Financial planning course as per new syllabus of FPSBI and NISM. weekend classes.
Topics Covered
Introduction to Financial Planning, Risk management,I Investment Planning, Insurance Planning, Retirement Planning, Case Study, Construction of Financial Plan,
Who should attend
Employees in Banks, Financial Services, Banks, NBFC Staff, students wants to enter financial advising
Pre-requisites
Education Plus 2
What you need to bring
Financial Calculator LAPTOP with Excel
Key Takeaways
Training Notes