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

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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.

Exams

Two hours

Exam Pattern

MCQ

Negative Marking

No negative marking

Number of Questions

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