Certificate in Financial Planning & Financial Services

Background for Certificate in Financial Planning & Financial Services

Demonetization, GST, Sovereign Bonds issuance & Proposed IPO of LIC are events that are step by step leading to more indications that the Indian Economy is moving towards a direction that shall bring SEA CHANGE in Financial Industry (Including Insurance, Equities, Bonds and allied instruments).

Our concerns or our clients concerns about Financial Markets, the Indian Economy, or the future of the Financial industry including Insurance can only be understood with technical knowledge.

The clients’ younger generation, new-age technology and changing job profiles have made various challenges for each one of us which can be best faced if we continuously gain knowledge and understand what is coming next.

Just as an example, With the Proposed IPO of LIC, more focus towards ULIPs, and expected closure of trail commissions on Mutual Funds makes Financial Advisors/Brokers/Insurance Agents exposed to changes in the Economy soon.

Similarly, as another example with simplification in taxation structures, bringing digitization and more compliance focus, it makes important for practicing CAs and students aspiring to become CAs to gain relevant knowledge.

Also, with job profiles changing due to the paradigm shift in economic behavior and introduction of Quantum technology, Data Analytics, and Machine learning, young working professionals and students in making to become job seekers need to also understand the further visionary change coming towards us.

Hence for everyone it becomes very important to be competitive on knowledge by none other than CA (Dr) Aman Chugh (The man who predicted all such events and many more). He is rightly being honored with the title of “Father of Financial Planning, Portfolio Management, and Derivatives” & “Guru of Financial Markets and Economics”.

About Chief Mentor

Who can attend it:

– Financial Advisors including Brokers/Agents
– CAs in Practice or aspiring CAs
– Working Industry Professionals
– Business Owners
– Students from any stream above Grade 10th including Graduates, Post Graduates, etc
– Any other person having an interest in Financial Domain to understand the Financial Markets and Portfolio Management