Financial Planning Academy courses

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...Introduction to Financial Planning - Module 1 This module serves as an introduction to financial planning broadly covering the following... Learn about: Financial Planning, Financial Services, Strategic Finance...

  • Certificate
  • Mumbai
  • 1 Year
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...Insurance and risk management - Module 2 This module exhaustively covers the knowledge requirements relating to: -Risk management and insurance decisions... Learn about: Insurance Risk Management, Insurance Management, Risk and Insurance...

  • Certificate
  • Mumbai
  • 1 Year
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...It broadly covers: -Retirement need analysis techniques -Development of retirement plans -Various retirement schemes such as: -Employees Provident Fund (EPF)... Learn about: Investment Securities, Pension Fund, Investment Management...

  • 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 Management, Investment Fund...

  • Certificate
  • Mumbai
  • 1 Year
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...House Property -Deductions and Allowances -Non Resident Indian tax laws -Tax Management Techniques Estate planning, the second section to this module... Learn about: Corporate Tax, Calculation Income 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 Services, Financial Planning, Financial Business...

  • Certificate
  • Mumbai
  • 1 Year
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