Certified Financial Goal Planner offered by National Stock Exchange (NSE)
5.0 /5- Estd. 1993
Certified Financial Goal Planner at NSE Overview
Certified Financial Goal Planner
at NSE
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
Certified Financial Goal Planner
at NSE
- 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
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Certified Financial Goal Planner at NSE Course details
Certified Financial Goal Planner
at NSE
Skills you will learn
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
Certified Financial Goal Planner
at NSE
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
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Certified Financial Goal Planner
at NSE
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Certified Financial Goal Planner at NSE Contact Information
Certified Financial Goal Planner
at NSE