Introduction to Financial Planning

Financial Planning Academy
In Mumbai

Price on request
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Important information

Typology Certificate
Location Mumbai
Duration 1 Year
  • Certificate
  • Mumbai
  • Duration:
    1 Year
Description

Venues

Where and when

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

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