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From zero to your first financial model and wealth plan: accounting, financial ratios, Excel modelling, capital markets, and client wealth planning.
8 modules · 47 lessons
Getting started in finance, accounting and financial statements, financial analysis and ratios, Excel and financial modelling foundations, a minor project building a three statement model, capital markets and instruments, wealth management and financial planning, and a major project building a complete wealth plan.
Finance, Wealth Management and Capital Markets with Ucanly, Level 1 Beginner, takes you from zero to your first financial model and wealth plan. This is an educational program in finance and financial analysis. Ucanly and its mentors are not registered investment advisers or financial planners, this course is not investment or financial advice, and nothing in it is a recommendation regarding any security or product. All markets carry genuine risk of loss, and every project uses historical data and simulated clients only. Real financial decisions should be made on your own judgement and, where needed, a SEBI registered professional. Finance is the one function every company on earth genuinely needs, and India's wealth management, banking, and capital markets industries are expanding fast as household savings shift into financial assets. You will learn accounting and the three financial statements, financial ratios, Excel modelling, and capital markets instruments including equity, debt, IPOs, and mutual funds. In your minor project in week six, you will build a complete three statement financial model of a real listed company from actual filings, with historicals, ratio analysis, a simple forecast, and a written financial health assessment. You will then learn wealth management and financial planning, before your major project in week eight: a full wealth management plan for a simulated client, with goal mapping, cash flow and risk analysis, an asset allocation strategy across instruments, tax and insurance considerations, and a live advisory presentation defended to Ucanly mentors.
Complete this course to earn a verified Ucanly certificate you can add to your profile, share on LinkedIn, and showcase to employers as proof of the skills you've built.
No. This is an educational program in finance and financial analysis. Ucanly and its mentors are not registered investment advisers or financial planners, this course is not investment or financial advice, and nothing in it is a recommendation regarding any security or product. Real financial decisions should be made on your own judgement and, where needed, a SEBI registered professional.
No, this course requires no commerce, finance, or maths background, and is open to any graduate from any stream.
Yes, your minor project is a complete three statement financial model of a real listed company built from actual filings, with historicals, ratio analysis, a simple forecast, and a written financial health assessment.
A full wealth management plan for a simulated client, with goal mapping, cash flow and risk analysis, an asset allocation strategy across instruments, tax and insurance considerations, and a live advisory presentation defended to Ucanly mentors.