Financial planning - APG Learning
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financial planning

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Financial planning

A one day joint program by NISM & APG Learning on ‘How to stop worrying and start Financial Planning’ has been designed to provide a better and deeper understanding of different financial products such as Mutual funds, ETFs, individual stocks…

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Course Detail

Duration

1Day

Modules

3

Hours

Start Date

13 Oct 2018

Course Provider:

APG Learning

847.00 1,200.00

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About Course

A one day joint program by NISM & APG Learning on ‘How to stop worrying and start Financial Planning’ has been designed to provide a better and deeper understanding of different financial products such as Mutual funds, ETFs, individual stocks and bonds, real estate, Government saving schemes, Insurance products, Gold, retirement products and other various alternative investment avenues. The program shall help the participants in analysing their life goals on the basis of their current financial status and formulate strategies or plans to achieve the financial goals at various life cycle stages. The program is designed for Stock Brokers, Sub-brokers, Investment Consultants, Portfolio Managers, Wealth Managers, Distributors of Mutual Funds, Students, Investors etc.

Objective

The objective of the program is to provide insights into different financial products schemes available for investment and enabling the participants to analyse their performance to help them choose the best schemes for investment.

Modules

Financial Planning is one of the fastest-growing professions across the world. A huge demand- supply gap for
financial planners in India, the youngsters considering a career in Financial Planning have a bright future with
wide opportunities across the Financial Services Industry such as

  • Work as a Financial Planner with Brokerage House, Banks, Insurers, Fund Houses, Wealth Managers etc.
  • Work as Self-employed Financial Advisers and Consultant
  •  Work as an independent Financial Product Distributors

Course Outline

  •  Introduction to Financial Planning
  •  Analyzing the resources of the person
  •  Financial Products for Investors
  •  The Psycho-graphics & Life Cycle of the Investor
  •  Goal Achievement, Investment Objectives & Investment Constraints
  •  Tax Planning
  •  Model Portfolio

Learning Outcomes

  • Taking Informed financial decisions
  •  Investing Money Efficiently
  •  Tax Planning & Tax Savings
  • Planning for Life Goals

 

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