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.

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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

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