Personal Financial Management

by Kredent Academy Claim Listing

Personal Financial Management is designed to empower participants with knowledge that will help them to do their personal financial management wisely and effectively helping them achieve higher returns to beat inflation on their investments.

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Course Details

Personal Financial Management Course is a combined course of Certification in Foundation of Capital markets and Certification in Financial Planning and Wealth Management. These courses are jointly certified by NSE Academy & Kredent Academy (NSE Academy is a subsidiary of National Stock Exchange of India).

Personal Financial Management is designed to empower participants with knowledge that will help them to do their personal financial management wisely and effectively helping them achieve higher returns to beat inflation on their investments.

With this course the student gets enough knowledge about Capital markets and products, and financial planning that they would start believing in their ability to generate desired return on their investments.

The objective is to equip the participant with necessary stock market theoretical and practical know-how so that students can apply the same in researching equity markets for wealth creation either directly or through indirect instruments.

It introduces you to the process of how to find and analyse companies, determine the risk of a stock investment or trade, proper entry and exit time of the stock, understand why markets move the way they do, and helps you choose the capital market trading style for your personal goals using correct approach to financial planning.

It shall also help the participants acquire the knowledge on process and products which are required to operate ethically and invest responsibly in the current highly regulated financial services markets. This programme will also help the participants to respond to the challenges posed by the changing nature of the financial products landscape.

They will be trained on the process and steps of selecting stocks and investing in stock markets, by covering in-depth concepts of Fundamental and Technical Analysis, Derivatives and IPO markets, financial planning, features of various products involved in implementing the plan, like, mutual funds, life insurance, structured products, bonds debentures and debt funds, taxation of various investment products apart from financial planning calculations in MS-Excel. The course covers live market case studies and discussions closest to the real world.

  • Kolkata Branch

    3 Pretoria street, 1st floor Opposite to Gyan Manch, Kolkata

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