Durationkeyboard_arrow_down
The programme is available in two duration modes:
1 month (Fast-track mode)
2 months (Standard mode)
Course Delivery keyboard_arrow_down

Online

Entry Requirementskeyboard_arrow_down

One of the following:

Course Contentkeyboard_arrow_down

The 'Certificate in Financial Planning and Wealth Management' is a comprehensive program designed to provide participants with a deep understanding of financial planning principles, wealth management strategies, and investment techniques. Key highlights of the curriculum include:

  1. Financial Planning Fundamentals: Explore the fundamentals of financial planning, including cash flow management, debt management, and goal setting.

  2. Investment Analysis and Portfolio Management: Learn how to analyze investment opportunities, construct diversified investment portfolios, and manage investment risks effectively.

  3. Retirement and Estate Planning: Understand the intricacies of retirement planning, including retirement income strategies, Social Security benefits, and pension plans. Explore estate planning techniques to preserve wealth and transfer assets efficiently.

  4. Tax Planning and Insurance: Explore tax-efficient investment strategies, tax planning techniques, and the role of insurance in financial planning.

  5. Ethics and Professional Standards: Gain insights into ethical considerations and professional standards in financial planning and wealth management practices.

The program combines theoretical knowledge with practical applications, providing participants with hands-on experience and real-world case studies to enhance their learning experience. By the end of the program, participants will have developed the skills and expertise needed to succeed in the competitive field of financial planning and wealth management

Assessment keyboard_arrow_down

The assessment is done via submission of assignment. There are no written exams.

Course fee keyboard_arrow_down
The fee for the programme is as follows:

1 month (Fast-track mode) - £140


2 months (Standard mode) - £90
Payment planskeyboard_arrow_down

Please find below available fee payment plans:

1 month (Fast-track mode) - £140


2 months (Standard mode) - £90


Accreditationkeyboard_arrow_down

Please Note:-

    Stanmore School of Business