Introduction to Financial Planning
Certificate
In Mumbai
Description
-
Type
Certificate
-
Location
Mumbai
-
Duration
1 Year
Facilities
Location
Start date
Start date
About this course
-The minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
-To qualify as a CFP the minimum requirement is to clear all modules and:
-Graduation Degree (Any field) + 3 years Work Experience
or
-Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field.
Reviews
Course programme
-The six-step process financial planning
-Client interactions
-Code of Ethics
-Time value of money applications
-Personal financial statements
-Cash flows and debt management
-Asset acquisition
-Education planning
-Overview of risk management investment planning & retirement planning
-Special circumstances
-Plan integration ethics and business aspects of financial planning
Introduction to Financial Planning