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Financial Planning Academy courses
- 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
...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
...Cash flows and debt management -Asset acquisition -Education planning -Overview of risk management investment planning & retirement planning...
- 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
...The broad categories it includes are: -Risk Return Analysis -Mutual Funds -Derivatives -Asset Allocation -Investment strategies -Portfolio construction and management...
- Certificate
- Mumbai
- 1 Year
...It thoroughly explains the following aspects related to the construction of a financial plan: -Establishing client- planner relationships...
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