Financial Planning Training Courses and Workshops
School(s) providing training of Financial Planning Certificate (FPC)

TAX PLANNING AND ESTATE PLANNING (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy [>>]
Training Center(s)/Venue(s): Mumbai, India

This 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 ......

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This 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 ...

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This 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 ......

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This 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......

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This module serves as an introduction to financial planning broadly covering the following: The six-step process financial planning Client interactions Code of Ethics Time value of money applications Personal financial statements Cash flows and debt management Asset acquisition Education planning Overview of risk management investment planning & retirement planning Special c......

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FINANCIAL PLANNING ACADEMY (FPA)...

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Financial planning requires a professional understanding of the customer’s overall financial situation and opportunities. It also requires knowledge of tax law and other legal aspects, which have an impact on the customer’s financial situation. The 1st part of the programme presents and examines relevant methods and models for analysing customer relations within the financial sector. Lines ......

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This one-semester Financial Planning and Management for Nonprofit Organizations Certificate was designed to help board members, nonprofit staff, accountants, and attorneys better understand and meet the unique challenges of financial planning and management for nonprofit organizations. This comprehensive program takes you from the nuts and bolts of how a nonprofit is established, to an explorat......

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The aim of the Binary MSc in Financial Planning is To equip students with a comprehensive knowledge and skills in financial planning to enable one to practice effectively and responsibly as a financial services professional. To provide an excellent pathway to become a Certifified Financial Planner (CFP), the World’s leading professional qualification. ...

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This short course offers an in-depth examination of matters pertaining to investment planning. As an introduction, an overview of the South African economy is provided. General investment concepts are addressed and the different avenues of investment are considered in detail. This short course is suitable for students employed in the wealth management sector. ADMISSION REQUIREMENTS A knowl......

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Facts: We serve the schools and students around the world. Major visitors come from India, United States, United Kingdom, Canada, Australia, Philippines, Malaysia, Singapore and South Africa.