Investment Planning

Financial Planning Academy
In Mumbai

Price on request
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Important information

Typology Certificate
Start 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

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
-Derivatives
-Asset Allocation
-Investment strategies
-Portfolio construction and management
-Regulation of an Investment Advisor

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