Investment Planning and Management

PCS India - Precise Cosultancy Services

Price on request
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Important information

Typology Certificate
Methodology Online
Location Delhi
Duration 3 Months
  • Certificate
  • Online
  • Delhi
  • Duration:
    3 Months

Investment Planning and Management focuses on the investment strategies based on investor's risk and financial goals. Financial planning has a wide application and includes mutual funds, bank deposits, shares, bonds and real estates. It helps to identify the most appropriate portfolio mix. Investment planning is to budget for both big and small spends, and think about short term and long term savings. This course equips you to be able to deal with these situations and apply them in your organization.

Where and when
Starts Location
On request
4B/1 Tilak Nagar, New Delhi, 110018, Delhi, India
See map
Starts On request
4B/1 Tilak Nagar, New Delhi, 110018, Delhi, India
See map

Frequent Asked Questions

· Requirements

10+ 2 years

Course programme

This subject covers:

Financial Planning
Financial Needs and Need Analysis
Personal Financial Activities and Steps
Networth and Cash Flow
The Investment Decision Frame Work
Financial Planning Strategies
The Mathematics of Investment
The Investment Decision Framework
The Financial Markets
Equity Markets
Bonds Debentures –Fixed Income Securities
Regulation of Financial Markets
Financial Statement Analysis
Mutual Funds
Retirement Planning

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