Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
Scribd Logo
Upload

Welcome to Scribd!

  • 95 views

    Knowise AChFP

    Uploaded by

    Karthick Csk
    This document discusses an Associate Certification Fellowship in Chartered Financial Practification offered in association with LUGI and the Autoriteit Financiële Markten. The certification consists of 2 modules covering fundamentals of investments, financial planning, risk management, and legal aspects. It involves 60 hours of classroom training delivered in weekly evening sessions by Knowise faculty. Exams are scheduled every two months. Knowise Learning Academy is a premier financial education institution in India that has trained over 12,000 professionals to date. The certification can help professionals develop skills to supplement their value proposition and secure globally accepted credentials in response to changes in the financial services industry.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd

    Knowise AChFP

    Uploaded by

    Karthick Csk
    95 views12 pages
    This document discusses an Associate Certification Fellowship in Chartered Financial Practification offered in association with LUGI and the Autoriteit Financiële Markten. The certification consists of 2 modules covering fundamentals of investments, financial planning, risk management, and legal aspects. It involves 60 hours of classroom training delivered in weekly evening sessions by Knowise faculty. Exams are scheduled every two months. Knowise Learning Academy is a premier financial education institution in India that has trained over 12,000 professionals to date. The certification can help professionals develop skills to supplement their value proposition and secure globally accepted credentials in response to changes in the financial services industry.

    Original Description:

    The relevance of Certification for Financial Advisors

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    PPT, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document discusses an Associate Certification Fellowship in Chartered Financial Practification offered in association with LUGI and the Autoriteit Financiële Markten. The certification consists of 2 modules covering fundamentals of investments, financial planning, risk management, and legal aspects. It involves 60 hours of classroom training delivered in weekly evening sessions by Knowise faculty. Exams are scheduled every two months. Knowise Learning Academy is a premier financial education institution in India that has trained over 12,000 professionals to date. The certification can help professionals develop skills to supplement their value proposition and secure globally accepted credentials in response to changes in the financial services industry.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    95 views12 pages

    Knowise AChFP

    Uploaded by

    Karthick Csk
    This document discusses an Associate Certification Fellowship in Chartered Financial Practification offered in association with LUGI and the Autoriteit Financiële Markten. The certification consists of 2 modules covering fundamentals of investments, financial planning, risk management, and legal aspects. It involves 60 hours of classroom training delivered in weekly evening sessions by Knowise faculty. Exams are scheduled every two months. Knowise Learning Academy is a premier financial education institution in India that has trained over 12,000 professionals to date. The certification can help professionals develop skills to supplement their value proposition and secure globally accepted credentials in response to changes in the financial services industry.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 12

    Associate Certification Fellowship of Chartered Financial Practitioners

    in association with

    LUGI

    The Winds of Change


    Lesser tolerance for conflicted remuneration

    Autoriteit Financile Markten

    Now SEBI in India has taken lead, with new regulations w.e.f.October13

    Indian Life Insurance environs


    Proposed changes on lines of eradicating conflict of interest : New policy form format Value proposition to clients today ? Digital Media provides comparison + direct plan tariffs + transaction platforms

    How do we counter this ?

    Acquiring domain aligned knowledge which creates value addition

    Develop Skill sets which supplement your value proposition

    Secure globally accepted credentials

    The credentials - AChFP


    An Associate Certification issued by APFinSA. Industry benchmark across 11 countries in the Asia Pacific
    Consists of 2 Modules
    Fundamentals of Investments & Financial Planning Risk Management & Legal Aspects

    Associate Chartered Financial Practitioner


    Fundamentals of Investment
    Personal financial statements Time value of Money Investment Products & Capital Markets Loans

    Associate Chartered Financial Practitioner


    Risk Planning Module
    Understanding types of risk Life & General Insurance Computation of Human Life Value/Insurance coverage Advising appropriate Insurance products to the customers

    Details of the Program


    60 hours of classroom training

    Week Day classes : twice a week 4 - 6.30 pm

    Training delivered by Knowise Faculty

    Examinations scheduled every two months

    The Knowise Advantage


    Knowise Learning Academy

    Indias premier Academy in Financial Education, Training and Certification.

    Formed in the year 2008

    Has trained over Pedigree of the core team 12,000 professionals ING Investment Mgmt. till date ABN AMRO Bank ENAM Securities

    The Knowise Advantage


    Capital Mkt / Insurance Professionals Graduates Bankers IT / ITES Professionals MBAs

    Financial Services

    So .. The winds of change?


    Are they blowing so strong that our world closes in ? or do we reinvent ourselves and find our wings ?

    Thank you

    You might also like