Learn how to Build a Comprehensive Financial Plan in 21 days in Gujarati
₹25,000/- ₹ 15,000/-
Apply the coupon code at checkout, if any.
- with Darshana Shah CFP
Certified Financial Planner
Do you want to enhance your
Wealth Management Business?
Learn
Learn how to build an advance financial plan along with integration of all the goals
Create
Create a perfect financial plan which covers all the financial planning components
Implement
Implement the financial plan for your clients and help them achieve their goals
That’s why we created
Comprehensive Financial Planning Program
to help you improve your wealth management business
Learn how to build a comprehensive financial plan in 21 days in Gujarati
- with Darshana Shah, CFP
Certified Financial Planner
Program Details
Program Duration
21 days - Self Paced Learning
Mode of learning
Online - Gujarati
Difficulty level
Moderate to Advance
What will you learn ?
Week 1
Build Your Foundation
- Education Planning
- Vacation Planning
- Wedding Planning
- Retirement Planning
- Asset Allocation
- Growing Annuity
- EMI calculations
Week 2
Build Your Core Knowledge
Week 3
Build Your Advance Knowledge
Part 1
Data Gathering
Documentations required for engagement
Economic and Inflation Outlook
Risk Profile Analysis
Income Expense Statement
Part 2
Net-Worth Analysis
Investment Planning
Asset Allocation
Tax Planning
Insurance Planning
Part 3
Goal Planning
Goal Mapping
Goal Integration
Cash Flow Statement analysis
Insurance Planning
Part 4
Financial Planning Tool
How to effectively use it
Generate Financial Plan Report
Plan execution
Track your plan in real time
Who is this Program for ?
Mutual Fund Distributors and Registered Investment Advisor
Independent Financial Advisors , Insurance Advisors, Tax Advisors
Family Office Managers
Personal Wealth Managers
Boutique Investment Firms
Students aspiring to enter into Finance sector
*Anyone who has been in the field of financial advisory or investment advisory can take part from this program.
Meet your Mentor
Mrs. Darshana Shah is a seasoned financial professional with over seven years of experience in the financial industry. She has empowered more than 150 families in India and abroad to achieve financial independence and long-term security. As the Founder of FundsSkill, she offers personalized financial solutions and portfolio management. Additionally, she serves as a Mentor at SUNYTA and an Associate Partner at Nuvama Wealth and Investment Limited, contributing her insights to shape better financial futures.
Qualification
- Certified Financial Planner ®
- NISM Certified Retirement Advisor
- Master of Commerce (Finance)
Expertise
- Holistic Financial Planning – Specializes in investment strategies, tax planning, retirement planning, and wealth creation tailored to individual goals.
- Data-Driven Decision Making – Uses deep financial analysis to assess risks, uncover opportunities, and build smart, growth-focused portfolios.
- Client Empowerment – Breaks down complex concepts into simple insights, enabling clients to make informed, confident decisions.
- Tech-Enabled & Emotionally Intelligent Approach – Combines modern financial tools with empathetic guidance to support clients through every financial phase.
7+
Years of Experience
500+
Clients served
100+
Speeches Given
FAQ
How do we get started?
Post enrolling in the program you will be provided with all the necessary materials required. All the sessions will be present in your LMS. you can reach out to us if you face any difficulties
What is the validity of this program?
This program will be valid for 1 year port purchase and if you want to extend the program, do reach out to us..
What areas do you serve?
We operate online and hence we serve the whole world. Check our business hours to know more.
Will i get an certificates?
Yes, you will be given a program completion certification post the program.
Do you give product recommendations?
No, SunYta is solely for education and learning, hence we do not recommend any product or give advice on the products..
How do we contact you?
You can fill out the contact form or email us at : [email protected] .