Retirement Planning And Employee Benefits

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
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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

Retirement Planning And Employee Benefits-Module 3

This module emphasizes on the process of wealth creation and the retirement planning strategies for individuals. It broadly covers:

-Retirement need analysis techniques
-Development of retirement plans
-Various retirement schemes such as:

-Employees Provident Fund (EPF)
-Public Provident Fund (PPF)
-Superannuation Fund
-Other Pension Plans
-Post-retirement counseling

This is an important and a critical module that every financial planner must have knowledge of, so that he can secure his clients'retirement.

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