Retirement Planning And Employee Benefits

Certificate

In Mumbai

Price on request

Description

  • Type

    Certificate

  • Location

    Mumbai

  • Duration

    1 Year

Facilities

Location

Start date

Mumbai (Mahārāshtra)
See map
Financial Planning Academy,1st Floor,Doulatram Mansion, Kitridge Road,Colaba, 400005

Start date

On request

About this course

-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.

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Reviews

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.

Retirement Planning And Employee Benefits

Price on request