Learn how to Build a Comprehensive Financial Plan in 21 days
₹25,000/- ₹ 20,000/-
Apply the coupon code at checkout, if any.
- with Sunita Rao CFA
Founder at SunYta | Wealth Coach
Do you want to enhance your
Wealth Management Business?
Learn
Learn how to build an advance financial plan along with integration of all the goals
Create
Create a perfect financial plan which covers all the financial planning components
Implement
Implement the financial plan for your clients and help them achieve their goals
In Association with
That’s why we created
Comprehensive Financial Planning Program
to help you improve your wealth management business
Learn how to build a comprehensive financial plan in 21 days
- with Sunita Rao CFA
Chartered Financial Analyst | Fellowship in Life Insurance | Arbitrator
Founder at SunYta | Wealth Coach
Program Details
Program Duration
21 days - Self Paced Learning
Start date
1st September 2024
Mode of learning
Online - English
Difficulty level
Moderate to Advance
What will you learn ?
Week 1
Build Your Foundation
- Education Planning
- Vacation Planning
- Wedding Planning
- Retirement Planning
- Asset Allocation
- Growing Annuity
- EMI calculations
Week 2
Build Your Core Knowledge
Week 3
Build Your Advance Knowledge
Who is this Program for ?
Mutual Fund Distributors and Registered Investment Advisor
Independent Financial Advisors , Insurance Advisors, Tax Advisors
Family Office Managers
Personal Wealth Managers
Boutique Investment Firms
Students aspiring to enter into Finance sector
*Anyone who has been in the field of financial advisory or investment advisory can take part from this program.
Meet your Mentor
Qualification
- Chartered Financial Analyst
- Fellowship in Life Insurance
- Arbitrator empaneled with Indian Council of Arbitration
Subject Matter Expert
- Financial Planning (CFP)
- Wealth Management
- Alternate Investment Funds
- Portfolio Management Services
- Investment Advisory
- Mutual Funds
16+
Years of Experience
6000+
Students Trained
150+
Successful CFPs
FAQ
How do we get started?
Post enrolling in the program you will be provided with all the necessary materials required. All the sessions will be present in your LMS. you can reach out to us if you face any difficulties
Are all the sessions live?
Yes, all the sessions will be live (online) but we do understand that not everyone can join the live sessions, hence you will be provided with the sessions recording in the LMS.
What areas do you serve?
We operate online and hence we serve the whole world. Check our business hours to know more.
Will i get an certificates?
Yes, you will be given a program completion certification post the program.
Do you give product recommendations?
No, SunYta is solely for education and learning, hence we do not recommend any product or give advice on the products..
How do we contact you?
You can fill out the contact form or email us at : [email protected] .