Top courses
- Certificate
- Mumbai
- 1 Year
...Introduction to Financial Planning - Module 1 This module serves as an introduction to financial planning broadly covering the following...
- Certificate
- Mumbai
- 1 Year
...Insurance and risk management - Module 2 This module exhaustively covers the knowledge requirements relating to: -Risk management and insurance decisions...
- Certificate
- Mumbai
- 1 Year
...Retirement Planning And Employee Benefits-Module 3 This module emphasizes on the process of wealth creation and the retirement planning strategies for individuals...
- Certificate
- Mumbai
- 1 Year
...Investment Planning-Module 4 This module discusses about the various investment vehicles and investment strategies required to execute any sound financial...
- Certificate
- Mumbai
- 1 Year
...Tax Planning And Estate Planning-Module 5 This module broadly covers the knowledge required by a CFP professional to advise their clients on the various...
- Certificate
- Mumbai
- 1 Year
...It thoroughly explains the following aspects related to the construction of a financial plan: -Establishing client- planner relationships...
Reviews on Financial Planning Academy
More information
Description
'Financial Planning Academy - Nurturing Financial Advisors'Financial Planning Academy. (FPA) is promoted by Sykes & Ray Equities Group, a renowned business house in the field of Financial Services in India. FPA has been established to initiate an entirely new platform for disseminating Financial Planning Education to the upcoming Financial Consultants and Certified Financial PlannersCM (CFPCM) of India, the most prestigious qualification for professionals in financial services globally.The directors and the team of FPA have been in the business for providing Investment Advisory for 20 years. As a commitment to share the knowledge on investments with the aspirants, they have promoted Financial Planning Academy . Our commitment towards achieving this objective of imparting the 'right education' to the 'right people' would definitely benefit the entire nation in the long run. The main objective of FPA is to provide easy access to the theory and practice of the financial planning discipline conforming to international standards through state-of-the-art teaching aids and world-class study material. Practical classes conducted by highly qualified and experienced faculties complemented by real life-based case studies achieve this objective.By this we impart world-class knowledge and experience to students, working executives and professionals interested in making a career in financial services in India. Vision Our vision is to nurture the students by showing them the path, to break