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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
...is also vital to any financial plan. It mainly covers: -Wills -Trusts -Indian Succession Act -Power of Attorney -Joint ownership of property...
- 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
...Medical Insurance -Insurance of Business Risk -Regulation of Insurance -Insurance Pricing -Insurance Companies...
- 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
...Analyze Client Objectives, Needs and Financial Situation -Developing and presenting the financial plan -Implementing the financial...