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Registered Investment Advisor/CFP

LIVE
60 Hours

Course offered by Sanchit Taksali

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Personal Financial Planning/Registered Investment Advisor/CFP

Managing Personal Finance is a difficult task when it comes to saving money for future need. Learn the concept of Financial Planning and how it can help in achieving goals like Buying a Car, Planning for Child's Education/Marriage, Buying a House, etc. Make money work for you and let your self-enter into the world of financial freedom.

Following Topics will be covered:

  • Investment Planning
  • Making of Personal Cash Flow Statement
  • Creating a Budget Plan
  • Insurance Planning
  • Loan & Mortgage Calculation Sheet
  • Tax & Estate Planning &
  • Retirement Planning
  • Creating of Financial Plan and many more.

There is no eligible condition for anyone to learn this course, but at least graduate with ample experience turns an added advantage in the resume for them. Further, First-year students can also attend the classes via Online or Offline mode. 

Online Mode will be done via Skype/Zoom/Webinar Class.

This course will help students in making a career in the Financial Industry with roles like Wealth Manager, Portfolio Manager, Risk Manager, Relationship Manager, Financial Planner, Tax Consultant, Retirement Consultant, etc.

Furthermore, this course also helps students in getting prepare for exams like NISM Investment Advisors Level 1 & 2, CFP (Certified Financial Planner), Mutual Fund Distributor, NISM Series VIII, and in several other professional courses.

About the Trainer

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3 Courses

Sanchit Taksali

MBA-Finance

3 Years of Experience

MBA-Finance with a couple of years experiences in Financial Industry.

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