Basics of Financial Planning

IMS Proschool

Rs 7,500
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Important information

  • Course
  • Distance learning
  • Mumbai

Important information

Where and when

Starts Location
On request
67, Jayant Building, Jain Hostel Road, Near Sion circle, Sion – west, Mumbai, 400022, Maharashtra, India
See map

Course programme

We can design and deliver programs based on your specific requirements. While developing the content we keep in mind your business needs, the profile of participants and the market place they operate in. The case studies, the training material and the delivery are customized to suit your requirements to ensure relevance and interest for the participants. Sessions involve participant’s interactions via role plays, presentations thereby encouraging the participants to apply their learning in a simulated environment.

* Data Gathering
* Understanding Net worth
* Setting Financial Goals
* Personal Budgeting
* Investment Basics
* Protecting Net Worth
* Retirement Planning
* The Investment Triangle
* The Investment Strategies
* The Personal Taxation
* Developing Financial Plan

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