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Certified Financial Goal Planner
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For Under graduates
Certified Financial Goal Planner
| TOTAL DURATION | CERTIFICATION VALIDITY | COURSE TYPE | Start Date |
|---|---|---|---|
| 20 sessions of 90 minutes each (3 months) | 3 Year | Online | Aug-2023 |
For more information, please Contact:
Rahul Banerjee +91 9831672927 or email Id : admin@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
- For more information kindly connect to Program Counsellor
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: 27/06/2023
