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CERTIFIED FINANCIAL COUNSELLOR

5

1

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

1 year

Last Updated

13 August 2026

Students Enrolled

1

Total Video Time

778 years, 2 months

Posted by

Surinder Singh Rawat

Certification

Preview Certificate

“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
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Surinder Singh Rawat
3.67 3.6666666666666665
347

Studens

About Instructor

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Course Currilcum

    • WELCOME MESSAGE 24 hours
    • Chapter 1 IntroductionFinancial Counselling in India 24 hours
    • Section 1: Understanding the Need for Financial Counselling in India 00:10:00
    • Section 1.2: Evolution of Financial Counselling Worldwide 00:10:00
    • Section 1.3 Evolution of Financial Counselling in India 00:05:00
    • Section 1.4 What is Financial Counselling? 00:10:00
    • Section 1.5 International Definitions of Financial Counselling 00:10:00
    • Section 1.6 Philosophy of Financial Counselling 00:10:00
    • Section 1.7 Who is a Certified Financial Counsellor 00:10:00
    • Section 1.8 Financial Counselling versus Other Professions 00:10:00
    • Section 1.9 Scope of Practice of a Certified Financial Counsellor 00:10:00
    • Section 1.10 Regulatory Environment in India 00:05:00
    • Section 1.11.1 Understanding the Behavioural Nature of Financial Problems 00:10:00
    • Section 1.11.2 Money Beliefs 00:10:00
    • Section 1.11.3 Money Scripts* Unlimited
    • Section 1.11.4 Habits are the visible expression of invisible beliefs and scripts. 00:10:00
    • Section 1.11.5 Financial Emotions 00:10:00
    • Section 1.11.6 Family Influence on Financial Behaviour 00:10:00
    • Section 1.11.7 Culture and Money 00:15:00
    • Section 1.11.8 Childhood Experiences and Money 00:10:00
    • Section 1.11.9 Financial Trauma 00:10:00
    • Section 1.11.10 Behavioural Biases 00:10:00
    • Section 1.11.11 Loss Aversion 00:10:00
    • Section 1.11.12 Anchoring Bias 00:10:00
    • Section 1.11.13 Present Bias 00:10:00
    • Section 1.11.14 Status Spending and Social Comparison 00:10:00
    • Section 1.11.15 Lifestyle Inflation 00:10:00
    • Section 1.11.16 Emotional Spending and Decision Fatigue 00:10:00
    • Section 1.11.17 Integrating Behavioural Insights into Financial Counselling Practice 00:10:00
    • Section 1.12 The FTAI Money Behaviour Pyramid™ 00:10:00
    • Section 1.13 Ethical Foundations of Financial Counselling 00:10:00
    • Section 1.14 Professional Identity of a Certified Financial Counsellor Unlimited
    • Section 1.15 CFC® Professional Competency Framework™ 00:10:00
    • Section 1.16 Professional Mindset of a Certified Financial Counsellor 00:10:00
    • Chapter 1 End-of-Chapter Learning Activities 00:10:00
    • 2.0.1 Chapter Introduction 00:10:00
    • 2.0.2 Why This Chapter Matters 00:05:00
    • 2.0.3 Learning Objectives 00:05:00
    • 2.0.4 Competencies Developed 00:05:00
    • 2.1.1 Introduction to Personal Finance 00:10:00
    • 2.1.2 Meaning of Personal Finance 00:10:00
    • 2.1.3 Objectives of Personal Finance 00:10:00
    • 2.1.4 Importance of Personal Finance Unlimited
    • 2.1.5 Components of Personal Finance Unlimited
    • 2.1.6 Personal Finance in Everyday Life Unlimited
    • 2.1.7 Personal Finance in the Indian Context Unlimited
    • 2.1.8 Common Financial Mistakes Unlimited
    • 2.1.9 Role of a Financial Counsellor in Personal Finance Unlimited
    • 2.1.10 Key Principles of Personal Finance Unlimited
    • 2.2 – Financial Well-being and Financial Health Unlimited
    • 2.2 – Financial Well-being and Financial Health Unlimited
    • 2.2.3 Dimensions of Financial Well-being Unlimited
    • 2.2.3.10 Dimension 1: Cash Flow Management Unlimited
    • 2.2.3.11 Dimension 2: Financial Protection Unlimited
    • 2.2.3.12 Dimension 3: Debt Management Unlimited
    • 2.2.3.13 Dimension 4: Savings Behaviour Unlimited
    • 2.2.3.14 Dimension 5: Investment Readiness Unlimited
    • 2.2.3.15 Dimension 6: Retirement Preparedness Unlimited
    • 2.2.3.16 Dimension 7: Financial Behaviour & Mindset Unlimited
    • Section 2.2 – Financial Well-being and Financial Health Unlimited
    • 2.2.4 Integrating the Eight Dimensions of Financial Well-being 00:10:00
    • Section 2.3 – The Personal Financial Planning Process Unlimited
    • Section 2.4 – Financial Goal Setting and Life Planning 00:10:00
    • Section 2.5 – Life Cycle Financial Planning 00:10:00
    • Section 2.6 – Financial Decision-Making and Behavioural Influences 00:10:00
    • 2.3.4.7 Scope and Limitations of a Financial Counsellor 1 week, 3 days
    • 2.7 Think Like a Financial Counsellor Unlimited
    • 2.8 – Reflection Exercise 00:10:00
    • 2.9 – Indian Case Studies 00:10:00
    • 2.10 – Practical Activity 00:10:00
    • 2.11 – Skill Practice (Role Play) Unlimited
    • 2.12 – Key Terms & Definitions 00:10:00
    • 2.13 – Chapter Summary 00:10:00
    • 3.1 Financial Life Assessment and Goal Setting 3 days
    • 3.2 – Client Discovery and Life Exploration 2 days
    • 3.3 – Financial Goal Setting and Prioritisation 24 hours
    • 3.4 – Financial Life Assessment Tools and Frameworks 2 days
    • 3.5 Think Like a Financial Counsellor 24 hours
    • 3.6 Reflection Exercise 24 hours
    • 3.7 Indian Case Studies 24 hours
    • 3.8 Practical Activity 24 hours
    • 3.9 Skill Practice (Role Play) 24 hours
    • 3.10 Key Terms & Definitions 24 hours
    • 3.11 Chapter Summary 24 hours
    • 3.12 Knowledge Check 24 hours
    • 3.13 Assignments 24 hours
    • 3.14 Professional Development Exercise 24 hours
    • 3.15 Chapter Competency Checklist 24 hours
    • 3.16 Recommended Reading 24 hours
    • 3.17 Digital Learning Resources 24 hours
    • QUIZ 3 CHAPTER 00:50:00
    • 4.1 – Cash Flow Management and Budgeting 24 hours
    • 4.2 Understanding Cash Flow 24 hours
    • 4.3 Income Assessment and Cash-Inflow Analysis 24 hours
    • 4.4 Expense Assessment and Spending Analysis 24 hours
    • 4.5 Budgeting: From Financial Data to a Working Plan 24 hours
    • 4.6 Savings, Surplus Management and Financial Resilience 24 hours
    • 4.7 Cash-Flow Behaviour and the Psychology of Spending 24 hours
    • 4.8 Cash-Flow Diagnosis and the CFC® Assessment-to-Action Process™ 24 hours
    • 4.9 The CFC® Cash Flow Assessment and Budgeting Worksheet™ 24 hours
    • 4.10 Conducting the CFC® Cash-Flow Counselling Conversation™ 24 hours
    • 4.11 Cash-Flow Case Studies: Applying the CFC® Framework™ Unlimited
    • 4.11 Cash-Flow Case Studies 24 hours
    • 4.12 Practical Activity 24 hours
    • 4.13 Skill Practice 24 hours
    • 4.14 Key Terms & Definitions 24 hours
    • 4.15 Chapter Summary 24 hours
    • 4.16 – Knowledge Check 24 hours
    • 4.17 Assignments 24 hours
    • 4.18 Professional Development Exercise 24 hours
    • 4.19 Chapter Competency Checklist 24 hours
    • 4.20 Recommended Reading 24 hours
    • 5.1 Introduction to Financial Protection 24 hours
    • 5.2 Understanding Financial Risk 24 hours
    • 5.3 Types of Personal and Family Financial Risks 24 hours
    • 5.4 Risk Identification and Risk Assessment 24 hours
    • 5.5 Risk Exposure and Financial Consequences 24 hours
    • 5.6 Emergency Preparedness and Financial Resilience 24 hours
    • 5.7 Insurance as a Financial Protection Mechanism 24 hours
    • 5.8 Life Insurance and Income Protection 24 hours
    • 5.9 Health Insurance and Medical Risk Protection 24 hours
    • 5.10 Property, Liability and Asset Protection 24 hours
    • 5.11 Insurance Needs Assessment and Protection Gap Analysis 24 hours
    • 5.12 Integrated Risk Management and Protection Strategy 24 hours
    • 5.13 Financial Resilience, Contingency Planning and Family Protection 24 hours
    • 5.14 Professional Practice: Conducting a Financial Protection Review 24 hours
    • 5.15 Think Like a Financial Counsellor 24 hours
    • 5.16 Reflection Exercise 24 hours
    • 5.17 Indian Case Studies 24 hours
    • 5.18 Practical Activity 24 hours
    • 5.19 Skill Practice (Role Play) 24 hours
    • 5.20 Key Terms & Definitions 24 hours
    • 5.21 Chapter Summary 24 hours
    • 5.22 Professional Development Exercise 24 hours
    • 5.23 Chapter Competency Checklist 24 hours
    • 5.24 Recommended Reading 24 hours
    • 5.25 Digital Learning Resources 24 hours
    • 5.26 Knowledge Check 24 hours
    • 6.1 COMMUNICATION AND COUNSELLING SKILLS Unlimited
    • 6.2 Communication in Financial Counselling 24 hours
    • 6.3 Active Listening in Financial Counselling 24 hours
    • 6.4 Empathy, Rapport and Client-Centred Communication 24 hours
    • 6.5 Questioning and Probing Techniques in Financial Counselling 24 hours
    • 6.6 Understanding Client Emotions and Behaviour in Financial Counselling 24 hours
    • 6.7 Explaining Financial Concepts Clearly 24 hours
    • 6.8 Active Listening and Reflective Listening 24 hours
    • 6.9 Non-Verbal Communication and Counselling Presence 24 hours
    • 6.10 Empathy, Rapport and Professional Boundaries 24 hours
    • 6.11 Questioning Techniques in Financial Counselling 24 hours
    • 6.12 Active Listening and Reflective Listening 24 hours
    • 6.13 Emotional Intelligence in Financial Counselling 24 hours
    • 6.14 Non-Verbal Communication in Financial Counselling 24 hours
    • 6.15 Building Rapport and Professional Trust 24 hours
    • 6.16 Managing Difficult Conversations in Financial Counselling 24 hours
    • 6.17 Giving and Receiving Feedback in Financial Counselling 24 hours
    • 6.18 Conflict Management and Resolution in Financial Counselling 24 hours
    • 6.19 Counselling Clients Through Financial Decisions 24 hours
    • 6.20 Supporting Client Behaviour Change 24 hours
    • 6.21 Managing Client Resistance and Ambivalence 24 hours
    • 6.22 Ethical Communication and Professional Boundaries in Financial Counselling 24 hours
    • 6.23 Reflection Exercise 24 hours
    • 6.24 Indian Case Studies 24 hours
    • 6.25 Practical Activity 24 hours
    • 6.26 Skill Practice (Role Play) 24 hours
    • 6.27 Key Terms 24 hours
    • 6.28 Chapter Summary 24 hours
    • 6.29 Assignments 24 hours
    • 6.30 Professional Development Exercise 24 hours
    • 7.1 Cash Flow, Budgeting and Debt Counselling 24 hours
    • 7.2 Learning Objectives and Competencies 24 hours
    • 7.3 Understanding Household Cash Flow 24 hours
    • 7.4 Income Assessment and Cash-Flow Mapping 24 hours
    • 7.5 Expenditure Assessment and Budgeting Fundamentals 24 hours
    • 7.6 Budget Construction and Cash-Flow Management 24 hours
    • 7.7 Understanding Household Debt and Credit 24 hours
    • 7.8 Debt Assessment and Debt Burden Analysis 24 hours
    • 7.9 Debt Repayment Strategies and Financial Counselling 24 hours
    • 7.10 Credit Behaviour and Credit Management Unlimited
    • 7.11 Emergency Funds and Financial Resilience 24 hours
    • 7.12 Financial Risk Identification and Household Vulnerability 24 hours
    • 7.13 Financial Goal Setting and Priority Management 24 hours
    • 7.14 Financial Decision-Making and Trade-Offs 24 hours
    • 7.15 Financial Action Planning and Behavioural Commitment 24 hours
    • 7.16 Monitoring, Review and Financial Behaviour Change 24 hours
    • 7.17 Integrating Household Financial Assessment into Counselling Practice 24 hours
    • 7.18 Financial Counselling Conversation: From Assessment to Action 24 hours
    • 7.19 Ethical and Professional Considerations in Household Financial Counselling 24 hours
    • 7.20 Chapter Integration: The Household Financial Counselling Process 24 hours
    • 7.21 Think Like a Financial Counsellor 24 hours
    • 7.22 Reflection Exercise 24 hours
    • 7.23 Indian Case Studies 24 hours
    • 7.24 Practical Activity: Household Financial Assessment & Counselling Map 24 hours
    • 7.25 Skill Practice (Role Play) Unlimited
    • 7.26 Key Terms 24 hours
    • 7.29 Professional Development Exercise 24 hours
    • 7.30 Chapter Competency Checklist 24 hours
    • 7.31 Recommended Reading 24 hours
    • 7.32 Digital Learning Resources 24 hours
    • 7.33 Knowledge Check 24 hours
    • 8.1 Protecting Financial Well-Being from Financial Shocks 24 hours
    • 8.2 Understanding Financial Risk in Household Financial Counselling 24 hours
    • 8.3 Household Financial Risk Identification and Risk Mapping 24 hours
    • 8.4 Income Protection, Dependency and Loss of Earning Capacity 24 hours
    • 8.5 Health, Medical and Disability Risk in Household Financial Counselling 24 hours
    • 8.6 Life Risk, Family Dependency and Financial Protection 24 hours
    • 8.7 Debt, Liability and Financial Obligation Risk 24 hours
    • 8.8 Asset, Investment and Wealth Concentration Risk 24 hours
    • 8.9 Inflation, Interest Rate and Purchasing Power Risk 24 hours
    • 8.10 Insurance, Protection and Risk-Transfer Considerations 24 hours
    • 8.11 Emergency Preparedness, Contingency Planning and Household Financial Resilience 24 hours
    • 8.12 Household Financial Risk Prioritisation and Integrated Risk Response 24 hours
    • 8.13 – Developing a Household Financial Risk Management Plan 24 hours
    • 8.14 – Monitoring, Review and Continuous Improvement of Household Financial Risk 24 hours
    • 8.15 – Integrating Financial Risk Management into the Household Financial Counselling Process 24 hours
    • 8.16 – Ethical, Professional and Regulatory Considerations 24 hours
    • 8.17 – Chapter Integration: The Household Financial Risk Counselling Process 24 hours
    • 8.18 – Think Like a Financial Counsellor 24 hours
    • 8.19 – Reflection Exercise 24 hours
    • 8.20 – Indian Case Studies 24 hours
    • 8.21 – Practical Activity: Household Financial Risk Mapping & Response Plan 24 hours
    • 8.22 – Skill Practice (Role Play) 24 hours
    • 8.23 – Key Terms 24 hours
    • 8.24 – Chapter Summary 24 hours
    • 8.25 – Assignments 24 hours
    • 8.26 – Professional Development Exercise 24 hours
    • 8.27 – Chapter Competency Checklist 24 hours
    • 8.28 – Recommended Reading 24 hours
    • 8.29 – Digital Learning Resources Unlimited
    • 8.30 – Knowledge Check 24 hours
    • 9.1 – FINANCIAL PROTECTION, INSURANCE & CONTINGENCY PLANNING 00:20:00
    • 9.2 – Foundations of Financial Protection and Household Preparedness 00:20:00
    • 9.3 – Protection Needs Assessment and the Household Protection Gap 00:15:00
    • 9.4 – Life Protection, Income Replacement and Family Dependency 00:20:00
    • 9.5 – Health, Medical and Disability Protection Needs 00:20:00
    • 9.6 – Income Protection, Disability and Loss of Earning Capacity 00:30:00
    • 9.7 – Disability, Long-Term Care and Household Financial Vulnerability 00:20:00
    • 9.8 – Critical Illness, Hospitalisation and Major Medical Expense Risk 00:20:00
    • 9.9 – Insurance Needs Assessment: Principles, Suitability and Protection Gaps 00:20:00
    • 9.10 – Insurance Selection, Policy Evaluation and Client Suitability Considerations 00:20:00
    • 9.11 – Insurance Review, Claims Preparedness and Protection Continuity 00:30:00
    • 9.12 – Contingency Planning 00:30:00
    • 9.13 – Household Protection Architecture 00:20:00
    • 9.14 – Household Financial Protection Monitoring and Review 00:30:00
    • 9.15 – Integrating Financial Protection into the Household Financial Counselling Process 00:30:00
    • 9.16 – Ethical, Professional and Regulatory Considerations 00:30:00
    • 9.17 – Chapter Integration 00:20:00
    • 9.18 – Think Like a Financial Counsellor 00:30:00
    • 9.19 – Reflection Exercise 00:30:00
    • 9.20 – Indian Case Studies 00:30:00
    • 9.21 – Practical Activity 2 weeks, 6 days
    • 9.22 – Skill Practice (Role Play) 00:20:00
    • 9.23 – Key Terms 00:30:00
    • 9.24 – Chapter Summary 00:20:00
    • 9.25 – Assignments 00:20:00
    • 9.26 – Professional Development Exercise 00:20:00
    • 9.27 – Chapter Competency Checklist 00:20:00
    • 9.28 – Recommended Reading 00:20:00
    • 9.29 – Digital Learning Resources 00:20:00
    • 9.30 – Knowledge Check 00:20:00

Course Reviews

5

5
1 ratings
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  1. kashishrawatchd@gmail.com11 August 2026 at 09:21
    Best Training in Financial Counselling
    5

    Best Training in Financial Counselling. In depth knowledge in theory and practical.

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