Certificate in Investment Planning

GOLS Academy

Rs 5
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Important information

Typology Certificate
Methodology Online
Duration 1 Month
  • Certificate
  • Online
  • Duration:
    1 Month


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Reviews on other courses at this centre

Certificate in Retail Banking

hari kuthekar
4.0 01/08/2013
What I would highlight: all matters are covered
What could be improved: it is very important course for aspirants for banking sector
Would you recommend this course?: Yes

Course programme

This certificate program is planned to assemble the dispute face by the monetary planning expert in the advisory sectors of insurance plans, retirement plans, investment plans & tax plan. The program provide an synopsis of the financial plans process; relationship of financial plan to life evolution; using insurances & investments as a mean of meeting financial objectives; integrating benefits into a financial plans etc. This program is rich in theories & practical information about Personal Finance, case study, real life example, Mastery assessment extra.

Program Object:

Every certificate is planned to assemble the challenge face by the financial plan experts in the advisory sectors of insurance plans, departure plannings, investment plannings & tax plannings. Institute certification in financial plannings fulfill the educational requirements of those who seek to become winning financial planner.

Program USP:

Theories & practical knowledges about personal finance, case-study, real life example, Mastery trials etc.

Aimed Markets:

This program is launch for the fresh entrant to the financial services company, candidates wants to progress to CFP certifications & experts with an attention in financial plannings/wealth managements/portfolio managements/ equity researches extra.

Program Outcomes:

On winning conclusion of the program, a ‘Digital Certificate’ will be honored. However, a physical certificate is also obtainable at an additional cost of Rs 250/-.

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