Personal financial planning is broadly defined as “a process of determining an individual’s financial goals in life, and after considering his resources, risk profile and current lifestyle, to prepare a balanced and realistic plan to meet those goals.” The individual’s goals are used as guideposts to map a course of action on ‘what needs to be done’ to reach those goals.
Personal Financial Planning and Wealth Management are the buzz words in the finance industry. It is one of the most prestigious and well paid professions in the financial services sector.
A financial planner is a professional who prepares financial plans for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement, investment planning, risk analysis and insurance planning, Tax planning, estate planning and business succession planning (for business owners).
Financial Planners are the latest breed of professionals worldwide who through their own entrepreneurial practices or while working with banks/ investment advisory companies prepare financial plans for their clients and help them achieve their financial goals.
Advanced Program in Financial Planning course provided by International College of Financial Planning is designed by industry stalwarts in such a way that besides preparing students for Financial Services industry, it also prepares the students for internationally recognized certifications such as Associate Financial Planner (AFP) & Certified Financial Planner (CFP)which are authorized by FPSB, India and various other industry recognized certifications like NISM Mutual Fund Module, Debt & Securities Market Module etc.
The APFP course will train the candidates with the ability to manage the funds and portfolios of various customers under various capacities while working with top industry professionals in the insurance, banking, mutual funds, stock broking and financial planning and investment groups in India and abroad.
The candidates will be awarded the Post Graduate Diploma in Financial Planning after successful completion of the course
Unique aspects of the Course
- A Unique Industry-integrated course.
- Rich content based on the analysis of job requirements.
- 100% placements since inception.
- Hands-on experience through working on live projects & inbuilt industry internship.
- Live market visits.
- Multiple certifications obtained during the course.