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Investment and Financial Planning

Investment and financial planning skills are essential in the contemporary work environment, empowering individuals and organizations to efficiently handle finances, make educated choices, and achieve long-term stability. By acquiring these skills, people can attain financial independence, while businesses can navigate economic uncertainties, market fluctuations, and technological changes to maintain a competitive advantage and secure financial health.

Organizations value professionals with investment and financial planning expertise for their capacity to contribute to the company's enduring prosperity. These individuals can analyze market dynamics, evaluate investment prospects, and devise strategic financial plans, allowing businesses to optimize resource allocation, mitigate risks, and foster sustainable growth.

Assessment Details
US $15

Performance Analysis report

40 minutes
40 MCQ

Certificate of Specialization

Credential of Readiness 

Test Syllabus

Investment and Financial Planning Skill Test evaluates a candidate's understanding and ability to apply key concepts in investment and financial planning. By taking this test, candidates showcase their proficiency in devising strategic financial plans and making informed investment decisions that align with clients' financial goals and risk tolerance. Demonstrating strong knowledge in this area can help candidates stand out in the competitive job market and contribute effectively to organizations in the finance industry.


Topics covered in the test:


  • Equity/Commodities

  • General Insurance

  • Life Insurance

  • Mutual Funds

Related Roles

Having verifiable Investment and Financial Planning skills can unlock various internship and job opportunities within the competitive job market. The following roles are examples of positions you may be eligible for upon successfully completing this skill test. Keep in mind that the actual opportunities may vary based on market demand and your individual qualifications.


Internship Roles:


  • Investment Analyst Intern

  • Financial Planning Intern

  • Wealth Management Intern

  • Financial Advisory Intern

  • Portfolio Management Intern


Full-time Roles:


  • Investment Analyst

  • Financial Planner

  • Wealth Manager

  • Financial Advisor

  • Portfolio Manager

  • Retirement Planning Specialist

  • Risk Analyst

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