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Certified Financial Goal Planner banner

Certified Financial Goal Planner

TOTAL DURATION CERTIFICATION VALIDITY COURSE TYPE
20 sessions of 90 minutes each (3 months) 3 Year Online


For more information, please Contact:
Rahul Banerjee +91 9831672927 (Whatsapp) or at rahul@pgpacademy.org

NSE Academy Certified Financial Goal Planner – Advance Level is designed for Financial Advisors to gain an in-depth understanding of various financial goals, helping them provide comprehensive guidance to their clients. The Program is created with a real-life, practical orientation to help Advisors grow their practice, both qualitatively and quantitively.

  • Time Value of Money and Excel Functions
  • Preparation of Basic Personal Financial Report
  • Risk Profiling of Clients
  • Retirement Planning - Accumulation & Distribution
  • House Purchase using Loans
  • Children’s Education & Marriage Goals
  • Life Insurance Coverage Planning
  • Personal Taxation
  • Comprehensive Financial Planning Process
  • Tracking Goals and Review of Financial Plan

 

Rs. 18,000 + GST, Rs. 2,000 + GST 

The NSE Academy Certified Financial Goal Planner – Advance Level will be interactive in nature with sessions conducted online live and recordings of the same will available for repeat viewing during the entire duration of the Program.

Advisors and Client Financial Intermediaries who are looking at taking their practice to the next level with a Client First Approach

Updated on: 14/02/2022
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