IFEM 58d1040911da900b28625688 False 153 9
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LEARNING OBJECTIVES & CONTENT OF THE WORKSHOP:


1. Use and Understand the Tools & Techniques required to build a Financial Plan

2. Understanding the Client vis-à-vis his financial needs.

3. How to present the plan-Report Formatting

4. How to use concepts of taxation to client’s advantage- Tax Planning

5. Estate Planning

6. Analysis of data and matching goals.

7. Skill Set required to construct a Financial Plan

8. Knowledge to analyze various economic variables by scenario testing


Date : December 20th, 2018 (Saturday)

Contact : Piyush Garg (97179-38151)

Note:- INR 500/- Discount available for IFEM Candidate.

Payment Link:- https://www.payumoney.com/store/buy/fpsb
1515588907
LEARNING OBJECTIVES & CONTENT OF THE WORKSHOP: 1. Use and Understand the Tools & Techniques required to build a Financial Plan 2. Understanding the Client vis-à-vis his financial needs. 3. How to present the plan-Report Formatting 4. How to use concepts of taxation to client’s advantage- Tax Planning 5. Estate Planning 6. Analysis of data and matching goals. 7. Skill Set required to construct a Financial Plan 8. Knowledge to analyze various economic variables by scenario testing Date : December 20th, 2018 (Saturday) Contact : Piyush Garg (97179-38151) Note:- INR 500/- Discount available for IFEM Candidate. Payment Link:- https://www.payumoney.com/store/buy/fpsb

Our timings

[IS_BIZ_OPEN] Mon: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Tue: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Wed: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Thu: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Fri: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Sat: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Sun: 9:30 AM  -  7:00 PM

Contact

Plot No.2, IInd Floor, Kapil Vihar, Pitampura
+91 8033751070  or   or   
Please keep or 0 before the
number when you dial.
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28.6988290383266 77.1381372520065 Fresh Graduate? Looking for Career in Financial Services? Visit @... Plot No.2, IInd Floor, Kapil Vihar, Pitampura
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