Role TypeFront Desk Officer,Investment Advisor,Relationship Manager,Assets Desk Officer,Personal Banker
Duration2 Min 23 sec
PriceINR 899


Short Description

This course will help the viewer in understand the Basics of Financial Planning


Minimum Qualification: Graduation of Any Specialization.

Detail Description

Financial Planning is important for all the customers of Bank.The objective of investment may differ from customer to customer. This module will help the viewers in understanding the key attribute of financial planning and the identifying the risk appetite of the investor before suggesting or advising the investment alternatives.This module also helps in educating the prospective investor about the factors need to consider for doing the Financial Planning.As this module is of dealing with the most sensitive things of anybody life i.e Money, this module has also covered the basic Sales ethics to be followed during the Financial Planning process.

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