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Certification in Independent Financial Advisory & Agency

3 MONTHS CERTIFICATION

About the Course

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Certification in Independent Financial Advisory & Agency

This certification programme strives to produce Financial Planners and Advisors with strong financial planning concepts and strong financial advisory ethics.  After completing the course, students must complete the assignments assigned to them, for which they will be given a certificate.

Focus of the Course

We will discover in this course that financial planning is a step-by-step strategy for achieving one's life goals. With the aid of this course, you will learn how to conduct financial mathematics, future insurance planning, retirement and estate planning, risk, returns and tax liquidity, client servicing, and much more.

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Educational Qualification Requirement

10+2 (Class 12th or equivalent)

passed, appeared or above

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