Investment Planning for Individuals

Money has a time value and it has to be invested to get a return. Building wealth by investment needs expertise. This course offers the required skill and knowledge for maximum return through planning and investment policies. The viable investment options and managing the assets by understanding investor's requirements requires proper research in this domain. This course is aimed at financially literate with various avenues of investment and relate the investment option with the investors risk/return expectations.


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Money has a time value and it has to be invested to get a return. Building wealth by investment needs expertise. This course offers the required skill and knowledge for maximum return through planning and investment policies. The viable investment options and managing the assets by understanding investor's requirements requires proper research in this domain. This course is aimed at financially literate with various avenues of investment and relate the investment option with the investors risk/return expectations.

Course Objectives

  • Explain the various investment avenues
  • Relate the return with risk undertaken
  • Illustrate the selection and maintenance of Portfolio
  • Explain Tax benefit in investment

Learning Outcomes

  • Analyse the various investment avenues
  • Evaluate expected return for the  untaken risk
  • Identify the portfolio for investment
  • Recommend the alteration in portfolio with changing economic and socio-political situation
  • Plan investment based on the tax benefits

Who Should Attend?

Any Graduate

Learning Access

  • Handbooks
  • Lecture Slides
  • Videos
  • Quizzes

Course Duration

10 Weeks / 45 Hours

Examination

Exam Duration

90 Minutes

Number of Questions

45

Total Marks

100

Types of Questions

Multiple Choice Questions

Pass Percentage

50% (min)

Exam Pattern

Online

 

 

 

 

 

 

 

 

 

Certification

After completing this course and successfully passing the certification examination, the student will be awarded the “Investment Planning for Individuals” certification.

If a learner chooses not to take up the examination, they will still get a 'Participation Certificate' from iNurturePro.

  • Introduction to Indian Pension Reforms
  • Types of Retirement Plans
  • Retirement Need Analysis
  • Retirement Counselling
  • Investment Risk
  • Investment Returns
  • Debt Investments
  • Equity and Others
  • Asset Allocation
  • Portfolio rebalancing
  • 30 hours of high-quality eLearning (Self-paced)
  • End module assessments
  • 24x7 Online LMS

After the successful completion of this course, applicants can look for opportunities as:

  • Relationship Manager
  • Branch Manager
  • Wealth Manager
  • Operations Manager
  • Finance Manager
  • Financial Planner
  • Financial Planning Advisor
  • Analyst
  • Management Trainee