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CFP Exam - 5 Training Learning Objectives: The training would require application of skills across the following components: · Financial Management: Loan schedules, Refinancing, Net Worth · Need based insurance: Life and Assets · Retirement Planning: Annuities, Estimation of Corpus, Accumulation Phase, Instruments Available, Monitoring of Corpus at various stages · Investment Planning: Goal based systematic accumulation of corpus, Various investment instruments-their usage and tax efficiency · Tax and Estate Planning: Capital Gains, Tax structure of investments and their redemption features, Avenues to reduce tax liability, Trust structures, various estate planning instruments and methods Date : February 24, 2018 (Saturday) & February 25, 2018 (Sunday) Timing: 9:30 am - 5:30 pm Venue : Institute for Financial Education & Management, Plot No. 2, IInd Floor, Kapil Vihar, Pitampura, Delhi 110034 Click on the link to register : https://www.payumoney.com/store/product/e3576086219620a8665b3bcf60fc3ec4
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