Certificate Course on Wealth Management and Financial Planning Batch-4
Offered By: The Institute of Chartered Accountants of India
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Certificate Course on Wealth Management and Financial Planning Batch-4

Free

  

30(Thirty) Structured CPE hours will be credited for the participants on successful completion of the said virtual certificate course.

About this Course

This Virtual Certificate Course will be focus on various aspects of Introduction to financial planning, Advanced Financial Planning and HNI Wealth Management, Risk Analysis and Insurance Planning and Investment planning, Technical Analysis, and Retirement planning and employee benefits, Estate planning and tax planning, Analysis of case related to Wealth Management and Financial Planning.

The said Certificate Course is organised by the Committee for Members in Practice (CMP), ICAI.

On successful completion of the programme, participants will get an idea on Introduction to financial planning, Advanced Financial Planning and HNI Wealth Management, Risk Analysis and Insurance Planning and Investment planning, Technical Analysis, and Retirement planning and employee benefits, Estate planning and tax planning. Analysis of case related to Wealth Management and Financial Planning.

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  • Session
  • Duration: 10 Days
  • Commitment: 3 Hours/Day
  • Language
  • English
  • Course Format
  • Certificate Courses

Who would benefit?

  • Members

Pre-requisites

  • Users with basic knowledge on Wealth Management and Financial Planning

Hub

  • Capacity Building

CPE Type


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What You Will Learn

Course Syllabus

This course comprises the following modules

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Related Courses

Instructors

About Certification

Sample Certificate

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