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Certificate Course in Finance Advisor

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Banaswadi, Bangalore

Course ID: 12256

Banaswadi, Bangalore

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About the Course

Introduction
Why Financial Planning

Different Asset classes

Concept of Financial Planning
Client Questionnaire

Assets and Liabilities

Short-term and long-term goals

Time Value of Money (TVM)

Calculating monthly savings to achieve a financial goal

Net Surplus and Savings Ratio

Current Ratio and Liquidity Ratio

Cash Flow Statement

Strategic and Tactical management

Managing Investment Risk
Systematic and Unsystematic Risks

Reinvestment, Interest rate, Purchasing power, Liquidity risk

Exchange rate, Tax rate, Inflation risk

Alpha, Beta

Variance, Standard Deviation

Measuring Investment Returns
Real return

Annuity

Lump sum, monthly and yearly EMI calculations

Calculating Loan EMI's using CMPD

Investment Vehicles
Small Savings Schemes

Fixed Income and Mutual Fund

Equities - Fundamental and Technical Analysis

Derivatives - Call and Put options

Investment Strategies
Active and Passive

Asset Allocation - Strategic and Tactical

Covariance

Correlation Coefficient, Beta

Systematic Investment Plans

Insurance Planning
Basics of Insurance

Characteristics of Insurance

Requirements of Insurance

Endowment, Whole life plans, Money back policy

Pension, Term plan, ULIP, Non-Life, Health, Motor

Human life value

Needs Based Approach

Retirement Planning
Inflation

Real Return

Expense and Income method

Defined Benefits and Defined Contribution

Gratuity

PPF

Pension

Annuity

Tax Planning
Direct and Indirect Taxes

Tax deductions

Tax exemptions

Heads of Income and Taxable Income

Tax Slabs

Topics Covered

Introduction
Why Financial Planning

Different Asset classes

Concept of Financial Planning
Client Questionnaire

Assets and Liabilities

Short-term and long-term goals

Time Value of Money (TVM)

Calculating monthly savings to achieve a financial goal

Net Surplus and Savings Ratio

Current Ratio and Liquidity Ratio

Cash Flow Statement

Strategic and Tactical management

Managing Investment Risk
Systematic and Unsystematic Risks

Reinvestment, Interest rate, Purchasing power, Liquidity risk

Exchange rate, Tax rate, Inflation risk

Alpha, Beta

Variance, Standard Deviation

Measuring Investment Returns
Real return

Annuity

Lump sum, monthly and yearly EMI calculations

Calculating Loan EMI's using CMPD

Investment Vehicles
Small Savings Schemes

Fixed Income and Mutual Fund

Equities - Fundamental and Technical Analysis

Derivatives - Call and Put options

Investment Strategies
Active and Passive

Asset Allocation - Strategic and Tactical

Covariance

Correlation Coefficient, Beta

Systematic Investment Plans

Insurance Planning
Basics of Insurance

Characteristics of Insurance

Requirements of Insurance

Endowment, Whole life plans, Money back policy

Pension, Term plan, ULIP, Non-Life, Health, Motor

Human life value

Needs Based Approach

Retirement Planning
Inflation

Real Return

Expense and Income method

Defined Benefits and Defined Contribution

Gratuity

PPF

Pension

Annuity

Tax Planning
Direct and Indirect Taxes

Tax deductions

Tax exemptions

Heads of Income and Taxable Income

Tax Slabs

Who should attend

anyone

Pre-requisites

no

What you need to bring

no

Key Takeaways

Finance Advisor

Date and Time

Not decided yet.

About the Trainer

Avg Rating

0 Reviews

0 Students

17 Courses

Mr. Chandra

certified professioanal

15 years of experience

Reviews

No reviews currently Be the First to Review

Discussions

Students Interested 0 (Seats Left 0)

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