Retirement Planning And Employee BenefitsFinancial 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 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)
-Other Pension Plans
This is an important and a critical module that every financial planner must have knowledge of, so that he can secure his clients'retirement.