Financial Planning

by Encarta Labs Pvt Ltd Claim Listing

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

Encarta Labs Pvt Ltd Logo

img Duration

5 Days

Course Details

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents.

This Financial Planning training course will introduce to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field.

 

Course Agenda:

  • Working as a Financial Adviser    
  • Client and Adviser Relationship    
  • Financial Planning Process    
  • Investment Fundamentals
  • Bangalore Branch

    19th Main Road BTM Layout, 6th Stage, Arekere, Bangalore

Check out more Financial Planning and Analysis courses in India

BGR Commerce Hub Logo

Financial Statements Training

The history of financial statements dates back to ancient civilizations, where record keeping was crucial for trade and commerce. However, modern financial statements emerged in the 19th century as a way to report on the financial performance of businesses to shareholders and investors.

by BGR Commerce Hub [Claim Listing ]
Empirical F&M Academy Logo

Financial Statement Analysis Course

The course helps in understanding different types of corporate valuations techniques. Module would help in securing a better job related to taking decisions in the field of corporate finance and will helps in taking investment decisions for the company or investing company.

by Empirical F&M Academy [Claim Listing ]
My Logic Logo

Certified Financial Planner (CFP)

Certified Financial Planner(CFP) Is A Professional Qualification Recognized By Financial Planning Standards Board Of USA(FPSB).

by My Logic
IIM Indore Logo

Accounting & Finance Analytics for Managerial Decisions & Cost Effectiveness

Accounting Analytics explores how financial statement data and non-financial metrics can be linked to financial performance.  How data is used to assess what drives financial performance and to forecast future financial scenarios.

by IIM Indore [Claim Listing ]
Accounts Coaching Logo

Job Oriented Financial Planning Course

We conduct Job oriented Finance Planning course with an opportunity to “Earn while you learn”. The participants have the opportunity to gain real life job experience while working with us. They can earn upto Rs. 1,00,000/- per month.

by Accounts Coaching [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy