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

Your Online Education Kit Includes:

  • 12 Months Unlimited Access
  • Chapter Wise questions sets for wide coverage of syllabus.
  • Chapter Wise Question Sets for Indian+ Global Content.
  • Question Bank of 2200+ Questions
  • 3 Mock Test of 75 Questions as per FPSB Pattern
  • Downloadable Excel Sheet solutions of Practical Questions
  • Free Youtube Support.


Two hours

Exam Pattern


Negative Marking

No negative markings

Number of Questions



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