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Financial Advisor

Also known as Financial Consultants or Financial Planners, Financial Advisors specialize in advising their clients on how to make smart investments and manage their finances better. Their clients range from small businesses to big financial institutions such as mutual fund companies, insurance companies, banks, etc. Typical responsibilities of a financial advisor include helping clients assess their accounts, tax planning, create strategic financial plans, advise clients on insurance, cash management, and choosing investment options, implement financial plans quarterly or annually, build and maintain client base, handle mortgages, make risk-free or low-risk investments and so on.

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Skills Covered in this Path

  • Accounting
  • Balance Sheet
  • Profit & Loss Statement
  • Cash Flow Statement
  • Investment advise
  • Investment risk management
  • Calculation of inflation-adjusted returns
  • Stock Market
  • National Stock Exchange
  • Bombay Stock Exchange
  • Bond Market
  • Forex Market
  • Commodity Market
  • Cryptocurrency Market
  • Derivative Market
  • Stock Market Basics
  • Fundamental Analysis
  • Asset Management
  • Types of Assets
  • Tasks
  • Challenges
  • Working Capital and Working Capital Management
  • Factors
  • Objectives
  • Types and Sources of Working Capital
  • Capital Budgeting Techniques
  • Capital Budgeting Techniques
  • Mergers
  • Acquisitions
  • Market Research
  • sampling methods
  • analysis of market information
  • Time Series Forecasting
  • Decision Trees
  • Credit Risk Modeling

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Industry relevant skills

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Earn certificates for each course you complete and share it online to get noticed by recruiters.

Industry relevant skills
Upskill yourself with 1000+ courses across different domains and earn a certificate.
Stand out to recruiters
Earn certificates for each course you complete and share it online to get noticed by recruiters.

Earn a certificate

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Get hired by

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