This course provides a complete foundation in the investment advisory profession, exploring how advisors assess client needs, build financial plans, and manage diversified portfolios. Learners gain a solid understanding of global financial markets, behavioral finance, asset allocation, and risk management. Through modern advisory tools, ethical frameworks, and case-based learning, participants develop the skills needed to deliver professional, client-centric investment guidance. Designed for aspiring advisors, analysts, and portfolio managers, the program bridges traditional financial planning with emerging technologies to prepare learners for today’s dynamic advisory landscape.