Certificate Course on Wealth Management and Financial Planning Batch-4
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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Course Syllabus
This course comprises the following modules
Related Courses
Instructors
About Certification
