Introduction to Financial Planning

Financial Planning Academy

Certificate

In Mumbai

Price on request

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Description

  • Type

    Certificate

  • Location

    Mumbai

  • Duration

    1 Year

Facilities

Location

Start date

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

Start date

On request

About this course

-The minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
-To qualify as a CFP the minimum requirement is to clear all modules and:
-Graduation Degree (Any field) + 3 years Work Experience
or
-Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field.

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Course programme

Introduction to Financial Planning - Module 1 This module serves as an introduction to financial planning broadly covering the following:

-The six-step process financial planning
-Client interactions
-Code of Ethics
-Time value of money applications
-Personal financial statements
-Cash flows and debt management
-Asset acquisition
-Education planning
-Overview of risk management investment planning & retirement planning
-Special circumstances
-Plan integration ethics and business aspects of financial planning

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Introduction to Financial Planning

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