CERTIFICATE IN FINANCIAL PLANNING

Duration: 3 MONTHS

Course Syllabus

Introduction to Financial Planning

  • The process financial planning, Client interactions, Time value of money applications, Personal financial statements, Cash flow and debt management, planning to finance education

Risk Analysis & Insurance Planning
  • Risk management and insurance decision in personal financial planning, Various Insurance Policies and Strategies for General Insurance, Life Insurance, Motor Insurance, Medical Insurance.
Retirement Planning & Employees Benefits
  • Retirement need analysis techniques, Development of retirement plan, Various retirement schemes such as Employees Provident Fund (EPF), Public Provident Fund (PPF), Superannuation Fund,Gratuity, Other Pension Plan and Post- retirement counseling,Investment Planning Risk Return Analysis, Mutual Fund, Derivatives, Asset Allocation, Investment strategies and Portfolio construction and management.
Tax Planning
  • Income-tax computation for Individuals, Companies, Trusts and other bodies. Statutory provisions pertaining to Capital Gains and indexation, House Property, Deduction and Allowances,Non Resident Indian tax laws, and Tax Management Techniques.

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Eligibility

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