Increased levels of wealth created by the individuals and brighter economic prospects for the future have substantially increased the demand for sound professional advise on investments, retirement, real estate and tax planning. Financial planning and financial advising is the process of assessing a person’s financial goals, taking into account his money savings and other assets to help one reach that goal.

Markets which were hitherto exclusive to banks and institutional treasuries have now opened up for public which in turn would imply that the financial advisors now, not only need to manage their own wealth but also have a key role in shaping the wealth profile of others. Thus, while there is no hard and fast rule for the job profile when it comes to designing or marketing financial instruments. Yet an individual should position him/herself to take full benefit in this rapid expanding securities market with minimal to no aid from a professional, thereby saving a huge amount.

This course is designed to help meet today’s needs for trained professionals and provides comprehensive information on a wide range of financial planning areas. It is hoped that the revised and updated courseware will be found useful by the candidates and assist them in their better financial planning.