3. Financial planning is the process of meeting one’s life goals through proper management of finances. Life goals can include buying a home, saving for your children's education/ Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk management, etc. What is Financial Planning?
4. Who is a Financial Planner? A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth. Major areas include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning
7. Innovative course content, best faculty interaction and healthy learning environment
8. Tested for Competency, Education, Examination & Work Experience
9. Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct“ Highest Level of Certification globally in the field of Financial Planning”