Now Enrolling — September 2026 Cohort
Professional Certificate in
Financial Planning &
Wealth Advisory
A 6-month, practice-driven program for working professionals. You don't study financial planning — you build a complete financial plan from scratch and defend it before a panel of experts.
6
Months
200+
Live Hours
40–50
Cohort Size
6
Deliverables
Thu+
Weekend Only
✦ Practice-Oriented
✦ Excel-Heavy
✦ Small Cohort of 40–50
✦ Panel-Defended Capstone
✦ Thu + Weekend Schedule
✦ SEBI RIA & CFP Faculty
The SunYta Difference
You build a plan.
Not just knowledge.
Most programs teach financial planning. This program makes you do it. Every term produces a real deliverable — culminating in a complete financial plan you research, model, write, and defend before a live panel.
01
Cumulative learning model
Each term builds directly on the last. By Term 6 you have a complete, layered financial plan — not a collection of disconnected modules.
02
Real client cases throughout
From week one, you work on real-world advisory scenarios from the Indian market — not textbook problems.
03
Panel-defended capstone
You defend your work before faculty and industry experts. That's what makes the certificate mean something.
🗂️
Personal Financial Health Assessment
Your first deliverable — applying concepts to real data
T1 · Wk 4
📋
Product Selection Matrix
Matching equity, debt & insurance to client profiles
T2 · Wk 8
📄
Complete Financial Plan v1
Goal-based plan for an assigned client case
T3 · Wk 13
📈
Financial Plan v2 + Scenario Analysis
Retirement, tax, estate & stress testing layered in
T4 · Wk 18
💡
Advisory Note & Portfolio Recommendation
Client-facing output with compliance framing
T5 · Wk 22
🏆
Capstone — Full Plan + Excel Model + Presentation
Defended live before a panel of faculty & industry experts
T6 · Wk 26
6 Terms · 26 Weeks
A curriculum built around
output, not coverage.
Term & Weeks
Modules Covered
Deliverable
T1
Foundations of Finance & Markets
Weeks 1–4 · ~60 hrs
Personal finance · Time value of money · Risk & return · Indian financial markets · Behavioural finance · SEBI / RBI / IRDAI overview
Personal financial health assessment
T2
Investment Products & Ecosystem
Weeks 5–8 · ~60 hrs
Equity & debt markets · Mutual funds deep dive · Insurance planning · PMS & AIF overview · Derivatives basics · Taxation framework
Product selection matrix
T3
Financial Planning Process
Weeks 9–13 · ~75 hrs
Client data gathering · Risk profiling · Asset allocation · Cash flow & net worth · Goal-based planning · Plan documentation standards
Complete Financial Plan v1
T4
Advanced Planning & Strategy
Weeks 14–18 · ~75 hrs
Retirement planning · Tax-efficient structuring · Estate & succession · Multi-goal optimisation · Scenario & stress analysis · NRI & HNI cases
Financial Plan v2
T5
Advisory Practice & Compliance
Weeks 19–22 · ~60 hrs
Advisory process · Client communication · Portfolio reporting · SEBI RIA & ARN framework · AI tools for advisors · Ethics & compliance
Advisory note & recommendation
T6
Capstone & Execution Lab
Weeks 23–26 · ~55 hrs
Excel modelling (20+ sheets) · Full plan synthesis · Professional report writing · Client simulation lab · Presentation skills · Panel defence
Panel-defended capstone
Four parallel tracks run all 6 months
Alongside the main curriculum, four tracks build supporting skills continuously.
📖
Case Study Track
Weekly real-life client scenarios, increasing in complexity. Solo in T1–T2, group from T3 onwards.
📊
Excel & Tools Track
Progressive — from basic TVM calculators to a 20-sheet integrated financial planning workbook.
📝
Exam Alignment Layer
Topics aligned with CFP and NISM frameworks, silently. Participants gain exam-readiness as a by-product.
💼
Career & Practice Track
Starts week 16. SEBI RIA setup, advisory business models, LinkedIn, and resume for advisory roles.
Built for Working Professionals
Your weekdays stay yours.
Your career grows on weekends.
Weekly Schedule
Thursday
7:00–9:00 PM
New module — concepts & frameworks introduced
Saturday
10 AM–1 PM
Deep dive + case study or Excel lab
Sunday
10 AM–1 PM
Advanced application + doubt clearing + Q&A
Mon–Wed
Self-paced
Assignments, case prep, Excel practice
Total ~8 hours/week of live sessions. Your working week is completely unaffected.
🔴
Every Session is Live
Not pre-recorded. You interact with faculty and peers in real time. Recordings available for 7 days post-session.
👥
Cohort of 40–50 Only
Deliberately small. Every participant gets real faculty attention, not an anonymous mass-lecture experience.
📊
20+ Sheet Excel Workbook
Built progressively over 6 months. You leave with a complete, deployable financial planning toolkit.
🎯
SEBI RIAs & CFPs as Faculty
Practitioners, not academics. Every session connects directly to real advisory practice in India today.
What You Can Do After
Six months later, you are a
different professional.
01
Build Comprehensive Financial Plans
Goal-based, tax-efficient plans covering cash flow, net worth, insurance, retirement, and estate for real clients.
02
Recommend Investment Strategies
Construct and review portfolios across asset classes. Communicate with clarity and full regulatory compliance.
03
Model Scenarios in Excel
Stress-test assumptions, model retirement scenarios, and present financial projections professionally.
04
Practice as a SEBI RIA
Understand the full regulatory framework for registered investment advisers. Be ready to set up your practice.
Who This Is For
Built for professionals
in or entering finance.
🏦
Bank RMs & Relationship Managers
Upgrade from product selling to holistic advisory
📈
MF & Insurance Advisors
Expand beyond products into comprehensive planning
🔄
Career Switchers
Structured entry into financial advisory practice
💼
Wealth Management Associates
Formal planning credential to advance your career
🏢
Independent Advisors
Build or upgrade your SEBI RIA practice
Transparent Pricing
An investment in your
advisory career.
₹2,25,000
+ 18% GST
All-in total: ₹2,65,500
🎯 Early Bird — first 15 seats₹1,99,000 + GST
📅 EMI — 0% interest₹44,250 × 6 months
👥 Group — 3+ from same org5% discount
What's included
Professional Certificate in Financial Planning & Wealth Advisory
- 200+ hours of live online instruction across 6 terms
- 6 graded deliverables including 2 complete financial plans
- 20+ sheet Excel financial modelling workbook (yours to keep)
- Weekly case studies from real Indian market scenarios
- Panel-defended capstone project in the final week
- Professional certificate on successful completion
- Cohort community access and faculty network
Market Context
How we compare to
other programs.
Compared against the most relevant personal finance and wealth management programs at leading Indian institutions.
Program
Duration
Fee (ex-GST)
Planning Depth
Format
IIMA — Personal Financial Planning
12 months
₹7,50,000
Moderate — lecture-led
Weekend
IIMB — Wealth Management
12 months
₹4,90,000
Good — HNI-oriented
Weekend
IIMC — Financial Services (Imarticus)
7 months
₹4,28,000
Low — generalist
Weekend
SunYta — This Program
6 months
₹2,25,000
High — plan built & defended
Thu + Weekend
SunYta's program is the only one focused specifically on personal financial planning practice — not broad BFSI exposure or HNI wealth management. At ₹2,25,000 for 6 months, it is priced at roughly half of IIMC's 7-month program and a third of IIMB's 12-month program, with deeper planning practice built in.
Common Questions
Everything you need to make a decision.
Can't find your answer below? Reach out and we'll get back to you within 24 hours.
Have a specific question?
[email protected]No. The program starts from first principles in Term 1. What you need is genuine interest in financial planning as a career and comfort with numbers. Many participants come from engineering, accounting, and general management backgrounds.
Approximately 8 hours of live sessions per week — Thursday evening plus Saturday and Sunday mornings. Add 3–4 hours for assignments and self-study. Your working week is completely unaffected.
All live sessions are recorded and available for 7 days. We don't make recordings permanently available — this maintains the value of live attendance and keeps the cohort experience strong.
The curriculum covers topics aligned with CFP and NISM frameworks — so exam preparation becomes significantly easier after this program. However, this is not exam coaching and no formal exam prep is included.
No — and we are transparent about that. This is a professional development program, not a placement service. What you leave with is demonstrated output: a complete financial plan, an Excel model, and a defended capstone that speaks for itself.
In Term 6, you build a complete financial plan for an assigned client case — full plan document, 20+ sheet Excel model, and a client presentation. You then present and defend this live before a panel of faculty and industry professionals. Certificate issued post-panel.
On successful completion and panel defence, you receive a Professional Certificate in Financial Planning & Wealth Advisory issued by SunYta. Participants who complete the program but score below 50% receive a Certificate of Participation.
September 2026 · 40–50 Seats Only
Ready to become a
client-ready planner?
Applications are open. Early bird pricing available for the first 15 applicants. Seats are limited and fill fast.