Tax Planning And Estate Planning

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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Course programme

Tax Planning And Estate Planning-Module 5

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
-House Property
-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:

-Wills
-Trusts
-Indian Succession Act
-Power of Attorney
-Joint ownership of property


Tax Planning And Estate Planning

Price on request