Ceritified Financial PlannerCM : Classroom Session Send Inquiry | Register

Duration : 140 hrs (8 months)
For whom : All those who aspire for a brilliant career in financial sector, which include AMC employees, bank employees, insurance employees, corporate employees, associates and advisors, indirect employees, professionals including CAs, CFAs, Tax Consultants and students.
Objective : To help the participants get a clear idea to develop themselves as Certified Financial PlannersCM, competent enough to enhance their skills in order to achieve their client's financial goals, by making them Certified Financial PlannersCM, with in a specified time.
Course Content :
  1. Introduction to Financial Planning
  2. Risk Analysis and Insurance Planning
  3. Retirement Planning and Employee Benefit
  4. Investment Planning
  5. Tax Planning and Estate Planning
  6. Advanced Financial Planning
Core Objective/Focus Areas : To help the participants to clear the examination with practical aspects of Financial Planning.