Advanced Financial Plan Construction

Certificate

In Mumbai

Price on request

Description

  • Type

    Certificate

  • Location

    Mumbai

  • Duration

    1 Year

Facilities

Location

Start date

Mumbai (Mahārāshtra)
See map
Financial Planning Academy,1st Floor,Doulatram Mansion, Kitridge Road,Colaba, 400005

Start date

On request

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)

Questions & Answers

Add your question

Our advisors and other users will be able to reply to you

Who would you like to address this question to?

Fill in your details to get a reply

We will only publish your name and question

Reviews

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

Advanced Financial Plan Construction

Price on request