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Investment Planning Course
Advisers need to give their clients access
to numerous investment options in order to fulfill long-term and
short-term financial objectives of clients. In a competitive environment,
financial advisers have to update themselves beyond traditional Wealth
Protection products such as Life Insurance and Postal Savings.
The Investment Planning Course (IPC) is structured to achieve the main
objective of providing advisers with a practical grounding in the process
of Investment Planning by introducing concepts such as Asset Allocation,
Rupee Cost Averaging and Portfolio Rebalancing
Tutorials for AMFI certification are also covered under IPC.
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