Training Course:ADVANCED FINANCIAL PLAN CONSTRUCTION (Certificate)School/Trainer:Financial Planning Academy
Mumbai, Maharashtra, India
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan:
Establishing client- planner relationships
Analyze Client Objectives, Needs and Financial Situation
Developing and presenting the financial plan
Implementing the financial plan
Monitoring the financial plan
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.fpacademy.in/
Phone:1800-22-1789
School Address:
Financial Planning Academy
1st Floor, Doulatram Mansion,
Kitridge Road,
Colaba, Mumbai 400-005.
Jobs & Resumes: Mumbai
Houses & Roommates: Mumbai
Travel Agencies: Mumbai
Search other schools for ADVANCED FINANCIAL PLAN CONSTRUCTION training resources.
Other training courses offered by Financial Planning Academy:
Financial Planning
Insurance and risk management
RETIREMENT PLANNING AND EMPLOYEE BENEFITS
INVESTMENT PLANNING
TAX PLANNING AND ESTATE PLANNING
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors.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.
Facts:
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