financial planning

Financial Planning and Wealth Management

Course Description

Financial Planning, being a process of formulating strategies to manage finances and lead towards a settled life, acts as a major drive behind its development as a subject. In order to review all the aspects of financial planning activities, this course offers an overview of major components of financial planning and is focused towards learning their practical application. 

Course Objective

The major objective behind designing this course is to equip students with the conceptual knowledge and skills to assess the complex financial situations and find an ideal solution with the wealth management tactics.  The course focuses on:

  • Acquainting students with processes and principles of financial services along with banking relationship management
  • Implement the subtle financial planning processes by following proper standards and ethics of wealth and financial management.
  • Know about the various rules and regulations needed to implement the financial plans.

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