ratings
India’s First Integrated Financial Psychology + Advisory Practice Certification
Most courses teach:
Mutual funds, Financial planning basics, Insurance, Sales techniques
❌ None deeply integrate:
Behavioral finance, Emotional money patterns,Counselling frameworks, Practice-building systems
Indian socio-cultural financial psychology
Financial Counselling (Not Financial Planning. Not Therapy. Not Sales.)
It sits between:
Financial Adviser
Psychologist
Wealth Manager
Behavioural Coach
You are creating a new professional identity.
PRIVATE
Course Access
6 months
Last Updated
19 February 2026
Students Enrolled
1
Total Video Time
27 years, 9 months
Posted by
Certification
“India’s First Structured Financial Counselling Certification Integrating Behavioral Finance, Emotional Intelligence, and Practical Advisory Systems.”
For
- Mutual fund distributors
- Insurance advisors
- PMS distributors
- Financial planners
- HR professionals
- Counselors
- CA / CFP professionals
Surinder Singh Rawat
3.5
3.5
327
Studens
About Instructor
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Course Currilcum
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- UNIT 1 LEARNING OBJECTIVES 7 days
- UNIT 2 What is Financial Counselling? 7 days
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