Duration
Level
1
Best suited for
- Investment advisors, their representatives and partners
- Students
- Professionals
- Anybody interested
About the course
- Fundamentals of investment advisory, steps in the advisory process, making and implementation of financial plan etc.
- Learn more about Income tax, Wealth tax and legalities of Estate planning in personal finance and more.
- Know more about how financial planning can be used as an approach to investment, retirement planning etc.
- Learn to use financial planning as a tool to develop long term relationships with your clients.
- Understanding of investment risks, returns and strategies from the perspective of an investor in the market.