Investment Planning specialist Module + Risk & Estate Planning+ Retirement & Tax Planning 

Module 1 :

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

Module 2 :

Retirement Planning

• Retirement Principles
• Retirement Objectives
• Retirement Needs, Analysis and Projections.

Tax Planning and Optimization

• International Taxation
• Cross Border and Source Rules
• Tax Strategies
• Accounting Standards and Research

Module 3 :

Risk Management and Insurance Planning

• Principles
• Risk Exposures
• Insurance Company/Advisor Selection
• Strategic Solution

Estate Planning

• Estate Planning Terminology
• Estate Planning Process
• Transfer During Life and at Death