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Certificate Course on Wealth Management and Financial Planning (WMFP)

About the Course: Developed with an aim to provide a better financial approach to the members of the Institute. In order to encourage the Chartered Accountants to equip the principles of Management of Wealth as well as devising effective Investment Strategy. This course offers a vide coverage of practical procedural aspects and to construct a level to position as multidisciplinary financial consultants and intendeds to enlighten the members of the SMP segment & CA Firms such as:-

  • Introduction to financial planning
  • Advanced Financial Planning and HNI Wealth Management
  • Risk Analysis & Insurance Planning
  • Investment Planning
  • Technical Analysis
  • Retirement Planning & Employee Benefits
  • Estate Planning
  • Tax Planning

Fees : Rs. 4000/- + GST (Virtual Mode)/ Rs. 10,000/- + GST (Physical Mode)

Course Announcement: From time to time at, DLH , ,

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