Introduction to Financial Planning

Financial Planning Academy
In Mumbai

Price on request

Important information

  • Certificate
  • Mumbai
  • Duration:
    1 Year

Important information

Where and when

Starts Location
On request
Financial Planning Academy,1st Floor,Doulatram Mansion, Kitridge Road,Colaba, 400005, Maharashtra, India
See map

Frequent Asked Questions

¬∑ Requirements

-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.

Course programme

Introduction to Financial Planning - Module 1 This module serves as an introduction to financial planning broadly covering the following:

-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