Investment PlanningFinancial Planning Academy
Price on request
Frequent Asked Questions
-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.
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
-Portfolio construction and management
-Regulation of an Investment Advisor