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Certified Financial Planner

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Sector 51, Noida

Course ID: 38459

Sector 51, Noida

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Preeti Maheshwari

Chartered Accountant, M.Com

About Preeti Maheshwari

Taking Accounts Classes for Class XI-XII for last 13 Years in Noida.

Qualification's and Experience
C.A. (2001) - Cleared in 1st attempt
C.S. (Inter -2001) - Cleared in 1st attempt
M.Com/B.Com - 4th and 2nd rank in univ.
Worked in Corporate and Management institutes taking lectures in Accountancy.
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About the Course

Certified Financial Planner Coaching Classes are Offered at our Institute at Noida.


Classes are offered in both traditional Classroom environment (Batch / Individual mode) as well as Online educational format (One to One Sessions).


C.A. Preeti Maheshwari,  Mr.Gunjan Maheshwari (M.B.A.,CFP ) and other subject expert faculties provide quality education.
Guidance is provided for all modules as listed below
Module 1 : Introduction to Financial Planning
Module 2 : Risk Analysis and Insurance Planning
Module 3 : Retirement Planning and Employee Benefits
Module 4 : Investment Planning
Module 5 : Tax and Estate Planning
Module 6 : Advanced Financial Planning


We also provide Financial Planning services for Individuals.

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