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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
http://IFEM.CO.IN/learning-objectives-content-/b127
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