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Certified Financial Planner

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Course type: Online Instructor led Course

Platform: Adobe, Skype, Google Hangout, Telephone

Course ID: 38460

Course type: Online Instructor led Course

Platform: Adobe, Skype, Google Hangout, Telephone

Students Interested 0 (Seats Left 0)

₹ 9,000

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About Gunjan Maheshwari

15 Years of Corporate and Financial Planning Experience.
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About the Course

CFPCM  (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 (M.B.A.,CFPCM ) 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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