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Financial Planning Course | Certified Financial Goal Planner

We at AAFM India prepare the students to be Certified Financial Goal Planner. The CFGP Certification Program provides the best financial planning course including Wealth Advisor's financial goal planning skills. Call 011-45120800. https://bit.ly/3wjZmR8

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Financial Planning Course | Certified Financial Goal Planner

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  1. CHARTERED FINANCIAL GOAL PLANNER Prepare to become a Wealth Manager! FINANCIAL PLANNING COURSES The Chartered Financial Goal Planner® (CFGP®) Certificate Program is designed to develop the basic skills required by Wealth Advisors to execute critical functions related to Financial Planning, Goal Planning & Investment Planning to assist their clients to shift from investment planning to comprehensive financial planning. This Globally Certification is offered by American Academy of Financial Management India and is a stepping stone to more comprehensive and intensive programs like the Associate Wealth Manager® (AWM®)and Chartered Wealth Manager® (CWM®). PROGRAM GOALS Understand the Financial Planning Process and apply it. Conduct Client Need Analysis and Gather Relevant Client Data. Analyse Client Financial Situation and understand the problems in Client’s Financial Situation. Develop appropriate strategies to meet clients financial goals Present a Financial Plan to a Client. Implement a Financial Plan. Understand the Ethical considerations in Financial Planning. Assess risk tolerance and risk bearing ability of a client. Gather basic understanding of common investment products. Prepare and analyse Personal Financial Statements. Understand the concept of “Time Value of Money”. Calculate basic Time Value of Money calculations. MODE OF STUDY AAFM conducts full day workshops with a maximum batch size of 25 Participants per Workshop focusing on goal planning skills for financial advisors. WHO SHOULD ATTEND THE PROGRAM? Any aspiring or practicing Financial Advisor and / or Financial Products distributor who want to start offering client oriented, process-driven and Goal-based Financial Advisory Services. Independent Financial Advisor. Registered Investment Advisor. Bankers Mutual Fund Professional Agents aspiring to start own Advisory Services Distributors aspiring to start own Advisory Services FEES OF CHARTERED FINANCIAL GOAL PLANNER 403, ITL TWIN TOWERS, PLOT NO. B-9, NETAJI SUBHASH PLACE, NEW DELHI - 110034 NEW DELHI, DELHI, INDIA Contact 9:30 A.M. to 6:00 P.M. 011-45120800 011-43067455 011-45120280 WEBSITE: HTTPS://WWW.AAFMINDIA.CO.IN/

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