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Financial Planning and Wealth Management

Date : 22nd, 23rd, 29th & 30th May 2021
Time : 9.30 am To 1.30 pm
 
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Hi,
This is Arpana (7305258658) Training Coordinator from MSME (Govt of India) Technology Development Centre, Chennai. We are conducting from 22nd, 23rd, 29th & 30th May 2021 Online training 2 Weekends from 9.30 am to 1.30 pm on "Financial Planning and Wealth Management" Govt. of India Certification.

learning this course online with MSME (Govt of India) Certificate at this Govt subsidized Fee of ₹ 4,720/- including GST per candidate, assures multiple career opportunities, Career Progression and Management.

It intends to help the participants acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated financial services environment. This programme will also help the participants to respond to the challenges posed by the changing nature of the Financial Services Industry. You will be exposed to the important terms, and theories related to wealth and investment management.

Financial-Planning-Wealth-Management-2021

This programme aims to help you to respond to the challenges posed by the changing nature of the financial products landscape. You will be exposed not only to the theoretical concepts but also their practical applications for becoming wealthy.

It will also provide opportunities for students to apply academic skills practically in their personal life. This is one of the best financial planning & wealth management courses in India that will help you in learning about the process of creating wealth, the methods and instruments involved as well as managing wealth.

Who will benefit from this course?
Certification in Financial Planning & Wealth Management Course will benefit Graduates/ Post Graduates, Working Professionals looking for specialization in Financial Services functional domains as well as candidates wanting to build a career in Distribution Houses, Asset Management Companies, PMS, Wealth Advisory, Banks and Stock broking.

What is financial planning and wealth management?
Financial planning and wealth management represent subsets of financial advising. Financial planners primarily assist with lifestyle planning. This includes budgeting, cash flow planning, and saving for college and retirement.

What is wealth management course?
Provides knowledge of basic economic concepts, client life-cycle stages and financial needs with an emphasis on savings, investment and retirement planning needs, as well as detailed knowledge of the asset classes, financial products and financial management strategies used to address personal investment and retirement

What we cover in this training:

  • Introduction : Financial Planning
  • Wealth Management & the Economy
  • Investment & Risk Management :
  • Investment & Risk Management: Debt
  • Investment & Risk Management: Alternate Assets
  • Investment Products & Services
  • Investment Evaluation Framework
  • Risk Profiling & Asset Allocation
  • Risk Management through Insurance
  • Elements of Taxation
  • Taxation of Investment Products
  • Estate Planning

Payment can be made directly to MSME online to www.cftichennai.in or do NEFT to MSME Account Details:
Name: DIRECTOR CFTI,
Account No: 10299691069,
IFSC Code: SBIN0000956,
You may pay through Gpay no.9790922344.

Thanks & Regards,

Arpana

MSME Training Coordinator

+91 7305258658