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INDIAN INSTITUTE OF FINANCIAL PLANNING WHY BE THE REST WHEN YOU HAVE THE BEST
OUR MISSION AND VISION “ Our  Mission  is to bring innovation to education by creating professionals who will be conspicuous in the Financial Service Industry.” “ Our  Vision  encompasses overall development of the professionals who would become the torchbearer of financial planning revolution.”   Our students hit the Bull’s-Eye….. Every time
AMFI, Capital market Derivatives, MCX Derivatives-Advanced Strategies and Analysis Introduction to Financial Planning Investment Planning Risk Analysis and  Insurance Planning Retirement Planning Tax Planning and  Estate Planning News Paper Analysis CFP WEALTH MANAGEMENT CERTIFICATION Advanced  Financial Planning Technical Analysis Stock Trading Overall Personality  Development
WHAT WE GIVE YOU? Portfolio Construction Equity Analysis
WEALTH MANAGEMENT – SCOPE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WHAT IF I GO ABROAD ,[object Object],[object Object],[object Object]
SEEING IS BELIEVING
SEEING IS BELIEVING
SEARCH FOR   WEALTH MANAGERS
WEALTH MANAGEMENT – WHY? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
TOUGH TIMES – WILL I SUSTAIN? ,[object Object],[object Object],[object Object],[object Object],[object Object]
WEALTH MANAGEMENT - MY CUP OF TEA?   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
NO FINANCE KNOWLEDGE - STILL CFP? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Science ARTS Commerce
WHY  FINAECON ?  N N N Exp. Y BIFM RNIS 1 year Y N N Exp. Y ICOFP 3 months Y Y Y Exp. Y IIFP Time Period Wealth Management Financial Calculator Blog Faculty Course Material Y Exp. N N N Course Fees
RUNNING THE COURSE TO SUCCESS COURSES FINAECON OFFERS SECURITIES MARKET KNOWLEDGE SERIES CFP  EXECUTIVE SERIES WEALTH MANAGEMENT CORPORATE SERIES Weekday/ Weekend classes 6 Hrs/ Week  Blog for doubts Books  Course Material Mock Tests E-Books Live Market Visits Weekly newsletter Weekday/ Weekend classes 6 Hrs/ Week Blog for doubts Books  Course Material Mock Tests E-Books Case Studies Financial Calculator Weekly newsletter Weekday/ Weekend classes 8 Hrs/ Week Blog for doubts Books  Course Material Mock Tests E-Books Case Studies Financial Calculator Live Market Studies Weekly newsletter
SECURITIES MARKET KNOWLEDGE SERIES Live Stock Market Visits Advanced Derivatives Strategies MCX Commodities Market NSE Derivative Market Mutual Fund AMFI NSE Capital Markets News Paper Analysis
CFP EXEXUTIVE SERIES Retirement Planning Risk Analysis and Insurance Planning Investment Planning Introduction to Financial Planning Tax Planning and Estate Planning Advanced Financial Planning
Retirement Planning Risk Analysis and Insurance Planning Investment Planning Introduction to Financial Planning Live Stock Market Visits Advanced Derivatives Strategies MCX Commodities Market NSE Derivative Market Mutual Fund AMFI NSE Capital Markets News Paper Analysis Tax Planning and Estate Planning Advanced Financial Planning Technical Analysis and Portfolio Construction Overall Personality Development WEALTH MANAGEMENT CORPORATE SERIES
COURSE DURATION COURSE FEES Lump Sum: Rs 20,000 COURSE DURATION COURSE FEES Lump Sum: Rs 36,000 Installments:   COURSE DURATION COURSE FEES Lump Sum: Rs 55,000 Installments:   SECURITIES MARKET KNOWLEDGE SERIES CFP EXECUTIVE SERIES WEALTH MANAGEMENT CORPORATE SERIES COURSE FEES AND DURATION
FACT OF THE MATTER CFP  Ajay Bagga  Head & MD Private Wealth Management  Deutsche Bank  CFP  Amitabh Chaturvedi  Head & MD The Dhanalakshmi Bank
CFP  Anup Bagchi Executive Director ICICI Securities Ltd  CFP  C Jayaram  Executive Director Kotak Mahindra Bank  
CFP  Deepak Chawla  Advisor (New Businesses)   State Bank of India  CFP  Sanjiv Bajaj   Joint Managing Director Bajaj Capital Ltd  
IN A NUTSHELL
TO CONCLUDE……. Goal Achievements Self Realization Improved  Self Image Knowledge Level  Enhancement Confidence Competence We Assist You In…..
 
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Indian Institute Of Financial Planning

  • 1. INDIAN INSTITUTE OF FINANCIAL PLANNING WHY BE THE REST WHEN YOU HAVE THE BEST
  • 2. OUR MISSION AND VISION “ Our Mission is to bring innovation to education by creating professionals who will be conspicuous in the Financial Service Industry.” “ Our Vision encompasses overall development of the professionals who would become the torchbearer of financial planning revolution.” Our students hit the Bull’s-Eye….. Every time
  • 3. AMFI, Capital market Derivatives, MCX Derivatives-Advanced Strategies and Analysis Introduction to Financial Planning Investment Planning Risk Analysis and Insurance Planning Retirement Planning Tax Planning and Estate Planning News Paper Analysis CFP WEALTH MANAGEMENT CERTIFICATION Advanced Financial Planning Technical Analysis Stock Trading Overall Personality Development
  • 4. WHAT WE GIVE YOU? Portfolio Construction Equity Analysis
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  • 9. SEARCH FOR WEALTH MANAGERS
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  • 14. WHY FINAECON ? N N N Exp. Y BIFM RNIS 1 year Y N N Exp. Y ICOFP 3 months Y Y Y Exp. Y IIFP Time Period Wealth Management Financial Calculator Blog Faculty Course Material Y Exp. N N N Course Fees
  • 15. RUNNING THE COURSE TO SUCCESS COURSES FINAECON OFFERS SECURITIES MARKET KNOWLEDGE SERIES CFP EXECUTIVE SERIES WEALTH MANAGEMENT CORPORATE SERIES Weekday/ Weekend classes 6 Hrs/ Week Blog for doubts Books Course Material Mock Tests E-Books Live Market Visits Weekly newsletter Weekday/ Weekend classes 6 Hrs/ Week Blog for doubts Books Course Material Mock Tests E-Books Case Studies Financial Calculator Weekly newsletter Weekday/ Weekend classes 8 Hrs/ Week Blog for doubts Books Course Material Mock Tests E-Books Case Studies Financial Calculator Live Market Studies Weekly newsletter
  • 16. SECURITIES MARKET KNOWLEDGE SERIES Live Stock Market Visits Advanced Derivatives Strategies MCX Commodities Market NSE Derivative Market Mutual Fund AMFI NSE Capital Markets News Paper Analysis
  • 17. CFP EXEXUTIVE SERIES Retirement Planning Risk Analysis and Insurance Planning Investment Planning Introduction to Financial Planning Tax Planning and Estate Planning Advanced Financial Planning
  • 18. Retirement Planning Risk Analysis and Insurance Planning Investment Planning Introduction to Financial Planning Live Stock Market Visits Advanced Derivatives Strategies MCX Commodities Market NSE Derivative Market Mutual Fund AMFI NSE Capital Markets News Paper Analysis Tax Planning and Estate Planning Advanced Financial Planning Technical Analysis and Portfolio Construction Overall Personality Development WEALTH MANAGEMENT CORPORATE SERIES
  • 19. COURSE DURATION COURSE FEES Lump Sum: Rs 20,000 COURSE DURATION COURSE FEES Lump Sum: Rs 36,000 Installments: COURSE DURATION COURSE FEES Lump Sum: Rs 55,000 Installments: SECURITIES MARKET KNOWLEDGE SERIES CFP EXECUTIVE SERIES WEALTH MANAGEMENT CORPORATE SERIES COURSE FEES AND DURATION
  • 20. FACT OF THE MATTER CFP Ajay Bagga Head & MD Private Wealth Management Deutsche Bank CFP Amitabh Chaturvedi Head & MD The Dhanalakshmi Bank
  • 21. CFP Anup Bagchi Executive Director ICICI Securities Ltd CFP C Jayaram Executive Director Kotak Mahindra Bank  
  • 22. CFP Deepak Chawla Advisor (New Businesses) State Bank of India CFP Sanjiv Bajaj Joint Managing Director Bajaj Capital Ltd  
  • 24. TO CONCLUDE……. Goal Achievements Self Realization Improved Self Image Knowledge Level Enhancement Confidence Competence We Assist You In…..
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