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

Capital Market (Dealers)
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd. [>>]
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, India

Trading Clearing and Settlement Trading Membership Legal Framework Fundamental Valuation Concepts ...

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Securities Market in India �an Overview Primary Market Secondary Market Government Securities Market Derivatives Market Regulatory Framework Mathematics and Statistics 8. Corporate Finance ...

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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 th......

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Fundamentals Basics of tax planning Residential status Computation of total income and taxability Tax benefits Payment of tax Procedure of assessment Tax entities - formation, tax incidence, exemptions, deductions, transferring (including wills and estates) Property documentation and disposition Tax implication of marriage dissolution Applying the knowledge above to give tax......

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Introduction to Investment Planning How investment planning is different from selling investment products Investment risk Measuring risk Managing risk Returns Investment portfolio Investment vehicles Small savings Fixed income instruments Insurance-based investments Mutual funds Equity shares Derivatives Real estate Other investments Investment strategies Activ......

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Introduction to Retirement Planning Issues in retirement planning Wealth Creation Ethical considerations in retirement planning and employee benefits Income sources Retirement Benefits Types of retirement plans Defined benefit plans Defined contribution plans Superannuation and other retirement plans Group life and health insurance (basic provisions, tax implications, deduct......

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Risk Management Introduction to Risk Management Insurance and Risk Risk Management Process Insurance Concepts Legal principles in insurance The Insurance contract Legal Liability Insurance Policies and Strategies Identification of life, medical, householders, auto and other property and liability risk exposures Personal property and liability insurance Life insurance nee......

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PGDFP programme provided by International College of Financial PlanningTM is so designed that besides preparing students for Financial Services industry, it also prepares the students for internationally recognized certifications such as Associate Financial Planner (AFP) & Certified Financial Planner (CFPCM) which are authorized by FPSB, India and various other industry recognized certification......

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A candidate must complete academic coverage of the financial planning curricula. This demonstrates to the public that the candidate has acquired the necessary knowledge to become a financial planner. Completion of academic requirement is available through the self-study or distance-learning path. Candidates seeking Challenge Status are granted exemptions from education for certain modules. ......

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PGDSAT is a unique programme which enables you to work as an educated and trained professional in this exciting world of capital markets with all the relevant theoretical and practical knowledge. The programme has been designed keeping in mind the knowledge and skills required to master the art of securities analysis and trading. The programme abounds in rich contents not limited only to capi......

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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.