Financial Planning Academy courses

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  • Distance learning 0
  • Online 0
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  • Classroom-based 6
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6 results

...Cash flows and debt management -Asset acquisition -Education planning -Overview of risk management investment planning & retirement planning... Learn about: Financial Services, Financial Planning, Strategic Finance...

  • Certificate
  • Mumbai
  • 1 Year
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...in personal financial planning. -Identifying client's exposure to mortality, heath,disability, property, liability, and long-term care risk is emphasized... Learn about: Risk and Insurance, Insurance Management, Insurance Risk Management...

  • Certificate
  • Mumbai
  • 1 Year
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...Public Provident Fund (PPF) -Superannuation Fund -Gratuity -Other Pension Plans -Post-retirement counseling This is an important and a critical module... Learn about: Investment Management, Pension Fund, Investment Securities...

  • Certificate
  • Mumbai
  • 1 Year
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Investment Planning Course in Mumbai Financial Planning Academy

...The broad categories it includes are: -Risk Return Analysis -Mutual Funds -Derivatives -Asset Allocation -Investment strategies -Portfolio construction and management... Learn about: Investment Fund, Investment Management...

  • Certificate
  • Mumbai
  • 1 Year
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...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... Learn about: Calculation Income Tax, Corporate Tax...

  • Certificate
  • Mumbai
  • 1 Year
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...Analyze Client Objectives, Needs and Financial Situation -Developing and presenting the financial plan -Implementing the financial... Learn about: Financial Business, Financial Planning, Financial Services...

  • Certificate
  • Mumbai
  • 1 Year
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