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.