risk, and make confident long-term money decisions. This Specialization helps learners develop a strong foundation in personal finance and core financial planning concepts. You’ll learn how to manage budgets, analyze debt, calculate time value of money, evaluate mutual funds, assess portfolio performance, and understand investment products such as shares, debt funds, real estate, government savings schemes, and SIPs. You’ll also explore insurance planning, risk management, retirement corpus estimation, pension structures, taxation, capital gains, estate planning, and wealth transfer strategies. Practical spreadsheet-based exercises help you apply financial calculations including future value, present value, loan payments, and amortization analysis. Through realistic financial planning case studies, you’ll learn how to assess client income, expenses, assets, liabilities, goals, and investment choices to build structured financial recommendations. By the end, you’ll be ready to apply financial planning frameworks for personal money management, investment analysis, retirement planning, tax-efficient wealth creation, and client advisory scenarios.
75/100
CourseAsk score
- What the provider tells you
- 39/45
- Who stands behind it
- 20/35
- How complete the listing is
- 16/20
Scores how much the provider publishes and who stands behind it — not how well it is taught.
What you'll learn
- create smarter financial plans
- evaluate investments
- manage risk
- calculate time value of money
- assess portfolio performance
- understand investment products
- explore insurance planning
- estimate retirement corpus
- analyze taxation and capital gains
Course objectives
- apply financial planning frameworks
- build structured financial recommendations
- assess client income and expenses
- manage budgets
- analyze debt
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