Tax Planning And Estate 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 broadly covers the knowledge required by a CFP professional to advise their clients on the various tax laws and tax planning tools, namely:
-Income-tax computation for Individuals, Companies,Trusts and other bodies.
-Capital Gains and Indexation
-Deductions and Allowances
-Non Resident Indian tax laws
-Tax Management Techniques
Estate planning, the second section to this module, is also vital to any financial plan. It mainly covers:
-Indian Succession Act
-Power of Attorney
-Joint ownership of property