About Course

  • This course prepares you to attain the qualification that can help you become a financial adviser.

    • It covers topics such as:

    • Financial services regulation and ethics.
    • Personal taxation.
    • Investment principles and risk.
    • Pensions and retirement planning.
    • Protection



Eligibilities

--- Finance and Banking ---

Financial Planning & Wealth Management - Level 4

Total Days
26 Days
+
Total Hours
170 Hours
Training Mode
Price


Your Achievement, Recognized

Successfully complete the Financial Planning Wealth Management - Level 4 Program and showcase your professional achievement with our certificate.

Financial Planning Wealth Management - Level 4 Certificate
Certificate awarded upon successful completion of the program

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Online BootcampPreferred
  • Flexi Pass Enabled: Flexibility to reschedule your cohort within first 90 days of access.
  • Live, online classroom training by top instructors and practitioners.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
Classroom TrainingPreferred
  • Customized Training Solutions: Tailor classroom sessions to your team's needs, with options for instructor-led or blended learning formats.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
  • Interactive Learning Environment: Engage with a simple, interactive setup that encourages active participation and hands-on learning.
Corporate Training
  • Customize the learning model according to your team's needs. Get digital material, instructor-led classes or both.
  • Get flexible pricing options according to your company's needs.
  • Simple and interactive Learning Management System (LMS).
  • Enterprise dashboard for individual learners or teams.
  • Learner support and assistance available 24/7.
  • One year access to high-quality self-paced eLearning content curated by industry experts.


Documents