Training for Investment Advisors’ Exam (Level 1)




Best suited for

  • Investment advisors, their representatives and partners
  • Students
  • Professionals
  • Anybody interested

About the course

  1. Fundamentals of investment advisory, steps in the advisory process, making and implementation of financial plan etc.
  2. Learn more about Income tax, Wealth tax and legalities of Estate planning in personal finance and more.
  3. Know more about how financial planning can be used as an approach to investment, retirement planning etc.
  4. Learn to use financial planning as a tool to develop long term relationships with your clients.
  5. Understanding of investment risks, returns and strategies from the perspective of an investor in the market.

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