Advanced Financial Plan Construction
Certificate
In Mumbai
Description
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Type
Certificate
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Location
Mumbai
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Duration
1 Year
Facilities
Location
Start date
Start date
About this course
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)
Reviews
Course programme
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
Advanced Financial Plan Construction