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Introduction
Today, the rise in cost of living and peoples aspirations are putting pressure on ones income, which has to yield the best returns under the given
circumstances. Moreover, people have scarcity of time in managing their hard earned money. The increasing complexity of financial products
makes it imperative for an individual to seek expert opinion in managing ones finances in a disciplined manner. Thus, it is important to understand
that individual investment requirements would depend upon age, personal circumstances and ones risk appetite.
AFP stands for Associate Financial Planner. The AFP Investment Planning is a professional designation that is awarded to those who have
successfully completed the Investment Planning Module of the CFPCM certification conferred by FPSB India. People earn money with an objective
to fulfill one or many of lifes goals. When the money earned is for funding the future goals, it needs to be invested in an optimum way to yield
maximum returns. Further, the individual risk profile and the goals time horizon need to be taken into consideration.
Now, get trained to become an AFP with ICFL's Investment Planning eLearn programme.
Objective
This programme aims at providing detailed understanding on the various aspects of investments and impart expertise, in order to arrive at an
optimal mix of risk and returns, that suit the particular needs and requirements of an individual.
Ideal for
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a globally recognised certification.
Programme Benefits
Post-completion of this programme, participants would be able to:
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Certification benefits:
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Programme structure
This
This programme
programme provides
provides understanding
understanding needed
needed to
to ascertain
ascertain the
the long-term
long-term life
life goals
goals of
of clients
clients and
and develop
develop strategies
strategies to
to achieve
achieve financial
financial security.
security.
Topics
Covered
Topics Covered
Introduction to Financial Learning:
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Programme structure
This programme
Investment
Planning:
provides understanding needed to ascertain the long-term life goals of clients and develop strategies to achieve financial security.
Topics
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Covered
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Content Format: The programme contains PPT slides, instructions, flow charts, process diagrams and animations with voice-over of faculty.
Duration: 30 Hours
Subscription: 180 days from the date of registration
Programme Fee: 5VLQFOXVLYHRIDOOWD[HV
Programme Features
Convenient: Learn online - anytime, anywhere
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multiple times during validity period
Steps to Register
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Buy Now
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(Please call between 10 am and 6 pm from Monday to Friday)