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EMI from N/A/mo · 0% interest

ManagementTRENDINGCertificate ProgramCosmosIQ

Personal Finance & Investment Planning Workshop – 2 Days

The CosmosIQ Personal Finance & Investment Planning Workshop is a 2-day live program for salaried professionals, young adults, and anyone who wants to take control of their money. Covering personal budgeting, emergency fund building, mutual fund selection, SIP planning, basics of stock market investing, tax saving (ELSS, PPF, NPS), insurance planning, and retirement planning aligned with Indian financial instruments.

4.8(2,380 reviews)
9,200+ enrolled
Updated Jan 2026
2 days· Duration
16 Hours· Content
7 Modules· Structured
2+ Projects· Hands-on
Beginner· Level
English + Hindi· Language
C

Offered by

CosmosIQ · CosmosIQ® Initiative

9,200+ Students4.8 Rating

What You'll Learn

16-hour live financial planning workshop
SEBI-compliant financial education
Personal finance calculator toolkit
Investment portfolio template
CosmosIQ Finance Certificate
Monthly financial review checklist
Master Personal Budgeting
Master Mutual Fund Selection
Master SIP Planning
Master Stock Market Basics
Master Tax Planning (80C, ELSS)
Master Term Insurance

Who Is This Course For?

Salaried professionals not managing money well
Young adults starting their first job
Graduates receiving first salary
Parents planning children education fund

Requirements

  • No finance background needed
  • Laptop or smartphone
  • Genuine desire to improve finances

Course Curriculum

Career Outcomes

N/A Placement Rate
Better wealth creation Avg. Package

Personal budget mastery

High Demand

Smart investment plan

High Demand

Tax savings maximized

High Demand

Emergency fund built

High Demand

Retirement corpus planning

High Demand

Financial confidence

High Demand

Placement & Career Support

50+ Placement Team

Dedicated team working to get you placed

Dedicated Career Coach

Personal coach guiding you every step

LinkedIn Profile Optimization

Attract top recruiters with a stellar profile

GitHub / Portfolio Building

Showcase your projects to employers

Resume Writing Support

ATS-optimized resume by career experts

Mock Interview Prep

Practice interviews with industry experts

Skills You'll Master

Personal BudgetingMutual Fund SelectionSIP PlanningStock Market BasicsTax Planning (80C, ELSS)Term InsuranceRetirement Planning (NPS/PPF)Emergency Fund Strategy

Certificate of Completion

Industry-recognized certificate awarded upon successful completion of this program

C
CosmosIQ
SKILL ACADEMY

Empowering Learners for Success

CERTIFICATE
OF COMPLETION

This is to certify that

[ STUDENT NAME ]

has successfully completed the

Personal Finance & Investment Planning Workshop – 2 Days

conducted by CosmosIQ Skill Academy

2 days
·
CosmosIQ
·
Beginner
Personal BudgetingMutual Fund SelectionSIP PlanningStock Market BasicsTax Planning (80C, ELSS)Term Insurance
COMPLETION
COSMOSIQ
Program Director

Program Director

CosmosIQ Academy

Authorized

Authorized Signatory

CosmosIQ Academy

Verify: www.cosmosiq.ai

Cert No: CIQSA-390-0001 · Issue Date: [DD/MM/YYYY]

www.cosmosiq.ai

Recognized by 500+ employers
Blockchain Verified
Instant Download

Student Reviews

RK

Rahul Kumar

Program Graduate · Leading MNC

Batch 2024

"CosmosIQ's program was comprehensive and industry-aligned. The mentors were phenomenal and placement support exceptional."

PS

Priya Sharma

Program Graduate · Top Firm

Batch 2025

"The hands-on projects were my biggest strength during interviews. CosmosIQ truly prepares you for the real world."

AP

Amit Patel

Program Graduate · Fortune 500

Batch 2024

"Placement team worked tirelessly to get me placed. The curriculum is updated regularly with latest industry trends."

Frequently Asked Questions

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About Personal Finance & Investment Planning Workshop – 2 Days — Online Course on CosmosIQ®

Complete guide to Personal Finance Workshop certification online in India. By CosmosIQ on CosmosIQ®.

Course Overview

Category:Management
Duration:2 days
Level:Beginner
Modules:7 Structured Modules
Projects:2+ Hands-on Projects
Language:English + Hindi
Certificate:CosmosIQ® + CosmosIQ
Placement:N/A Rate · Better wealth creation Avg Package

Why Choose This Course?

Industry-Recognized Certificate

Trusted by 500+ top employers across India

N/A Placement Rate

Better wealth creation average salary package

100% Online & Flexible

Learn at your own pace, anytime anywhere

AI-Powered Learning

Personalized learning paths for faster skill mastery

Live Mentorship

Expert industry mentors guide you throughout

EMI from N/A

0% interest, 2 days flexible payment plan

Personal Finance Workshop — Skills, Certification & Career in India 2026

The Personal Finance & Investment Planning Workshop – 2 Days online course on CosmosIQ® is one of India's most comprehensive Management programs. Offered by CosmosIQ, this beginner level program covers Personal Budgeting, Mutual Fund Selection, SIP Planning, Stock Market Basics, Tax Planning (80C, ELSS) and more. With 16 hours of content, 7 modules and 2+ real-world projects, this 2 days program is designed to make you industry-ready. Join 9,200+ learners who have already enrolled and earned their professional certification. Available with EMI starting at N/A/month.

9,200+

Students Enrolled

Active Learners

4.8★

Course Rating

2,380 Reviews

N/A

Placement Rate

Better wealth creation Package

16

Hours Content

7 Modules

Student Login
CosmosIQ® Portal
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