Stock Investing, Stock Market, STOCK MARKET BASICS, Stock Market course, Stock Investor, SIP home tutor
We are developing the following Investment & Finance course:
Course Name: Systematic Investment Planning, Equity Investment & Stock Market Analysis, Personal Financial Planning and Wealth Management
Domain: Investment & Capital Markets, Personal Finance & Wealth Management
SI No.: 40
Course Type: Software-Based / Practical-Oriented
Level: Level 5
Final Course Duration: 6 Hours
Target Roles:
• Investment Services Coordinator
• SIP Onboarding Executive
• Equity Research Assistant
• Portfolio Analysis Associate
• Personal Finance Executive
• Financial Wellness Coordinator
• Wealth Management Assistant
• Client Advisory Support Executive
For this project, we need to create the complete final 6-hour recorded course content.
The course content will cover practical areas such as:
• Investor profiling and risk assessment
• SIP planning and onboarding
• Fundamental analysis
• Technical analysis
• Risk-return assessment
• Equity and investment analysis
• Portfolio creation and monitoring
• Market and portfolio reporting
• Investor protection and regulatory standards
• Household budgeting and financial health assessment
• Financial needs assessment
• Savings and goal-based investment planning
• Insurance requirement assessment
• Retirement planning
• Personal debt management
• Financial health assessments, budgeting formats and goal-based planning sheets
Since the course is software-based and practical-oriented, we would like the content to include practical demonstrations using relevant financial websites, software, calculators, spreadsheets, research platforms and portfolio-monitoring tools wherever applicable.
Please let us know whether you would be comfortable covering these topics and practical areas in the final 6-hour recorded course.
Also, if you have any sample training videos, practical demonstrations, presentations, financial-planning templates or similar course content, you may share them with us for reference.
Our team will support you with the syllabus, course structure, scripts, PPTs, templates and content preparation.
Thank you.
Regards,
Fusion Klassroom Edutech Limited
Level: Adult/Casual learning
Teacher's Gender: Any
Meeting options:
At home - Student can meet at their place.