Investment Planning

Financial Planning Academy
In Mumbai

Price on request
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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

Investment Planning-Module 4

This module discusses about the various investment vehicles and investment strategies required to execute any sound financial plan. The broad categories it includes are:

-Risk Return Analysis
-Mutual Funds
-Asset Allocation
-Investment strategies
-Portfolio construction and management
-Regulation of an Investment Advisor

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