Certificate In Financial Planning & Advisory (FPA)

by AIWMI Claim Listing

AIWMI’s Certificate in Financial Planning & Advisory (FPA) is designed to develop all-round financial planning professionals with proven understanding of the financial services industry

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Course Details

This certification program aspires to create such Financial Planners & Advisors whose approach is based on strong financial planning principles and whose behavior is based on strong financial advisory ethics.

 

Topics:

  • Introduction to Financial Planning
  • Insurance
  • Investments
  • Risk & Return
  • Asset Allocation
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Technology in Financial Planning
  • Managing Successful Client Relationships
  • Bandra Branch

    Regus, Level 9, Platina, Block G, Plot C-59 , Bandra-Kurla Complex, Bandra, Mumbai

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