Investment Planning for Individuals

One of the primary objectives for studying Investment Planning is to learn how to make money work for us. Every Individual wo...


Content Provider

40 hrs



Mode Of Delivery

Valid for 6 months post activation

Course Validity




Certification By

This is a paid course.

Course Fee

  • 1,800/-/- 599/-/-


One of the primary objectives for studying Investment Planning is to learn how to make money work for us. Every Individual works hard to earn his livelihood, but it is important for us to ensure we save enough and the savings gives us better return. This course intends to help students acquire key concepts and skills in terms of analysing financial goals of an individual and to design better investment planning. At the end of this course, a student should be able to financial goals of an individual and design better investment planning map aligned to his / her goals. Investment planning course is designed to help you build a successful career in Capital Markets.


Module 1: Introduction to Retirement Planning

Pension Reform, Types of Retirement Plans

Module 2: Retirement Planning and Strategies

Retirement Need Analysis, Post-Retirement Counselling

Module 3: Introduction to Investment Planning

Investment Risk, Investment Returns

Module 4: Investment Vehicles

1Debt Investments, Equity and Others

Module 5: Investment Strategies

Asset Allocation,  Portfolio Rebalancing

Learning Outcomes

  • Discuss wealth accumulation and distribution in retirement planning context
  • Compute gratuity benefit amount
  • Recognise the tax treatment of post-retirement income
  • Recognise the need for portfolio restructuring after retirement
  • Recommend appropriate diversification strategies to manage investment risk
  • Distinguish between the use of insurance to cover risks and as an investment
  • Choose appropriate asset allocation strategies based on risk tolerance

Who Should Attend?

  • Bachelor of Business Administration
  • Bachelor of Commerce
  • Master of Business Administration

Job Prospects

  • Financial Planner
  • Wealth Manager
  • Financial Planning Advisor
  • Management Trainee
  • Operations Manager
  • Analyst


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'.