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introduction to financial planning: module 1

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by Ims Proschool

Format: Paperback
About CFPCM Certification:Certified Financial PlannerCM is among the fastest growing careers in the world. In India, the international CFPCM certification is awarded by the Financial Planning Standards Board of India (FPSB India). The CFPCM certification is rated as a Gold Standard and will get its holder...  more »
About CFPCM Certification:Certified Financial PlannerCM is among the fastest growing careers in the world. In India, the international CFPCM certification is awarded by the Financial Planning Standards Board of India (FPSB India). The CFPCM certification is rated as a Gold Standard and will get its holder an acceptance and recognition across a range of financial organizations in 22 countries around the World.About the book:Introduction to Financial Planning is one of the modules of CFPCM certification Exam. It covers topics such as components of financial planning, environment of a financial planner and mathematical skills required for the financial profession.Modules in CFPCM Certification: Introduction to Financial Planning  Risk Management and Insurance Planning,  Retirement Planning and Employee benefits Investment Planning,  Tax Planning are the courseware to prepare you for the financial planning career as well as helping you to clear CFPCM Certification Exam.Who Should Read This Book?This book is meant for: Independent financial planner/advisor who want to take his/her service to the next level and want to provide holistic financial planning for his/her client. Professionals working in banks/mutual fund/ insurance and brokerage companies. Graduate and post graduate students who want to make career in the field of financial planning and wealth management Individuals who want to do financial planning for themselves or want to start advisory in future
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