Financial Planning
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New answer posted
8 years ago
1 Follower
115 Views
PROF AMIT GOYAL
Contributor-Level 7
Dear Ahmed,
With all due respect to my learned colleague, I want to point out that there is a slight different in investment advisory and investment banking.
Essentially an investment advisor helps high networth individuals in managing their wealth by advising their customers about investment opportunities. They keep a track of market opportunities.
Investment Bankers help the corporate as businesses in raising capital through debt syndication or equity placement.
To become an investment advisor which you asked, you could do CFP or a 1 Year PG Diploma in Banking and Finance. With right skills and above mentioned qualifications, you will be
With all due respect to my learned colleague, I want to point out that there is a slight different in investment advisory and investment banking.
Essentially an investment advisor helps high networth individuals in managing their wealth by advising their customers about investment opportunities. They keep a track of market opportunities.
Investment Bankers help the corporate as businesses in raising capital through debt syndication or equity placement.
To become an investment advisor which you asked, you could do CFP or a 1 Year PG Diploma in Banking and Finance. With right skills and above mentioned qualifications, you will be
...more
New question posted
8 years ago
1 Follower
57 Views
New answer posted
8 years ago
2 Followers
65 Views
Sumit Maheshwari
Contributor-Level 8
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it's not just about buying products like a pension or an ISA.
The steps:
Establish your goals in life – short, medium and long term
Work out what assets and liabilities you have – write them down
Evaluate your current financial position – how close are you to achieving your goals?
Develop your plan – create a “route map” for achieving your different goals
Implement your plan – make the changes and make it happen
Monitor and review your plan at least yearly and make adjustments when needed
The steps:
Establish your goals in life – short, medium and long term
Work out what assets and liabilities you have – write them down
Evaluate your current financial position – how close are you to achieving your goals?
Develop your plan – create a “route map” for achieving your different goals
Implement your plan – make the changes and make it happen
Monitor and review your plan at least yearly and make adjustments when needed
New answer posted
8 years ago
0 Follower
54 Views
Sumit Maheshwari
Contributor-Level 8
Financial planning career is good in any part of India, or world as finance is the prime pillar of any business.
New answer posted
8 years ago
2 Followers
55 Views
I
INTERNATIONALCOLLEGE Kumar
Beginner-Level 4
Chirant thanks for showing your interest in our Financial planning course, our average placement package are between 4 to 5 lakhs annual
New question posted
8 years ago
1 Follower
66 Views
New question posted
8 years ago
1 Follower
31 Views
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