Description

Course Name: Certificate in Financial Advisory Practices

Global Occupational Skill Standard – GOSS ID: GOSS/BAF/CFAP/V1

Eligibility: 10+2 (Higher Secondary) or Equivalent.

Duration: Three Months.

Objective: The Certificate in Financial Advisory Practices course is crafted to prepare professionals to offer comprehensive, personalized financial advice across various domains such as investments, insurance, retirement planning, taxation, and estate management. The course emphasizes client-centric advisory skills, ethical practices, regulatory compliance, and financial product knowledge to help advisors build lasting client relationships and support their financial well-being.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, You will be redirected to payment gateway, pay fee by any available options like Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of the online assessment, the soft copy of your certificate will be sent to your registered email ID within 5 days.

Assessment Modules:

Module 1: Foundations of Financial Advisory: Role and Responsibilities of a Financial Advisor, Understanding Client Needs and Financial Goals, Financial Planning Process and Framework, Ethics and Professional Standards, Regulatory Environment and Compliance, Financial Advisor-Client Relationship Management.

Module 2: Investment Products and Portfolio Management: Types of Investment Instruments – Equity, Debt, Mutual Funds, Portfolio Construction and Diversification, Risk and Return Analysis, Asset Allocation Strategies, Behavioral Finance and Investor Psychology.

Module 3: Insurance and Risk Management: Understanding Types of Insurance – Life, Health, General, Insurance Needs Analysis, Policy Selection and Evaluation, Claims Management, Tax Benefits of Insurance, Role of Insurance in Financial Planning.

Module 4: Taxation and Retirement Planning: Overview of Taxation System, Tax-saving Investments and Deductions, Income Tax Filing Procedures, Retirement Planning Essentials, Pension Plans and Provident Funds, Post-retirement Income and Withdrawal Strategies.

Module 5: Estate Planning and Wealth Transfer: Wills and Trusts Basics, Nomination and Succession Planning, Power of Attorney and Legal Documentation, Wealth Transfer Strategies, Tax Implications of Estate Planning, Client Communication and Documentation.

Module 6: Financial Advisory Practice and Client Engagement: Developing Client-centric Financial Plans, Presentation and Communication Skills, Use of Financial Planning Software, Monitoring and Reviewing Financial Plans, Handling Client Objections, Ethical Practices and Continuing Education.

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

1. Global Recognition & Credibility – Stand out worldwide with a certification that opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.