New Delhi 9355233599




Planet of Finance Professionals Short Term Courses


The Planet of Finance Courses makes lifelong learning and personal enrichment available to anyone, anywhere. Our content-rich, unique courses provide you with a world of knowledge designed to expand your horizons, deepen your understanding, and foster command over the subject.

We have created Finance and Non- Finance courses with the expertise of eminent faculty and top industry professionals that give you the confidence and cutting-edge skills to move ahead in your career.

We Deliver Trusted, High-Quality Content

Every course we make is thoroughly researched, extensively examined, and beautifully produced. We specialize in crafting customized and engaging learning journeys that are comprehensive, factual, and fascinating.

  • Club Zone
  • Professional Grooming Programs
  • Certified Courses
  • Designated Courses
  • Coming Soon

INR 999

8th Wealth Management Convention 2020 (WMC 2020)


INR 999

9th Wealth Management Convention 2022



Tax Planning for Wealth Professionals

Tax planning is a practice performed to meet your tax obligations in an organized manner having in mind your current financial status. Further, it incorporates the financial plan after considering all the factors like your age, financial goals, risk appetite, and investment horizon.

INR 2999

Advanced Concepts in Retirement Planning

In this course, you would learn how to save for retirement using various plan assumptions and multiple scenarios analysis.


Portfolio Management Simplified

In this course, we will explore key portfolio management concepts using real world data, you will understand key Portfolio Management concepts in a simplified manner.


Options Trading Course

In this course, we will learn and study about call options and put options. We will study various options strategies and go through a number of important concepts such as Time Decay, Implied Volatility, Options Greeks etc.

INR 2999

Equity Analysis & Selection Methodology

This course provides a clear, insightful overview of equity valuation concepts and methods for finance professionals.

INR 2999


This course is a practical guide to international tax planning incorporating various strategies and examples.


Fundamentals of Cryptocurrency

After delve into this course, you will be able understand what is cryptocurrency and the uncertainties you have on cryptocurrency till the time will be clear out.You will get to learn the basics of cryptocurrency

INR 2999

Maths for Wealth Management – Financial Mathematics

In this financial mathematics course, we will explore the questions which are from different topics in a way better manner. Many of us could be apprehensive about the mathematics of finance, but one could comfortably choose this course to get clarity on all the numeric types.

INR 2999

Introduction to Stock Market Operations

This course provides an overview of the stock market operations, its participants and the regulations that govern them.

INR 2999

Succession Laws in India

This course is designed comprehensively which explains the Succession Laws in India in an easy and systematic manner.


Retirement Planning Made Easy

This course is all about Practical Retirement Planning using Scenario Modeling, where you'll learn how to stress test anticipated and unexpected scenarios jeopardizing your retirement nest egg.


Financial Modeling Simplified

In this course, we will learn about financial statement analysis, build financial models, and value companies using different valuation methodologies.

INR 2999

Behavioral Finance in Wealth Management

This course examines how behavioral biases influence our investment decisions and sets forth practical guidance for improving overall returns and behavior.


Digital Marketing Program

Programme Inclusions:
Digital Marketing Program + Digital Marketing Tool Kit

INR 2500

Powerpoint Presentation Program

PowerPoint is a complete presentation graphics package. It gives you everything you need to produce a professional-looking presentation. PowerPoint offers word processing, outlining, drawing, graphing, and presentation management tools- all designed to be easy to use and learn.

INR 2500

Microsoft Word

Microsoft Word or MS Word (often called Word) is a graphical word processing program that users can type with. It is made by the computer company Microsoft. Its purpose is to allow users to type and save documents. Similar to other word processors, it has helpful tools to make documents.

INR 7500

Financial Advisor Growth Program

Implementing Strategies of Successful Global Advisors
By Mr. Grant Hicks CIM Canada -Practice Management GURU


Concept of Digital Marketing

Programme Inclusions:
Digital Marketing Tool Kit + Website Launch Mastery


Certified Financial Goal Planner

The Certified Financial Goal Planner Certificate Program is designed to develop the basic skills required by Finance Professionals including Wealth Managers, MFDs, RIAs, IFAs, etc. to execute critical functions related to Wealth Planning, Investment Management & Tax Planning to assist their clients.



The Chartered Wealth Manager® (CWM®) designation offered by AAFM® USA sets the global standard in the finance profession especially wealth management & private banking and is a symbol of excellence.

INR 15000

Chartered Personal Finance Specialist

To meet this demand, the CPFS® program has been specifically designed to provide with hands-on experience and real-world insights. Throughout the program, you will engage in practical exercises, case studies, and simulations that mirror the challenges faced in day to-day operations. The emphasis is on developing practical skills that can be immediately applied to enhance client outcomes

Coming Soon

Business Succession Planning

This course covers suggestions and strategies for creating a systematic succession program for business owners and organisations.

Coming Soon

Wealth Protection Planning

This course covers methods and practices that are both legally and morally legitimate for protecting one's assets and wealth.

Coming soon

Private Family Trusts

This course provides an insightful and practical guide to Private Family Trusts and how to structure the trust appropriately.

Coming soon

Hindu Undivided Family- Concept , Laws and Intricacies

This course provides an overview and explains each and every concept related to Hindu Undivided Family.

Coming soon

Philanthropy & Charity Planning

This course covers approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client.

Coming soon

Applied Economics

This course covers application of economics to real world issues, and how economy dynamics impacts investment decisions.

Coming soon

Real Estate Valuation & Analysis

This course provides an insightful guide at how real estate professionals value properties and analyze the markets.

Coming soon

Alternative Investment & Derivatives

This course provides comprehensive understanding of various alternative investments and derivatives products available in the market.

Coming soon

Using Life Insurance for Inheritance & Succession Planning

This course teaches you various strategies and techniques to use Life Insurance for Inheritance and Succession Planning.

Coming soon

Legalities of Real Estate

This course provides an overview of the legalities of real estate and covers central areas involved in various property transactions.

Coming soon

Complete course on Business & Individual Loans

This course covers practical advice on various loan options you have and how to appy for them.

Coming soon

Life Insurance as Wealth Planning Tool

This course covers upon various life insurance products that can be used as a Wealth Planning tool for clients.

Coming soon

Client Personality Assesment -Using DISC Analysis System for Client Relationship Building

This course teaches you to build and maintain relationships with clients by understanding their personality using DISC analysis.

Coming soon

Will as an Inheritance Planning Tool

In this course, you would learn each and every concept about wills and how it can be used as a wealth inheritance tool.

Coming soon

Bond Valuation & Selection

This course covers fundamental and advanced topics in bond management where you will learn various valuation techniques.

do you have any questions?

Contact an Expert to know about Short Term Courses.