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Certification Program

Financial Planning

Financial Planning

About the Program

Financial planning is not a onetime exercise; rather it is a continuous process. It is the duty of financial planner to manage investable surplus to achieve future financial goals by taking the client’s present financial details and anticipated goals, keeping in mind the projected returns and inflation rates So this program enhances the knowledge and skill of financial planners.

The participants can be students, investors, people seeking job in BFSI Sector, industry professionals or any individual interested.

This program can be organized Online / In-class for a batch of minimum 10 participants.

Anybody who wants to gain domain knowledge in the field of financial planning so that one can navigate their career in the financial world.

Program Facts in Nutshell

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1 Week

Duration

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In Class & Online

Format

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5 Days a Week

Weekly Effort

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Rs 7,500

Fee (exclusive of taxes)

Program Structure

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    Modules

    3
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    Lectures

    5
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    Assessments

    2
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    Activities

    3
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    Guest Lecture

    1

Curriculum

Aspirants who have an aptitude for numbers, this program opens the never ending opportunities to dwell upon – Budgeting; Financial Analysis; Portfolio Management; Tax Planning; Strategies and Fundamentals of Planning covering all major milestones of one’s life cycle

Eligibility

The participants can be students, investors, people seeking job in BFSI Sector, industry professionals or any individual interested.

Minimum batch of 10 people

Certification

Upon successful completion of the program each candidate will be issued a participation certificate

Faculty

Mr. Iqbal Singh, an entrepreneur with a rich experience of more than 20 years with leading Private & Foreign Banks and Financial Markets. He is one of the founding team members of HDFC Private Banking Group. In his last assignment with CITIBANK N.A, his role was to handle Investments & Insurance business in the Northern region and was awarded for his distinguished performance. He set up the advisory firm IFM in 2004 and under his leadership, IFM has scaled great heights and has been awarded the Best Regional Financial Advisor Awards in 2009 , 2010, 2013 & 2018 by CNBC TV18 powered by ICRA.

Mr. Iqbal Singh

Founder & MD - IFM

Placement

Not Applicable for this program

Mentorship

Not Applicable for this program

FAQs

Financial planning is not a one-time exercise; rather it is a continuous process. It is duty of financial planner to manage investable surplus to achieve future financial goals by taking client present financial details and future anticipated goals, keeping in mind the projected returns and inflation rates. So, this program enhances the knowledge of financial planners.

It is a one week program.


Fee can be paid online and as well as off-line.

One need to have some basic knowledge of financial terms. Any students, people seeking jobs in BFSI Sector, Industry Professionals or interested individuals in finance can take this program

This can be conducted online & in-class as well.

This will be pre-informed to the participants.

There is no selection process for this program. Minimum batch needs to be of 10 participants.

Please touch base with Mr. Harsimran Singh Dhaliwal ( Head – Client Experience ) on +91 99157 03380 for details.

Enquire Now

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Mr. Harsimran S Dhaliwal
Head – Client Experience

Enquire