Who would benefit?
All Active Members of ICAI
Course format
Certificate Courses
Hub
Committee for Members in Practice(CMP)
Pre-requisites
Members of ICAI
About Course
14 Days Virtual Certificate Course in Wealth Management and Financial Planning on 23rd March to 5th April 2026
The Certificate Course on Wealth Management and Financial Planning is designed to equip professionals with the essential knowledge and practical skills required to navigate today's dynamic financial landscape. Covering core areas such as financial planning, behavioural finance, equity and bond investments, portfolio management, artificial intelligence in wealth management, and alternative investment strategies, the course blends theory with hands-on simulations to ensure comprehensive learning.
Certificate Course on Wealth Management and Financial Planning
What You Will Learn
Course Syllabus
This course comprises the following modules
Session Date and Time
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