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Course type: Online Instructor led Course

Platform: Skype

Course ID: 28654

Course type: Online Instructor led Course

Platform: Skype

Shruti Gupta picture
Shruti Gupta
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Date and Time

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Shruti Gupta picture
Shruti Gupta

CFP^CM (Grade B), CFA Level I (US), CFA(ICFAI),Masters in Financial Analysis

About Shruti Gupta

I have 6 years of experience in Financial Sector, with 4 years experience into Financial Planning for Indian clients and US clients and two years experience into content writing for International Finance certifications such as CTEP, MFP and AFA. I have also developed training material for leading CFP Education providers. As regards my teaching experience, I have taught Financial Management to MBA students of GGSIPU University and taught batch of students preparing for CFA Level 1(US) and cleared doubts of CFP students.
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About the Course

The class is aimed for working professionals, students and everyone else who wants to understand the basics of Financial Planning either for their Personal Financial Planning or for students who have Investment Planning as part of their core course curriculum.

Topics Covered

Introduction to Investment Planning, Managing Investment Risk, Measuring Investment Returns, Investment Vehicles, Investment Strategies.

Who should attend

Working Professionals, Students and anyone who wants to learn the basics of Investment Planning.

Pre-requisites

Interest to learn.

What you need to bring

Notepad, Pen and Calculator (preferably Financial Calculator).

Key Takeaways

Investment Planning tips.

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