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Financial Planning | SAGE Summer School

Financial Planning

  • To analyze the risks and consequences associated with various types of plans
  • To discuss the importance of personal financial planning
  • To demonstrate knowledge, understanding and competence with all areas of the strategic investment planning process.
  • To understand insurance and estate planning documents such as wills and trusts and their uses in estate planning.
  • To discuss investment theory and financial economics.

Financial planning including: cash management, taxation, insurance, retirement, investments, and estate planning. The Personal Financial Planning Process, Economic Concepts and Consumer Protection Laws.,Risk Analysis & Insurance Planning, Retirement Planning & Employee Benefits,Investment Planning, Tax Planning & Estate Planning,Advanced Financial Planning and Educational Savings Techniques,Educational Aid and Funding Calculation





Registration Process

1. For the candidates who are registering for the first time: Register yourself by the ensuing form.

2. For the candidates who are already registered: Sign in by the already registered information by the ensuing form.

3. Your registered e-mail ID is your USERNAME whereas; Your registered mobile number is your PASSWORD.

4. Apply for any course of your choice by selecting from dashboard, make online payment from the Pay Now button and you are through.

5. You will receive a confirmation mail on your registered email ID.