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

Facilities (1)
Where and when



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


On request

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


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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