Accredited Wealth Planner

in association with  

Finx Institute Limited (Formerly known as BSE Institute Limited)

Summary of the course 

This course provides a practical understanding of the financial ecosystem, covering risk–return, financial planning, and time value of money to build a strong foundation. It explores equity, debt, and banking products, along with mutual funds, insurance, taxation, and regulatory frameworks to develop product and compliance knowledge. The course also focuses on behavioural skills, client engagement, and sales techniques, enabling learners to effectively advise clients and deliver suitable financial solutions aligned with industry practices.

What will you learn?

• Understand risk–return concepts and apply financial planning principles
• Analyze equity, debt, and banking products for investment decisions
• Gain knowledge of mutual funds, insurance, taxation, and regulations
• Evaluate investment performance and select suitable financial products
• Develop client profiling, asset allocation, and advisory skills
• Build behavioural, communication, and sales skills for effective client interaction

Course outline     

• Risk-Return, Financial Planning and Time Value of Money 
• Equity and Debt Markets: Analysis and Investment Strategies 
• Banking and Leverage
• Mutual Fund and Insurance 
• Diversifying with Non-Traditional Investment Options and Regulatory Frameworks for Wealth Advisors 
• Behavioural Skills – Client Interaction & Sales Process 
• Investment Fundamentals, Mutual Funds & Regulatory Framework
• Fund Operations, Performance Evaluation & Investor Services

Course Assessment

* For Papers where Individual Assignments and/or Team case presentation is not assessed, the weightage for End Semester Assessment is 100%

Eligibility Criteria

Students who have completed Class XII examinations or currently pursuing undergraduate programs, fresh graduates or working executives/professionals.

Tentative Class / Examination Days & Timing

Note: Internship timings, however, will be as per industry requirements. Class days and timing details to be announced.

Certificate

Certificate will be given after the successful completion of the course jointly by St. Xavier’s College (Autonomous), Kolkata and FinX Institute Limited (Formerly known as BSE Institute Limited)

Attendance Policy

A student must obtain a minimum of 75% attendance in all papers/subjects separately. A student who has between 60% and 74% attendance on grounds of illness or any other unavoidable circumstance will have to seek condonation from the Prof-in-Charge of COP. Without the condonation the student will not be allowed to appear for the examination.

Admission procedure and Payment of Fees [Direct Enrolment]:

Step 1: Submission of online Registration Forms

• Printing facility is required while filling up this online form.
• Please read the instruction in the Registration Form and Acknowledgement Card with care.
• Application forms are available online only through this website.
• No printed forms will be issued by the College

Note: After successful online submission please note down your Application Number for further reference.

Use Login Link for:

• Paying Application and Course Fee Online
• Printing Online Payment Receipt
• Checking Application Registration and Payment Status
• Printing Admission Form (on Paying Application and Course Fee)

Step 2: Payment of Registration Fees & Course Fee (Online)

• Registration Fees and Course Fee are to be paid by using online payment method.
• The College Fees will be accepted only online through Credit Card, Debit Card or Net Banking.

Step 3: Admission Process

• Submission of Application form (generated through website) along with necessary documents to the College office (Room No. 7), within 4 working days.
• Eligible candidates shall get direct admission subject to the fulfilment of norms and availability of seats.

Online Payment FAQ

1. Online Payment Assistance: For any assistance regarding online payment, call Kolkata Bill Desk Office between 10 am and 5 pm on all working days on the following numbers : 033-4003 5101/02/03/04
2. In case of non-receipt of the “online payment receipt” through the College Website, even after the completion of the payment process, the student is advised to verify with the concerned bank before attempting a repayment. However, if your account has been debited, contact COP Office (Room 7) with your bank details to get your site updated, after which you will automatically get your receipt.
3. Refund of Excess Fees Paid Online: In case of any fees having been paid online more than once, the payer is requested not to place any Charge Back Request to their respective banks. The excess payment will be refunded from the Treasurer’s office at St. Xavier’s College as soon as the payer places a request for the refund in the Treasurer’s office with the documented evidence of the payment in question.
4. In case of any “Charge Back Request” is placed by the student to their respective Banks, then a processing charge as applicable will be recovered from the student.

Cancellation of Admission & Refund Policy

Your admission will be cancelled

1. If the admission form is incomplete.
2. If the supporting documents are not complete.
3. If false documents have been submitted.
4. If required educational qualifications are not fulfilled.
5. If incorrect or wrong information is given.
6. If the examinations are not passed from a recognised Board/ University

Note: Admission once cancelled will not be re-considered and fee paid will not be refunded under any circumstance.