Advanced Financial Plan Construction

Financial Planning Academy
In Mumbai

Price on request
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Important information

  • Certificate
  • Mumbai
  • Duration:
    1 Year
Description

Important information
Venues

Where and when

Starts Location
On request
Mumbai
Financial Planning Academy,1st Floor,Doulatram Mansion, Kitridge Road,Colaba, 400005, Maharashtra, India
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Frequent Asked Questions

· Requirements

To qualify as a Associate Financial Planner (AFP) the minimum requirement is: -Clear any 1 Module of the CFP course -Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)

Course programme

ADVANCED FINANCIAL PLAN CONSTRUCTION -Module 6

This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan:

-Establishing client- planner relationships
-Analyze Client Objectives, Needs and Financial Situation
-Developing and presenting the financial plan
-Implementing the financial plan
-Monitoring the financial plan


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