Investment 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)
See map
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

Investment Planning-Module 4

This module discusses about the various investment vehicles and investment strategies required to execute any sound financial plan. The broad categories it includes are:

-Risk Return Analysis
-Mutual Funds
-Derivatives
-Asset Allocation
-Investment strategies
-Portfolio construction and management
-Regulation of an Investment Advisor

See related categories

Investment Planning

Price on request

The best Fund Management courses

See all

See all