Certified Financial Literate (Level 5)

"Plan for Life, Prepare for Legacy"

Emphasizes long-term planning including foreign exchange, estate planning, insurance roles, and the technology driving modern financial systems.

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Use of tech in securities and banking

Use of tech in securities and banking

Building and preserving financial health

Building and preserving financial health

Tax compliance and fraud awareness

Tax compliance and fraud awareness

Role of Financial Institutions in Economic Stability

Role of Financial Institutions in Economic Stability

Elder care and retirement strategies

Elder care and retirement strategies

Understanding Legal & Financial Rights of Investors

Understanding Legal & Financial Rights of Investors

    Course Fees:
  • ₹ 6,000
  • ₹ 8,000

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Course Features

Budgeting for Major Life Goals

Budgeting for Major Life Goals

Currency and Forex Basics

Currency and Forex Basics

Financial Health Check-Ups

Financial Health Check-Ups

Retirement and Estate Planning

Retirement and Estate Planning

Real Estate Frauds and Arbitration

Real Estate Frauds and Arbitration

Income Tax Filing and Document Management

Income Tax Filing and Document Management


Syllabus

15 sections • 15 lectures • 01h 25m total length
BANKING COMPLAINTS
3.38min
BASICS OF FOREIGN EXCHANGE
5.47min
SAFEGUARDING AGAINST COUNTERFEIT CURRENCY
4.32min
BANKING COMPLAINTS
3.38min
BASICS OF FOREIGN EXCHANGE
5.47min
SAFEGUARDING AGAINST COUNTERFEIT CURRENCY
4.32min
ASSET ALLOCATION AND RISK & RETURN
7.51min
TAKING CARE OF YOUR OLD ONES
4.10min
HOUSEHOLD FINANCIAL HEALTH CHECK-UP
7.07min
BENEFITS OF THE INSURANCE COMPANY AND THE IRDA’S ROLE
5.51min
RETIREMENT AND ESTATE PLANNING
7.35min
IMPORTANCE OF MAINTAINING FINANCIAL RECORDS
9.26min
USE OF TECHNOLOGY IN SECURITIES MARKET
5.20min
FREE TIPS AND BOGUS COMPANY SCAMS
3.17min
REAL ESTATE AND BANKING FRAUDS
6.30min
ARBITRATION
4.08min
INCOME TAX
6.31min
INCOME TAX RETURN
6.06min

Learning Outcomes

Learning Outcomes Image
Competency in legacy and estate planning
Proficiency in forex and tax return processes
Understanding of insurance and tech-enabled finance
Ability to evaluate investment options and manage portfolio risk
Skills in identifying and preventing financial scams and frauds

 

About The Program 

Awareness for Non-Finance Background
Focus on Financial Independence
Ideal for Professionals or Students
Learn Anytime, Anywhere
Ideal for Professionals or Students
Tests/Quiz

Financial Literacy Roadmap at Vantage Knowledge Academy

Career Opportunities

Estate and retirement planners (support roles)
Tax documentation consultants
Arbitration and fraud mitigation assistants
Investment research and portfolio analysis assistants
Customer service and grievance redressal coordinators

FAQs

What will I learn in Level 5?
Is this suitable for people already in debt?
How much is the fee for Level 5?
Will I learn about credit scores and reports?
Does this include student loans and EMIs?
Can I understand credit cards better through this?
Will there be calculators for EMIs or debt planning?