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SPECIALISED COURSES

Upcoming Courses

Related Courses

Financial Planning and Wealth Management

COVERAGE

  • Learn Financial Planning (FP)
  • Importance
  • Right Approach
  • Goal Identifying
  • Setting and Planning
  • Use Goal Sheet and FP Calculator
  • Understand Current Net Worth
  • Use Assets & Liabilities Sheet
  • Debt Analysis & Management
  • Creation of Cash Flow Statement & Forecast your Financial position & Visualize,
  • Investment Management
  • Portfolio Monitoring
  • Portfolio Creation
  • Risk Profile
  • Right Insurance & Optimum Coverage
  • Understand and Creation of Investment Policy Statement,
  • Execution
  • Risk Management
  • Review
  • Credit Score
  • Retirement Planning
  • Tax Planning & Implications
  • Basics of Estate Planning

09:30 AM - 01:30 PM

seatTotal Seats : HURRY LIMITED SEATS ONLY

COURSE FEES

Rupees 4720 /-

Enquiry Now

ELIGIBILITY

Graduates & Post Graduates

AGE

18+

MORE DETAILS

Deputy Director, Room No: 1, MSME TDC,
No. 65/1 GST Road, Guindy, Chennai - 32.
Ph: 044 - 22501529 Extn - 25
Mob: 96772 90237 / 94425 35085 / 91595 87689
Email: msmetdcchennai@gmail.com
Web Site: www.cftichennai.in

WHO CAN ATTEND

  • Entrepreneurs
  • Marketing professional.
  • Investors

LOCATION MAP

VENUE

2 Weekend Online Training Programme

Adversitement

remarks