Brief Introduction
Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITsDescription
This course will enable the participants to craft out a customized investment plan based on their clients’ needs. The participants, supported by various excel and online tools, will participate in a step-by-step process to generate the plan. Participants will derive robust and focused investment plans that will guide their clients in achieving their investment objective.
Requirements
- Requirements
- Able to use Microsoft Excel
DioPACT .
4.1 Raiting
BUSINESS MANAGEMENT: BUSINESS PLANNING AND IMPLEMENTATION
- 0.0
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Learn business analysis and business strategies and increase your business intelligence. Welcome to the "BUSINESS MANAGEMENT: BUSINESS PLANNING AND IMPLEMENTATION" course....
Excel Crash Course: Master Excel for Financial Analysis
- 4.6
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Beginner to Advanced: Learn Excel Shortcuts, Formulas & Functions for Financial Modeling & Corporate Finance Course Description We cover all levels - from beginner to advanced users....
Financial Planning for Young Adults
- 4.6
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Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults....
Health Coaching Conversations
- 4.6
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Are you a healthcare practitioner or student in a healthcare field? Are you looking for a course to start learning these skills that also fits with your busy life?...
