Training Course:

FLIP: Wealth Management


Finitiatives Learning India Pvt. Ltd. [FLIP]

Mysore, Karnataka, India

Course Format:
Classroom | E-learning | Virtual | Online/Live | On-site/In-house | Blended
Teacher/Instructor: Finitiatives Learning India Pvt. Ltd.
Term: 4 months
Seats: Unlimited
Fee: INR 5000 + Taxes

Course Description:

This area equips you with the skill to:

Engage and acquire clients,and build relationships.
Plan the finances of a client, and recommend appropriate portfolios based on their risk profile.

Interact with clients and give them inputs on market events and the impact on their portfolios.

Put an effective, transparent, reporting mechanism in place to ensure client retention.

Elements of this syllabus are subject to change.

Please go to the school's official website for training price and schedule:

Phone:+91 9243.666.002 / 003

School Address/Venue(s):

# 597 (First Floor),
4th Main, 11th Cross,
Gokulam 3rd Stage

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Other training courses offered by Finitiatives Learning India Pvt. Ltd. [FLIP]:

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FLIP: Wealth Management
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FLIP: Wealth Management
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