CFP Batch 2 – Investment Planning Course

Investment Planning

• This program is for MFDs who desire a world class professional certification to provide better service to their clients
• The Program is also for Students who are serious about making Investment Management as a meaningful career

What the program does?

• It helps in understanding Investment Planning at a deep & purpose driven level
• It helps to understand how customised solutions can be designed
• It helps to design cash flow solutions to help people get the right amount of money available to them at the right point in time
• It helps to understand how we can help clients not only save and invest but also spend and enjoy their wealth