Advanced Financial Planning & Wealth Management

This advanced Financial Planning course dives deep into mutual funds, insurance, tax strategies, and investment planning. Ideal for professionals seeking expert-level skills in managing and growing personal or client wealth.

Hindi, English Advance 4.8 (2,245 Reviews)

Financial Planning

Basics to Advance

The career opportunities after completing our Certificate in Financial Planning & Wealth Management include, but are not limited to:

Financial Advisor
Wealth Manager
Investment Analyst
Mutual Fund Specialist
Retirement Planner
Tax Consultant
Insurance Planner
Financial Planning Associate

On-demand Recorded Content

Full Live Class on weekends

Live Q&A of Weekdays

Comprehensive Reading Material

Investment Planning Toolkit

Interactive Case Studies & Quizzes

Capstone Wealth Management Project

Cv Building and job assistances

Program Fees

INR 30,000 (Inc. Taxes)*

What you’ll learn

How to analyze and invest in various types of mutual funds based on risk, return, and goals
Advanced insurance planning, including life, health, and asset protection strategies
Tax planning techniques to minimize liability and maximize post-tax returns
Retirement planning with SIPs, NPS, annuities, and pension funds
Portfolio diversification and asset allocation for long-term wealth creation
Financial goal setting, budgeting, and cash flow optimization
Estate planning fundamentals, including wills, nominations, and wealth transfer
How to use financial planning tools and software to build comprehensive plans

Course Requirements

No prior experience is required. We will start from the very basics.

Future Scope in Data Science

10,000+

Pay Scale

1,00,000+

Enrolled

$11.87Bn

Market By 2026

74%

In Demand Job

Our Expert Trainers

Darshan Ingle

AI & Data Science Coach

With 14+ years of experience, he has conducted training sessions in many corporations.

Vanita Kaushik

SQL & Python Training Expert | Data Science & Programming Coach

With 14+ years of experience in training, she has conducted many trainning sessions at Ira Skills.

Sadaf Tahir

Resume & Career Development Expert and AI-Powered Personal Branding Specialist

With 14+ years of experience in training, she has trained on Resume Building & Optimization, Infographic Resumes, Video Resumes, AI-Enhanced Resume writing.

Jitendra Bhatt

Certified Data Analytics Trainer

With 30+ years of experience, Jitendra sir has trained in IIM Calcutta, Quality Control of India (QCI), Axis Mutual Fund, Parul University, Gujarat, TATA Enterprise, and many more. Jitendra sir is proficient in Power BI, Excel and Google Sheets, as well as various features and tools, including Advanced complex Formulas and Functions, VBA, DAX, Power Query, Power Pivot, Data Model, Pivot table, Google App script, etc.

Raj Singh

Microsoft Certified Trainer (MCT)

Raj Sir is a Microsoft Certified Trainer (MCT), bringing expertise in Microsoft tools and technologies, especially in Excel and Data Analysis. With 22+ years of experience, he has conducted training sessions in more than 200+ corporations like Microsoft, Accenture, Cognizant, Tata Consultancy Services (TCS), Capgemini, Indian Railway, etc.

Kuldeep Pandey

Certified Data Analyst Trainer

With 10+ years of experience, Kuldeep sir have trained and worked for many corporations like Zomato, Snapdeal, Flipkart, HDFC Bank, and Reliance Industries.

Manoj Chakerwarti

Certified Excel Trainer

With 33+ years of experience, Manoj sir has trained in more than 70+ MNCs, banks, and corporations.

Jaywant Thorat

Certified Data Analyst Trainer

Jaywant sir has 20+ years of experience in training. He is proficient in Excel, data visualization tools, and statistical analysis. He has significant hands-on experience in analyzing and interpreting real-world data. He has also trained in more than 150+ corporations.

Tools Covered

Get ISO Certified Data Science

Earn a certificate upon completing the course!

This certificate showcases your skills and expertise, setting you on the path to becoming a certified Data Science professional.

Share your achievement on LinkedIn, Meta, or Twitter to capture the attention of hiring managers from leading companies.

50k+ Students Placed in Top Companies

Abhishek Kumar Mercedes

40 LAKHSper annum

Meenakshi Pandey HEG LTD

7 LAKHSper annum

Prasad More Accenture

18.5 LAKHSper annum

Afroz Khan MNC

8.5 LAKHSper annum

Sonali Dubey U2opia Mobile

6.6 LAKHSper annum

Hear from Our Online Learners.

At Ira Skills, our journey began in 2020 with a steadfast commitment to practical education.

Thank you for a great course…. Great presentation style lots of fun as well as learn basic Excel” This has more than met my expectations. A wonderfully practical course – both personally and professionally…. if Raj sir is teaching Ghajini also learn how to use excel… great work please keep it up…

I have learnt alot in this workshop, mainly about basic knowledge like Concatenate, sumif, countblank, sumifs and various topic of basic excel in few hours and along with basic some advanced topic mainly dashboard which are very important for my career growth. Thanx to Raj Sir and Ira Edu-Tech

Raj sir is an enthusiastic trainer. He knows what students need. Mainly he makes the session interesting and cheerful. Basically I am using Excel from last 10 years, still i found many useful and important tricks during the session. Those who have keen interest in learning new, definitely join this. I know they will find happy at the end. Thanks sir

Raj Sir’s Excel teaching is exceptional! His expertise and clear explanations make complex concepts easy to grasp. He engages students effectively, ensuring everyone stays focused and motivated. Raj Sir’s patience and willingness to address doubts make the learning experience enjoyable. Highly recommended for anyone wanting to excel in Excel!

Thank you for being an outstanding teacher and a source of inspiration. Your impact reaches far beyond the classroom, and I feel fortunate to have had the opportunity to learn from you. I look forward to continuing to learn and grow under your guidance.

I have attend 3 hours workshop of Excel of Raj Singh Sir. I really like the way of your teaching and the way of your explanation. Before joining your workshop I was not able to work in excel carefully after your work I can say that I am a better and can we perfect Thank you so much sir

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