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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
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XLRI Jamshedpur - "DATA ANALYSIS AND FINANCIAL MODELING USING EXCEL - Batch 2" In the present day situation, availability of data is not a constraint. However, analyzing data and using it for decision making is becoming a challenge. While there are several software packages available for analyzing the data, Excel is the most popular software used by the analysts to use business data in real life. The objective of this program is to expose the managers to the different ‘built-in’ data analysis features in Excel. The participants will get exposure to the different basic and advanced features in Excel that can help them making efficient analysis of the data in Excel. Contact program Co-ordinator:- 9717935182
IIM Indore - The Post Graduate Certificate Programme in Finance 

PGCPF is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management.

Program co-ordinator:- Piyush garg (9717935182)
1491884506
IIM Indore - The Post Graduate Certificate Programme in Finance PGCPF is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management. Program co-ordinator:- Piyush garg (9717935182)
IIM Indore - The Post Graduate Certificate Programme in Finance 

PGCPF is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management.

Program co-ordinator:- Piyush garg (9717935182)
1492320141
IIM Indore - The Post Graduate Certificate Programme in Finance PGCPF is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management. Program co-ordinator:- Piyush garg (9717935182)
Indian Institute of Management Indore Broadband Based Executive Education Programme (BBEEP) Post Graduate Certificate Programme in Finance (PGCPF).

The Post Graduate Certificate Programme in Finance (PGCPF) is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management.
1490102689
Indian Institute of Management Indore Broadband Based Executive Education Programme (BBEEP) Post Graduate Certificate Programme in Finance (PGCPF). The Post Graduate Certificate Programme in Finance (PGCPF) is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management.

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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