Certified Financial Planner (CFP)

Course Overview

  • Retirement Planning.
  • Insurance & Risk Planning.
  • Investment Planning.
  • Tax & Estate planning.
  • Final Module – Advanced Financial Planning. (25-30) case studies
  • 3 NCFM Modules- Equity, Derivatives, Mutual Fund & 4th module Commodity or Currency
  • IRDA – Life Insurance & General InsuranceIRDA – Life Insurance & General Insurance