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