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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
✦ Practice-Oriented
✦ Excel-Heavy
✦ Small Cohort
✦ Panel-Defended Capstone
✦ Thu + Weekend
✦ RIA & CFP Faculty
The SunYta Difference
You build a plan.
Not just knowledge.
Most programs teach financial planning. This one 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 on the last. By Term 6 you have a complete, layered financial plan — not disconnected modules.
02
Real client cases throughout
From week one, you work on real-world Indian advisory scenarios — not textbook problems.
03
Panel-defended capstone
You defend your work before faculty and industry experts. That's what makes the certificate worth something.
🗂️
Personal Financial Health Assessment
Applying concepts to real data — your first deliverable
T1·Wk4
📋
Product Selection Matrix
Matching equity, debt & insurance to client profiles
T2·Wk8
📄
Complete Financial Plan v1
Goal-based plan for an assigned client case
T3·Wk13
📈
Financial Plan v2 + Scenario Analysis
Retirement, tax, estate & stress testing layered in
T4·Wk18
💡
Advisory Note & Portfolio Recommendation
Client-facing output with compliance framing
T5·Wk22
🏆
Capstone — Full Plan + Excel Model + Presentation
Defended before a panel of faculty & industry experts
T6·Wk26
6 Terms · 26 Weeks
A curriculum built around
output, not coverage.
Term
Modules
Deliverable
T1
Foundations of Finance & Markets
Weeks 1–4 · ~60 hrs
Personal finance · Time value of money · Risk & return · Indian markets · Behavioural finance · SEBI / RBI / IRDAI
Personal financial health assessment
T2
Investment Products & Ecosystem
Weeks 5–8 · ~60 hrs
Equity & debt · Mutual funds deep dive · Insurance · PMS & AIF · 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 · Documentation
Complete Financial Plan v1
T4
Advanced Planning & Strategy
Weeks 14–18 · ~75 hrs
Retirement planning · Tax structuring · Estate & succession · Multi-goal optimisation · Scenario analysis · NRI & HNI
Financial Plan v2
T5
Advisory Practice & Compliance
Weeks 19–22 · ~60 hrs
Advisory process · Client communication · Portfolio reporting · SEBI RIA & ARN framework · AI tools · Ethics
Advisory note & recommendation
T6
Capstone & Execution Lab
Weeks 23–26 · ~55 hrs
Excel modelling (20+ sheets) · Full plan synthesis · Report writing · Client simulation lab · Panel defence
Panel-defended capstone
Four parallel tracks run all 6 months
Supporting skills built continuously alongside the main curriculum.
📖
Case Study Track
Weekly real-life client scenarios. Solo in T1–T2, group cases from T3 onwards.
📊
Excel & Tools Track
From basic TVM calculators to a 20-sheet integrated financial planning workbook.
📝
Exam Alignment Layer
Topics aligned with CFP and NISM frameworks — exam readiness as a by-product.
💼
Career & Practice Track
SEBI RIA setup, business models, LinkedIn, and resume for advisory roles. Starts week 16.
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
Saturday
10 AM–1 PM
Deep dive + case study or Excel lab
Sunday
10 AM–1 PM
Advanced application + 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 7 days post-session.
👥
Cohort of 40–50 Only
Deliberately small. Real faculty attention — not an anonymous mass-lecture experience.
📊
20+ Sheet Excel Workbook
Built progressively over 6 months. You leave with a complete, deployable planning toolkit.
🎯
SEBI RIAs & CFPs as Faculty
Practitioners, not academics. Every session connects 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 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 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 full planning
🔄
Career Switchers
Structured entry into financial advisory
💼
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 finance 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 — built & defended
Thu + Weekend
At ₹2,25,000 for 6 months, SunYta is priced at roughly half of IIMC's 7-month program and under a third of IIMB's 12-month offering — with deeper planning practice and the only program where a complete financial plan is built and panel-defended.
Common Questions
Everything you need to make a decision.
Can't find your answer? Reach out and we'll respond within 24 hours.
Have a specific question?
[email protected]No. Term 1 starts from first principles. You need genuine interest in financial planning and comfort with numbers. Many participants come from engineering, accounting, and general management.
About 8 hours of live sessions — Thursday evening plus Saturday and Sunday mornings. Add 3–4 hours for assignments. Your working week is completely unaffected.
Recordings are available for 7 days after each session. We don't make them permanently available — this protects the live cohort experience and keeps attendance high.
The curriculum covers CFP and NISM-aligned topics so exam prep becomes much easier after this program. But this is not exam coaching — no formal exam preparation is included.
No — we are transparent about this. This is a professional development program. You leave with 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 — plan document, 20+ sheet Excel model, and presentation. You 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 but score below 50% receive a Certificate of Participation.
SEnire for dates · 40–50 Seats Only
Ready to become a
client-ready planner?
Applications are open. Early bird pricing for the first 15 applicants. Seats are limited.
Application Form