6

Financial Planning Academy courses

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METHODOLOGY
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SUBJECT AREA
  • Certificate
  • Mumbai
  • 1 Year

...The six-step process financial planning -Client interactions -Code of Ethics -Time value of money applications -Personal financial statements... Learn about: Strategic Finance, Financial Services, Financial Planning... More


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  • Certificate
  • Mumbai
  • 1 Year

...Insurance and risk management - Module 2 This module exhaustively covers the knowledge requirements relating to: -Risk management and insurance decisions... Learn about: Risk and Insurance, Insurance Management, Insurance Risk Management... More


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  • Certificate
  • Mumbai
  • 1 Year

...that every financial planner must have knowledge of, so that he can secure his clients'retirement... Learn about: Pension Fund, Investment Securities, Investment Management... More


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Investment Planning Course in Mumbai
Financial Planning Academy
  • Certificate
  • Mumbai
  • 1 Year

...Investment Planning-Module 4 This module discusses about the various investment vehicles and investment strategies required to execute any sound financial... Learn about: Investment Management, Investment Fund... More


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  • Certificate
  • Mumbai
  • 1 Year

...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... Learn about: Corporate Tax, Calculation Income Tax... More


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  • Certificate
  • Mumbai
  • 1 Year

...It thoroughly explains the following aspects related to the construction of a financial plan: -Establishing client- planner relationships... Learn about: Financial Services, Financial Planning, Financial Business... More


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