Training Course:Financial Plan ConstructionSchool/Trainer:International College of Financial Planning Ltd.
Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, India
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' Financial Planning Process
Establishing client- planner relationships
Gathering client data and determining goals and expectations
Determining the client’s financial status by analyzing and evaluating the client’s information
Analyze Client Objectives, Needs and Financial Situation
Developing and presenting the financial plan
Implementing the financial plan
Monitoring the financial plan
Miscellaneous Topics
Internet Resources
Foreign exchange issues for individuals
Financial planning for special needs and clients
...''
Please go to the school's official website for training price and schedule:
http://www.icofp.org/
Phone:+91-11-66159000
School Address:
3rd Floor, Gulab Bhawan, 6, Bahadur Shah Zafar Marg, New Delhi - 110002
3rd Floor, Naurang House, Right Wing, K.G. Marg, Connaught Place, New Delhi - 110001.
Jobs & Resumes: Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi
Houses & Roommates: Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi
Travel Agencies: Bangalore, Hyderabad, Jaipur, Mumbai, New Delhi
Search other schools for Financial Plan Construction training resources.
Other training courses offered by International College of Financial Planning Ltd.:
Derivatives &Trading Strategies
Commodities Trading Strategies
International Diploma in Business
Post Graduate Diploma in Securities Analysis and Trading
Certified Financial Planner (CFP)
Post Graduate Diploma in Financial Planning
Risk Management and Insurance Planning
Retirement Planning & Employee Benefits
Investment Planning
Tax Planning and Estate Planning
SECURITIES MARKET
Capital Market (Dealers)
AMFI-MUTUAL FUND (Advisory)
Equity Derivatives (includes NCFM certification)
Commodities Trading and Futures
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
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