The world of personal finance has witnessed a profound change in last two decades. There has been a higher growth of HNI and Middle Class with a huge savings ratio of about 30%, broadening horizons for expert financial planners. With numerous investment options, people often feel confused about where to put their hard earned money.

Financial Planning has crossed limits from just insurance and banks, now a days it contains many other areas like investment planning, tax planning, retirement planning, succession planning etc.


  • Thorough education program empowers with knowledge & skills in multi-discipline financial services such as Investment, Insurance, Retirement solutions and Tax Advisory
  • A robust examination system improves level of understanding in financial service industry
  • Adherence to the Code of Ethics and Professional Conduct by the Candidates



 

 

 

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