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Financial Planning Academy courses
- Certificate
- Mumbai
- 1 Year
...that every financial planner must have knowledge of, so that he can secure his clients'retirement...
- Certificate
- Mumbai
- 1 Year
...House Property -Deductions and Allowances -Non Resident Indian tax laws -Tax Management Techniques Estate planning, the second section to this module...
- Certificate
- Mumbai
- 1 Year
...The six-step process financial planning -Client interactions -Code of Ethics -Time value of money applications -Personal financial statements...
- Certificate
- Mumbai
- 1 Year
...in personal financial planning. -Identifying client's exposure to mortality, heath,disability, property, liability, and long-term care risk is emphasized...
- 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
...Analyze Client Objectives, Needs and Financial Situation -Developing and presenting the financial plan -Implementing the financial...