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Training Courses for:
Planning
at school(s) in Mumbai or delivered online/live/on-site/by e-learning
Total 200 training course(s) available.
Certified Financial Planner (CFP) Workshop
Course Format: Classroom
School/Trainer: Financial Planning Academy [All Courses]
Training Center(s)/Venue(s): Mumbai, Maharashtra, India
Jobs & Resumes: Mumbai
Houses & Roommates: Mumbai Financial Planning Academy is the Authorized Education Provider for the CFP course....
Course description>>
ADVANCED FINANCIAL PLAN CONSTRUCTION (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, Maharashtra, IndiaThis 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 t......
Course description>>
TAX PLANNING AND ESTATE PLANNING (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, Maharashtra, IndiaThis module broadly covers the knowledge required by a CFP professional to advise their clients on the various tax laws and tax planning tools, namely:
Income-tax computation for Individuals, Companies, Trusts and other bodies.
Capital Gains and Indexation
House Property
Deductions and Allowances
Non Resident Indian tax laws
Tax Management Techniques
Estate planning, the second ......
Course description>>
INVESTMENT PLANNING (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, Maharashtra, IndiaThis 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
...
Course description>>
RETIREMENT PLANNING AND EMPLOYEE BENEFITS (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, Maharashtra, IndiaThis module emphasizes on the process of wealth creation and the retirement planning strategies for individuals. It broadly covers:
Retirement need analysis techniques
Development of retirement plans
Various retirement schemes such as:
Employees Provident Fund (EPF)
Public Provident Fund (PPF)
Superannuation Fund
Gratuity
Other Pension Plans
Post-retirement counseling
......
Course description>>
Insurance and risk management (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, Maharashtra, IndiaThis module exhaustively covers the knowledge requirements relating to:
Risk management and insurance decisions in personal financial planning.
Identifying client’s exposure to mortality, heath, disability, property, liability, and long-term care risk is emphasized.
Selecting the apt risk management technique
Various Insurance Policies and Strategies:
General Insurance
Life Insura......
Course description>>
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