Retirement & Tax Planning + Risk & Real Estate Planning

Module 1 :

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 2:

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:

  • 6 Months Unlimited Access
  • Chapter Wise questions sets for wide coverage of syllabus.
  • Chapter Wise Question Sets for Indian+ Global Content.
  • Question Bank of 1500+ 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 marking

Number of Questions



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