Program : Financial Planning

Course Name : Advanced Financial Planning

Course Code Course Fee
FINRE X 1315.1 $ 69

Participants after completing this Course will be able to apply financial planning knowledge in an integrated approach to real-life financial planning situations, Advise individuals, families, and small businesses on a variety of complex financial issues, Become informed, competent, and ethical financial planners and leaders in the financial planning industry, Develop and maintain tailored and comprehensive financial plans.

 

Course Format

This is hand-on course. We apply a powerful learning cycle of short lecture, self learning material, specialized dictionaries, and eBooks. To enhance ones personality IT simulations and Power Point presentations are conducted. Self Assessment tests, Online Assessments and Online Exams are there to test student’s knowledge and skills. This course covers:-

  • SIP
  • Model Portfolio
  • Fund Selection from Available Products
  • Financial Planning Strategies
  • Asset Allocation- The Strategic Tool and Model Portfolio

Course Location

Online Vlearn Portal