Financial Planning & Wealth Management for Relationship Managers

We can design and deliver programs based on your specific requirements. While developing the content we keep in mind your business needs, the profile of participants and the market place they operate in. The case studies, the training material and the delivery are customized to suit your requirements to ensure relevance and interest for the participants. Sessions involve participant’s interactions via role plays, presentations thereby encouraging the participants to apply their learning in a simulated environment.

* Use of Financial Planning Process
* Life Stage Analysis
* Financial Mathematics
* Understanding Net worth
* Cash Flow Management
* Risk Analysis & Management
* Insurance Trends & Products
* Portfolio Analysis
* Liability Management
* Investment Planning
* Retirement Planning
* Tax Planning
* Client Relationship Management