Financial Planning Academy

      Advanced Financial Plan Construction

      Financial Planning Academy
      In Mumbai

      Price on request
      You can also call the Study Centre

      Important information

      Typology Certificate
      Location Mumbai
      Duration 1 Year
      • Certificate
      • Mumbai
      • Duration:
        1 Year
      Description

      Facilities (1)
      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

      To take into account

      · Requirements

      To qualify as a Associate Financial Planner (AFP) the minimum requirement is: -Clear any 1 Module of the CFP course -Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)

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      Course programme

      ADVANCED FINANCIAL PLAN CONSTRUCTION -Module 6

      This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan:

      -Establishing client- planner relationships
      -Analyze Client Objectives, Needs and Financial Situation
      -Developing and presenting the financial plan
      -Implementing the financial plan
      -Monitoring the financial plan


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