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Ucanlyfor Education

Finance

Finance and Wealth Management Training & Internship

Learn financial statements, valuation basics, financial planning and investment products over three months. Open to students in any year and graduates.

  • Duration3 months
  • FormatOnline
  • FeeFrom ₹5,999

At a glance

What this programme gives you

What you walk away with

  • Read and analyse financial statements
  • Apply time value of money
  • Compare investment products by risk and return
  • Build a financial model in Excel
  • Prepare a financial plan for a sample client

Who it's for

  • BCom, BBA, MBA and economics students
  • Graduates exploring finance roles
  • Anyone who wants to manage money better

Eligibility

  • Students in any year, and graduates
  • Comfort with school-level maths; no finance background needed
  • A laptop and a stable internet connection
  • A few hours each week, for all three months

What's included

  • Recorded lessons you can watch again at any time
  • Projects you can show in a portfolio
  • Certificates with their own page and QR code that anyone can check

How it runs

Your month-by-month path

Month 1: Training · Month 2: Internship project · Month 3: Capstone and career preparation

The language of finance.

  • Financial statements and ratios
  • Time value of money
  • Investment products
  • Risk and return

A finance project built like an internship task.

  • A brief with clear milestones
  • A company analysis in Excel
  • Financial modelling basics
  • Submit your milestones for evaluation

A capstone plan, and getting ready to present it.

  • Capstone: a financial plan for a sample client
  • Tax and regulation basics
  • Final evaluation and certificates
  • Career plan: placement assistance and mock interviews

Plans

Choose how you learn

Every plan has the same courses and certificates. The plans differ in the live help around them.

  • Self-paced

    Learn at your own pace

    ₹5,999

    EMI from ₹211 a month on cards. Your bank charges the interest.

    • Recorded lessons
    • Hands-on projects
    • Programme completion and internship certificates
  • Recommended

    Live

    Live classes and doubt sessions

    ₹8,999

    EMI from ₹316 a month on cards. Your bank charges the interest.

    Everything in Self-paced, plus

    • Live sessions
    • Doubt-clearing sessions

  • Career

    Live, plus help with placements

    ₹14,999

    EMI from ₹527 a month on cards. Your bank charges the interest.

    Everything in Live, plus

    • Placement assistance
    • Mock interviews with a person
    • Resume and LinkedIn review
    • A session with the founding team

Pay ₹2,500 to register. The rest is due within 15 days of registering.

Applying is free, and you can change your plan before you pay.

Placement assistance comes with no job guarantee.

About

Programme overview

Who this is for

Commerce, management and economics students, and anyone who wants to understand money, markets and financial planning.

What you learn

Financial statements and ratios, time value of money, budgeting and financial planning, investment products (equity, debt, mutual funds, insurance), risk and return, tax basics, and financial modelling in Excel.

How it runs

Three months, one phase each: training, an internship project, then a capstone project and career preparation. Every plan has the same lessons, projects and certificates. The Live plan adds live sessions and doubt-clearing sessions. The Career plan adds placement assistance, mock interviews with a person, a resume and LinkedIn review and a session with the founding team.

What you finish with

A finished financial plan for a sample client and a company analysis built in Excel. You also get a programme completion certificate and an internship completion certificate. Placement assistance, where your plan includes it, comes with no job guarantee.

Please note

This is education, not investment advice. Nothing here recommends a product or promises a return.

Selection process

From applying to day one

Every step is emailed to you with your application ID, and you can follow it on your own tracker page.

  1. Apply

    2 minutes

    Free. Choose your plan. You get an application ID straight away.

  2. Register

    Straight after applying

    Pay the registration fee to hold your place. It counts towards your plan's fee and is not refundable.

  3. Pay the rest

    By the due date

    From the same link, by UPI, card or net banking. Your courses open once it is paid.

  4. Onboarding

    Before month 1

    Your schedule and your cohort.

Recognition

Certificates and documents

4 certificates, issued to eligible participants on successful completion. Every plan gets the same certificates. Letters are written by our team, based on your performance. Every certificate has its own page and QR code that anyone can check at ucanly.io/certificates.
  • Ucanlyfor Education

    Certificateof Completion

    Issued by
    Ucanly for Education
    Certificate ID
    SAMPLE

    This certificate is presented to

    Your Name

    has successfully completed the programme

    Finance and Wealth Management Training & Internship

    Date of issue
    1 October 2026
    Scan to verify
    ucanly.io/certificates

    Issued by Ucanly for Education, an IBM Silver Business Partner and a Google for Education partner. These partners do not issue or endorse this certificate.

    Programme completionWhen you complete the programme.
  • Ucanlyfor Education

    Certificateof Internship

    Issued by
    Ucanly for Education
    Certificate ID
    SAMPLE

    This certificate is presented to

    Your Name

    has successfully completed the internship in

    Finance and Wealth Management Training & Internship

    As Intern · 1 June – 31 August 2026 · 3 months

    Date of issue
    1 October 2026
    Scan to verify
    ucanly.io/certificates

    Issued by Ucanly for Education, an IBM Silver Business Partner and a Google for Education partner. These partners do not issue or endorse this certificate.

    Internship completionFor the internship inside the programme.
  • Programme Completion Certificate
  • Internship Completion Certificate
  • Experience Letter, based on performance
  • Letter of Recommendation, based on performance

For parents

What a parent will want to know

The fee, refunds, the schedule and what placement assistance means, all in one place.

The fee

Applying is free, and nothing is paid unless your child is selected. You pay after you apply, on the next screen. Every plan has the same courses and certificates.

Programme fee:
From ₹5,999
Self-paced plan:
₹5,999
Live plan:
₹8,999
Career plan:
₹14,999
To register:
₹2,500
The rest is due:
Within 15 days of registering
Card EMI from ₹211/monthOver 36 months at 16% a year. See all options
MonthsPer monthInterest a year
3₹2,03911.88%
6₹1,03813%
9₹70614%
12₹53914%
18₹37114%
24₹28814%
36₹21116%

On the Self-paced plan's ₹5,999, at the lowest rate any bank offers for each tenure. Your bank charges the interest and may add a processing fee, so the total you repay is more. Choose EMI in the payment window to see your own card's plans.

Refunds

  • Programme fee: A full refund if you ask before the end of the first week of your cohort, apart from the registration fee, which is not refundable. After the first week, the fee is not refunded.
  • Registration fee: The registration fee holds your seat, counts towards the programme fee and is not refundable once paid. The remaining amount is due within 15 days of registering.
Read the refund policy

The schedule

Duration:
3 months
Format:
Online
  1. Month 1: Training
  2. Month 2: Internship project
  3. Month 3: Capstone and career preparation

Placement assistance

Is a job guaranteed?

No. The Career plan includes placement assistance: help with your resume and LinkedIn, mock interviews and help applying for openings that suit you. Whether you get an offer depends on your interviews and on what employers are hiring for.

Book a free call with a counsellor

Run by Ucanly for Education, Bengaluru: a registered company you can talk to before you pay anything. Read about us.

Next step

Apply for this programme

Applying is free and takes a couple of minutes. Choose your plan, apply, and pay the registration fee on the next screen to hold your place.

  • No card details on the form
  • Your answers are saved on this device as you go
  • You get an application ID straight away

4 certificates and documents are issued to eligible participants on successful completion.

Questions

Frequently asked questions

Yes. Applying is free. The plans and their prices are on this page. You pay a registration fee first, which is not refundable, and the rest by the due date shown when you pay. Card EMI is offered where your bank supports it, and your bank charges the interest.

Every plan has the same lessons, projects and certificates. Live adds live sessions and doubt-clearing sessions. Career adds placement assistance, mock interviews with a person, a resume and LinkedIn review and a session with the founding team. You can change your plan before you pay.

No finance background is needed. Month one starts with the basics.

No. The Career plan includes placement assistance: help with your resume and LinkedIn, mock interviews and help applying for openings that suit you. Whether you get an offer depends on your interviews and on what employers are hiring for.

Yes. The recorded lessons and projects fit around any timetable. Live sessions are held at set times, so ask a counsellor for them before you choose the Live or Career plan.

A programme completion certificate and an internship completion certificate, on every plan, once your work is complete. Experience and recommendation letters are written by our team, based on your performance. Every certificate has its own page and QR code that anyone can check.

You get an application ID straight away and go to the payment page. Pay the registration fee to hold your place, then the rest by the due date. You can follow every step on your own tracker page.

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Not sure this programme is right for you?

Take the free aptitude test first, or ask a counsellor on a free career call before you apply.

Take the free aptitude test