Financial Planning Training Courses and Workshops
Schools providing training courses, certificates, deplomas or degree programs of Financial Planning Certificate (FPC)

Financial Planning & Wealth Management
Course Format: Classroom
School/Trainer: Skyline Business School [>>]
Training Center(s)/Venue(s): New Delhi, Gurgaon, India

Level-I •Intro to Financial Planning •Risk Mgmt & Insurance Planning •Investment Planning •Retirement Planning •Tax & Estate Planning Level-II •Construction of financial plans •Equities & Mutual funds •Portfolio Management •Capital Markets •Commodities & Derivatives ...

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CFPCM Certification Education program Syllabus Module 1: Introduction to Financial Planning Module 2: Risk Analysis and Insurance Planning Module 3: Retirement Planning & Employee benefit Module 4: Investment Planning Module 5: Tax Planning & Estate Planning Module 6: Advanced Financial planning CFPCM Certification Pathway Regular Education Program: A candidate should be 10th pass, ......

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Our Financial Planning school covers the following: Planning to Succeed Money Management and Taxes Savings and Consumer Credit Consumer Purchases and Housing Decisions Insurance Investing Basics and Stocks and Bonds Mutual Funds and Real Estate Retirement and estate Planning ...

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This course discusses the principles of risk management with particular emphasis on the use of insurance as an effective risk transference mechanism to combat risk. This course presents the basics of life, disability, health, automobile, homeowners and liability insurance and underscores the critical elements found in all of these contracts. Policy comparison needs analysis and product recom......

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Designed for senior level students not majoring in finance who will be graduating and leaving the University to pursue their chosen careers, this course will introduce the basic financial planning tools that are needed to acquire a comfortable financial life in the future. Skill topics will include saving, non-retirement and retirement investing, mutual fund/stock investments, house purchasing/......

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Introduction to personal financial planning, including goal setting and fact finding, cash management, credit, housing, retirement planning, taxation and estate planning. This course is intended for those planning careers in personal financial advising in one of the various financial services environments....

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World’s most prestigious professional qualification in Financial Planning. CFP is world’s most prestigious designations for financial planners. The CFP professional education programme is suitable for seeking career or engaged in financial sectors like banking, insurance , investment advisory services, stock broking, AMC’s, equity research, Kpo’s and others who want to acquire the knowledge and...

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This course considers practical finance and accounting tools for decision-making within organizations. You will learn about cost benefit analysis, return on investment (ROI), fixed and variable costs, breakeven and CVP (cost-volume-profit) analysis, tracking and performance measures, and the Balanced Scorecard and its varied uses. After completing this course, you’ll be able to: Expl......

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Merrimack College’s Certificate Program in Financial Planning is designed to meet the needs of all professionals and practitioners who want to expand their personal knowledge of financial planning, enhance their careers, and develop the skills and expertise necessary to serve their clients. The Certificate Program in Financial Planning is registered with Certified Financial Planner Board of......

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