Certificate in Financial Planning

How It Works

  1. 1. Select Certification & Register
  2. 2. Receive Online e-Learning Access (LMS)
  3. 3. Take exam online anywhere, anytime
  4. 4. Get certified & Increase Employability

Test Details

  • Duration: 60 minutes
  • No. of questions: 50
  • Maximum marks: 50, Passing marks: 25 (50%).
  • There is NO negative marking in this module.
  • Online exam.

Benefits of Certification

$49.00 /-

Financial planning is a step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Financial planning helps individuals determine their short and long-term financial goals and create a balanced plan to meet those goals. Tax planning, prudent spending and careful budgeting will help you keep more of the earned cash. Financial planning plays a vital role in retirement planning.

Why should one take Certificate in Financial Planning

This Course focuses on personal financial planning and is intended for finance and accounting professionals, investment professionals, insurance agents, mutual fund distributors and graduates wanting to excel in their chosen areas. It is also well suited for those who are already working and would like to take certification for further career progression. The certification covers taxation and investments relevant in India only.

Earning Vskills Certificate in Financial Planning Certification enables candidate to differentiate in today's competitive job market, broaden their employment opportunities by displaying their financial planning skills, and result in higher earning potential.

Candidate can also opt for freelance financial advisory and financial planning for high net-worth individuals.

The certification covers
  • Financial Planning Basics
  • Bitcoin and Blockchain
  • NFT
  • Risk Analysis and Evaluation

Who will benefit from taking Certificate in Financial Planning

Financial planners, managers, senior executives in finance or accounts domain benefit immensely by opting for Vskills Certificate. Job seekers looking to find employment in accounts or finance departments of various companies, students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification.

Financial Planning Table of Contents


Financial Planning Interview Questions


Companies that hire Vskills Financial Planning Professionals

Fidelity, JP Morgan Chase, Kotak Mahindra, ICICI, HDFC hire financial planning professionals. Financial planners are in great demand. Companies specializing in portfolio management or insurance or mutual funds or financial investment management are constantly hiring skilled financial planners. Various public and private companies also need financial planners for their accounts or finance departments.

Financial Planning Related Blogs

Checkout the latest online blogs on Financial Planning.

Financial Planning Jobs

Checkout the various job openings for Financial Planning, click here..

Financial Planning Internships

Vskills runs its flagship internship program where bright interns work with academic council, click to know more details..

Apply for Certificate in Financial Planning

By Net banking / Credit Card/Debit Card

We accept Visa/Master/Amex cards and all Indian Banks Debit Cards. There is no need to fill the application form in case you are paying online.

Please click Buy Now to proceed with online payments.

  • Visa Card
  • Master Card
  • American Express
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Financial Planning Basics

  • What is financial planning
  • Financial Planner skills
  • Financial Planning Ethics
  • Factors Influencing Financial Planning
  • Time value of money
  • Client Profiling


  • Equity Investments
  • Debt Investments
  • Alternate Investments
  • Estate Planning

New Age Investments

  • Bitcoin and Blockchain
  • NFT


  • Taxation Basics
  • Tax Planning
  • Philanthropy
  • Asset Allocation and Taxation

Risk Management

  • Risk Analysis and Evaluation
  • Risk Management
  • Insurance

Investment Evaluation

  • Retirement Planning
  • Investment Analysis
  • Financial Strategies Implementation and Review

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