Upcoming Events

17th Batch – Certificate Course on Wealth Management and Financial Planning
(Empowering Professionals, Elevating Financial Wisdom)

Upcoming Event

Date & CPE Hours

25th May to 7th June 2026
CPE: 30 CPE hours 
Time : 11:00 AM to 02:00 PM

Venue

Virtual (Online)

Fees

₹ 6,000 + GST

The Certificate Course on Wealth Management and Financial Planning aims to equip professionals with essential knowledge and practical skills required to navigate the contemporary financial environment. The curriculum covers financial planning, behavioural finance, equity and bond investment strategies, portfolio management, AI applications in wealth management, and alternative investment avenues, supported by simulations and practical exercises.