Certified Financial Goal Planner
offered by National Stock Exchange (NSE)

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Estd. 1993

Certified Financial Goal Planner
at
NSE
Overview

Advisors and Client Financial Intermediaries who are looking at taking their practice to the next level with a Client First Approach

Duration	3 months
Total fee	₹2,000
Mode of learning	Online
Difficulty level	Intermediate
Credential	Certificate

Certified Financial Goal Planner
at
NSE
Highlights

Live twice-weekly sessions on Wednesdays and Fridays from 6:00-7:30PM
Recordings shared the same day
Sessions start from: 12th April 2023
Limited seats available at discounted fees on first-come-first-serve basis

Certified Financial Goal Planner
at
NSE
Course details

Skills you will learn

Excel Financial Planning Taxation Corporate finance NSE

More about this course

NSE Academy Certified Financial Goal Planner ? Advance Level is designed for Financial Advisors to gain an in-depth understanding of various financial goals, helping them provide comprehensive guidance to their clients
The Program is created with a real-life, practical orientation to help Advisors grow their practice, both qualitatively and quantitively

Certified Financial Goal Planner
at
NSE
Curriculum

LEARNING MODULE

Time Value of Money and Excel Functions

Preparation of Basic Personal Financial Report

Risk Profiling of Clients

Retirement Planning - Accumulation & Distribution

House Purchase using Loans

Children?s Education & Marriage Goals

Life Insurance Coverage Planning

Personal Taxation

Comprehensive Financial Planning Process

Tracking Goals and Review of Financial Plan

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Certified Financial Goal Planner
at
NSE

Frequently Asked Questions

Q: What is the fee range for the courses offered at National Stock Exchange (NSE)?

The fee bracket for programs offerred by the National Stock Exchange (NSE) is approximately INR 150000 - INR 416000.

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Q: Which courses does National Stock Exchange (NSE) offer?

National Stock Exchange (NSE) provides programmes including PG Diploma, Certificate, MBA/PGDM in streams such as Banking, Finance & Insurance, Business & Management Studies, and are excellent for students to build their careers. The institute has specializations in Wealth Management, Investment Banking, Finance.

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Q: Are there any specializations offered by National Stock Exchange (NSE)?

National Stock Exchange (NSE) is a good institution for PG Diploma, Certificate, MBA/PGDM courses, and these programs are delivered by highly experienced faculty. Major specialisation at National Stock Exchange (NSE) are Wealth Management, Investment Banking, Finance.

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