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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
...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
...Introduction to Financial Planning - Module 1 This module serves as an introduction to financial planning broadly covering the following...
- 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
...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
...It thoroughly explains the following aspects related to the construction of a financial plan: -Establishing client- planner relationships...