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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