Description

Course Name: Certificate in Financial Planning, Analysis and Consulting Practices

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

Eligibility: Graduation or Equivalent.

Duration: Three Months.

Objective: The Certificate in Financial Planning, Analysis and Consulting Practices course is a comprehensive program aimed at preparing professionals to offer expert financial advisory services to individuals, families, and businesses. It blends technical financial knowledge with practical application and ethical decision-making to develop well-rounded consultants who can guide clients in achieving long-term financial security and wealth growth.

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: Fundamentals of Financial Consulting: Role and Responsibilities of a Financial Consultant, Understanding Client Needs and Financial Goals, Financial Planning Process and Strategy, Ethics and Professional Conduct, Regulatory Environment in Financial Services, Financial Advisory vs. Financial Consulting.

Module 2: Personal Financial Planning: Budgeting and Cash Flow Management, Emergency Fund Planning, Goal-Based Financial Planning, Risk Profiling and Suitability, Time Value of Money and Inflation Adjustment, Creating a Personal Financial Roadmap.

Module 3: Investment and Portfolio Management: Types of Investment Instruments – Equity, Bonds, Mutual Funds, Portfolio Construction and Diversification, Asset Allocation Models, Investment Risk and Return Analysis, Behavioral Finance in Investment Decisions.

Module 4: Insurance and Risk Management: Types of Insurance – Life, Health, General, Assessing Risk Exposure and Insurance Needs, Insurance Product Evaluation, Claim Procedures and Documentation, Tax Benefits of Insurance Policies, Role of Insurance in Wealth Protection.

Module 5: Tax and Retirement Planning: Overview of Indian Taxation System, Tax-saving Instruments and Deductions (Section 80C, etc.), Tax Filing and Compliance, Retirement Planning Strategies, Pension and Provident Fund Schemes, Post-retirement Income and Withdrawal Options.

Module 6: Estate Planning and Financial Advisory Practice: Wills, Trusts and Nomination, Wealth Transfer Strategies, Power of Attorney and Legal Documents, Financial Plan Presentation and Review, Client Relationship Management and Communication, Case Studies and Use of Financial Planning Tools.

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.