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Advanced Wealth Management Course (IIBF) - Paper 1
INTRODUCTION TO FINANCIAL PLANNING
Assess your knowledge of each chapter of this workbook by using Wealth Academy’s Quick ‘n’ Easy Guide.
Chapter 1:Part I: Ch 1: Basics of Indian Financial Markets
Chapter 2:Part I: Ch 2:Participants in the Indian Fin System
Chapter 3:Part I: Ch 3: Indian Economic Environment
Chapter 4:Part I:Ch 4:Indian social Environment & Fin Planning
Chapter 5:Part I: Ch 5: Effective Communication in Fin Counselling
Chapter 6:Part I: Ch 6: Introduction to Investments
Chapter 7:Part I: Ch 7: Meeting Clients Needs Through FP
Chapter 8:Part I:Ch 8:Recommending FP Strategies
Chapter 9:Part I: Ch 9: Regulation of the Indian Financial System
Chapter 10:Part II: Ch 1: Introduction to Financial Planning
Chapter 11:Part II: Ch 2: Risk Management and Insurance Products
Chapter 12:Part II: Ch 3: Fundamental Investment concepts
Chapter 13:Part II: Ch 4: The Economic Environment
Chapter 14:Part II: Ch 5: Asset Classes
Chapter 15:Part II: Ch 6: Investment Products
Chapter 16:Part II: Ch 7: Taxation Part 1
Chapter 17:Part II: Ch 8: Taxation Part 2
Chapter 18:Part II: Ch 9: Estate Planning
Chapter 19:Part II: Ch 10: Towards a Financial Plan
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Comments Posted
Amit Rawal ARN NO :ARN-120445 Ujjain, 06 Dec 2018

To upgrade knowledge.

Sabapathy Narayanan ARN NO :ARN-46986 Chennai, 23 Dec 2017

Sir, Will you please arrange the materials and guide us as per New Syllabus which consists of 3 papers only?

Anil Saxena ARN NO :91530 New Delhi, 13 Aug 2016

Appreciable effort of the forum to update and encourage the advisers to go for professional knowledge and certification.

Pankaj sharma ARN NO :72884 Meerut, 10 Oct 2015

This is good for all financial advisors.

varun jaju ARN NO :82767 Amravati, 21 Jun 2015

interested

Sougata Das ARN NO :ARN - 66763 Kolkata, 11 Apr 2015

Highly interested for CFP and also want to know the course fees?

PAWAN ARN NO :16022 JHANSI, 11 Oct 2014

I WANT TO JOIN THIS COURSE. PL. SUGGEST ME PROCEDURE.

Akash Chander Bhalla ARN NO :88727 New Delhi, 13 Sep 2014

Idea is not Bad already completed 3 modules of CFP

T Dharmaraj ARN NO :66139 Trivandrum, 27 Jul 2014

Kindly send me details of the course

PRAKASH BABURAO KAGALE ARN NO :56067 BELGAUM, 26 Jul 2014

Really a good idea, but I think along with it CFP should be encouraged.

sanjay kumar pandey ARN NO :26732. DEORIA, 26 Jul 2014

interested in C.F.P. COURSE

sarang ARN NO :52733 nagpur, 26 Jul 2014

Its great I love this to upgrade the knowledge

om prakash sahu ARN NO :15235 kanpur, 26 Jul 2014

no comments
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