Financial Planning Academy courses

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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: Strategic Finance, Financial Services, Financial Planning...

  • 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: Pension Fund, Investment Management, Investment Securities...

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

...Investment Planning-Module 4 This module discusses about the various investment vehicles and investment strategies required to execute any sound financial... Learn about: Investment Fund, Investment Management...

  • 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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...It thoroughly explains the following aspects related to the construction of a financial plan: -Establishing client- planner relationships... Learn about: Financial Services, Financial Business, Financial Planning...

  • Certificate
  • Mumbai
  • 1 Year
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