Fundamentals of investment advisory, steps in the advisory process, making and implementation of financial plan etc. Learn more about Income tax, Wealth tax and legalities of Estate planning in personal finance and more.
Fundamentals of investment advisory, steps in the advisory process, making and implementation of financial plan etc. Learn more about Income tax, Wealth tax and legalities of Estate planning in personal finance and more.
Know more about how financial planning can be used as an approach to investment, retirement planning etc. Learn to use financial planning as a tool to develop long term relationships with your clients. Understanding of investment risks, returns and strategies from the perspective of an investor in the market.
Best Suited For:
Knowledge Bell is a learning solution provider for the Investment and Financial Services Sector. Our learning solutions aim to simplify the world of finance, with conceptual clarity and practical implications. We enable career enhancement through Technical Analysis courses, and SEBI accredited Global and Indian Certifications.
Financial Services Sector is an ocean filled with opportunities for those who are consumers and intermediaries of financial products and services. In our country, penetration of the knowledge in the Financial Products and Services industry is extremely low.
We, at Knowledge Bell, are very passionate and committed to bring a change by empowering both consumers and career-driven individuals to propel you on a path to great success.
Instrument of Portfolio Management course is offered by Modi Institute of Management & Technology. MIMT is known for its academic excellence, accomplished faculty and leading edge technology development for the future. MIMT prepares its students for career success.
Certified Index Investment Analyst course is offered by BSE Institute Limited. Our mission is to promote an open learning environment that brings together people, cultures, and great ideas from around the world, in order to successfully change lives and help in transforming organizations.
Investments are common across all investors from the individuals to the fund managers and institutions. However, analysis and investments based on such analysis is carried out by trained managers and informed investors.
At the end of this course you will understand Investment concepts and products, the process of goal-based financial planning and asset allocation.
Certification in Wealth Management is offered by CQS Training Centre. At CQS we strongly believe in continuously reinventing ourselves and improving our training methods, technology, and proprietary training material to deliver the best classroom training.
© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy