Quick and Easy Guides

Advanced Wealth Management Course (IIBF) - Paper 1
INTRODUCTION TO FINANCIAL PLANNING
Assess your knowledge of each chapter of this workbook by using Wealth Academy’s Quick ‘n’ Easy Guide.
Chapter 1:Part I: Ch 1: Basics of Indian Financial Markets
Chapter 2:Part I: Ch 2:Participants in the Indian Fin System
Chapter 3:Part I: Ch 3: Indian Economic Environment
Chapter 4:Part I:Ch 4:Indian social Environment & Fin Planning
Chapter 5:Part I: Ch 5: Effective Communication in Fin Counselling
Chapter 6:Part I: Ch 6: Introduction to Investments
Chapter 7:Part I: Ch 7: Meeting Clients Needs Through FP
Chapter 8:Part I:Ch 8:Recommending FP Strategies
Chapter 9:Part I: Ch 9: Regulation of the Indian Financial System
Chapter 10:Part II: Ch 1: Introduction to Financial Planning
Chapter 11:Part II: Ch 2: Risk Management and Insurance Products
Chapter 12:Part II: Ch 3: Fundamental Investment concepts
Chapter 13:Part II: Ch 4: The Economic Environment
Chapter 14:Part II: Ch 5: Asset Classes
Chapter 15:Part II: Ch 6: Investment Products
Chapter 16:Part II: Ch 7: Taxation Part 1
Chapter 17:Part II: Ch 8: Taxation Part 2
Chapter 18:Part II: Ch 9: Estate Planning
Chapter 19:Part II: Ch 10: Towards a Financial Plan
Submit Your Comments
dvXhel

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
Sabapathy Narayanan ARN NO :ARN-46986 Chennai, 23 Dec 2017

Sir, Will you please arrange the materials and guide us as per New Syllabus which consists of 3 papers only?

Anil Saxena ARN NO :91530 New Delhi, 13 Aug 2016

Appreciable effort of the forum to update and encourage the advisers to go for professional knowledge and certification.

Pankaj sharma ARN NO :72884 Meerut, 10 Oct 2015

This is good for all financial advisors.

varun jaju ARN NO :82767 Amravati, 21 Jun 2015

interested

Sougata Das ARN NO :ARN - 66763 Kolkata, 11 Apr 2015

Highly interested for CFP and also want to know the course fees?

PAWAN ARN NO :16022 JHANSI, 11 Oct 2014

I WANT TO JOIN THIS COURSE. PL. SUGGEST ME PROCEDURE.

Akash Chander Bhalla ARN NO :88727 New Delhi, 13 Sep 2014

Idea is not Bad already completed 3 modules of CFP

T Dharmaraj ARN NO :66139 Trivandrum, 27 Jul 2014

Kindly send me details of the course

PRAKASH BABURAO KAGALE ARN NO :56067 BELGAUM, 26 Jul 2014

Really a good idea, but I think along with it CFP should be encouraged.

sanjay kumar pandey ARN NO :26732. DEORIA, 26 Jul 2014

interested in C.F.P. COURSE

sarang ARN NO :52733 nagpur, 26 Jul 2014

Its great I love this to upgrade the knowledge

om prakash sahu ARN NO :15235 kanpur, 26 Jul 2014

no comments

Copyright 2017   All Rights Reserved.Wealth Forum Ezine