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BeginnerFinance, Wealth Management and Capital Markets8 weeks
Certificate IncludedCertificate EligibleUcanly certificate

Finance, Wealth Management and Capital Markets: Beginner

From zero to your first financial model and wealth plan: accounting, financial ratios, Excel modelling, capital markets, and client wealth planning.

Duration
8 weeks
Level
Beginner
Content
47 lessons
8 modules · 13 h 45 min
Certificate
Included
On completion
Access
Fee by email
Or take the free aptitude test

What you'll learn

Understand how the financial system genuinely works, and the roles of banks, NBFCs, funds, RBI, and SEBI
Read and link the income statement, balance sheet, and cash flow statement of a real company
Apply profitability, liquidity, solvency, efficiency, and return ratios to assess a company's financial health
Build financial models in Excel, including time value of money, historicals, assumptions, and forecasting
Build a complete three statement financial model of a real listed company with ratio analysis and a forecast
Understand equity, debt, and hybrid instruments, IPOs, bonds, yields, mutual funds, and ETFs
Understand goal based financial planning, risk profiling, asset allocation, and insurance and tax basics
Use Generative AI to interpret financial statements, summarise filings, and draft client facing documents responsibly
Build and present a complete wealth management plan for a simulated client, defended in a live advisory presentation

Who this course is for

  • Absolute beginners who want a clear, guided path into finance, wealth management, and capital markets
  • Graduates from any stream aiming for a career in corporate finance, banking, or wealth advisory
  • Anyone preparing for finance internships, entry level roles, or NISM and CFA Level 1 pathways
  • Anyone who wants a disciplined, evidence based framework for financial modelling and planning

Skills you'll gain

Finance for BeginnersWealth ManagementCapital MarketsFinancial AnalysisAccounting BasicsIncome StatementBalance SheetCash Flow StatementFinancial RatiosFinancial ModellingThree Statement ModelExcel for FinanceTime Value of MoneyForecastingEquity and DebtIPOBonds and YieldsMutual FundsETFsFinancial PlanningGoal Based PlanningRisk ProfilingAsset AllocationRetirement PlanningInsurance PlanningRBI and SEBINISMBeginner Finance

This course includes

Live mentor led Ucanly sessions plus self paced recorded content, fully online
All practical work done through financial models, case studies, and simulated client scenarios
A minor project building a three statement financial model of a real company by week six
A major project building and presenting a complete client wealth plan by week eight
Ucanly portfolio review, finance resume and interview guidance, certification roadmap, and a personalized path to the Intermediate level
Direction toward NISM and CFA Level 1 pathways, and Certificate of Completion from Ucanly

Course content

8 modules · 47 lessons · 13 h 45 min

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.

Requirements

  • None. No commerce, finance, or maths background required, open to any graduate from any stream
  • A computer with a reliable internet connection and Excel or Google Sheets
  • Curiosity, consistency, and a willingness to work through real financial statements

About this course

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.

Earn a Ucanly certificate

Complete this course to earn a Ucanly certificate with its own page and QR code. Save it as a PDF, share its link, or add it to the certifications on your LinkedIn profile.

Certificate IncludedCertificate EligibleUcanly certificate

Frequently asked questions

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.