Retirement Planning And Employee Benefits

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

Important information
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

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
-Gratuity
-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.

Achievements for this centre


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