Investment Planning Specialist Module

Personal Financial Management

  • Client Financial Situation
  • Time Value of Money
  • Cash Flow Demands and Conflicts

Investment Planning/ Asset Management

  • Investment Performance Management
  • Investment Theory
  • Asset Allocation
  • Wealth Management

Regulatory Environment, Law/ Compliance

  • Economic Environment
  • Social and Political Environments
  • Compliance and Implications

Your Online Education Kit Includes:

  • 4 Months Unlimited Access
  • Chapter Wise questions sets for wide coverage of syllabus.
  • Chapter Wise Question Sets for Indian+ Global Content.
  • 3 Mock Test of 75 Questions as per FPSB Pattern
  • Downloadable Excel Sheet solutions of Practical Questions
  • Free Youtube Support.

Exams

Two hours

Exam Pattern

MCQ
-4

Negative Marking

No negative markings

Number of Questions

75

CONTACT US

Content of the portal is the sole property of Institute for Financial Literacy,
Any commercial use of the content will lead to legal action against such person or institution as per the laws.

Copyright © 2021 Infily India. All rights reserved

FREE DEMO

  • This field is for validation purposes and should be left unchanged.