financial Planning

Bombay Stock Exchange Limited
In Mumbai

Free
You can also call the Study Centre
22227... More

Important information

  • Training
  • Mumbai
  • Duration:
    2 Days
Description

Important information
Venues

Where and when

Starts Location
On request
Mumbai
PHIROZE JEEJEEBHOY TOWERS DALAL STREET MUMBAI- 400001, 400001, Maharashtra, India
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Course programme

The course prepares the candidates as Investment Planning Advisors guiding people in investment across various asset classes to ensure financial security at older age. Banks and Insurance companies require large number of CFPs. In this era of super specialization, the Professional Certification - Certified Financial Planner Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and fathom a satisfying career in the financial services industry. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. Also covered are the types of personalities and their investment profiles along with the various stages in the life cycle of an investor. The course also provides strategies for reducing tax burden. In the end, it provides valuable information about how to build a model portfolio that suits your risk and return profile. A very good course for Graduates and Post graduates to improve their employability. The modules are Risk Management Module Retirement Planning Tax & Estate Planning Investment Planning