Certificate Program in Financial Planning (Classroom Program -FAST TRACK)

In Mumbai

Price on request
You can also call the Study Centre
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Important information

Typology Course
Location Mumbai
Class hours 60h
  • Course
  • Mumbai
  • 60h

Where and when
Starts Location
On request
IMS Corporate Office E Block, 6th Floor, NCL Bandra Premises, Bandra Kurla Complex, Maharashtra, India
See map
Starts On request
IMS Corporate Office E Block, 6th Floor, NCL Bandra Premises, Bandra Kurla Complex, Maharashtra, India
See map

Course programme

Certificate Program in Financial Planning (Classroom Program -FAST TRACK)

The program is offered in 4 Different mode:

* Classroom Program - REGULAR
* Classroom Program - FAST TRACK
* Live Virtual Classroom Program REGULAR
* Live Virtual Classroom Program PLUS

Program Content

1. Introduction to Financial Planning
* What is overall comprehensive Financial Planning?
* The place, role & importance of each module in this process
* Holistic approach & code of ethics
* Personal/Intra personal communication skills required.

2. Risk Analysis and Insurance Planning
* Different kinds of risks & how to manage them
* How does insurance works?
* Doctrines of insurance
* How the cost of insurance is determined?
* Rating practices in general insurance
* How to plan the insurance –Life stage wise?
* Case study

3. Retirement Planning & Employee Benefits
* Need for Retirement Planning
* How to determine the retirement corpus & planning for it’s achievement
* Statutory retirement benefits offered by the Govt. / Pvt. Employees
* Mathematical calculation of Gratuity / EDLI / Leave Encashment / EPS 1995 / EPF / PPF
* Tax treatment of the above
* Group Insurance schemes

4. Investment Planning
* Different classes of assets and their characteristics
* Liquid Assets & Fixed Interest Earning Securities
* Equity/Mutual Funds
* Asset Allocation
* Concept of Risk and Returns
* Derivatives

5. Tax Planning & Estate Planning
* Tax Avoidance / Tax Evasion / Tax Planning
* Ways & Means of Taxation Planning
* Use of Taxation Planning in Management Decision Making Process
* Taxation Laws & Rules applicable to Individuals / HUF / Firms / Companies Co. Op. Soc. Etc.

6. Advanced Financial Planning

The entire program will be taught with lot of examples to understand application of theoretical concepts. The classroom program as well as online sessions will be conducted by experienced faculty from the industry. The online training sessions will be conducted live by our instructor, via the web. All you need to have is a PC with the required minimum configuration. The session will be voice and presentation based and would be as efficient as the real classroom sessions.

Online reference material will be provided to students immediately on enrolment. The students will be provided user id and password to access the course content from IMS Proschool website.

IMS Certificate

All students who complete the course successfully will get a certificate from IMS Proschool.

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