PROGRAM DESCRIPTION

STANDALONE FINMARK CERTIFICATION COURSES:

6. INSURANCE PLANNING (E-LEARNING):

This module covers various aspects of Insurance Planning and teaches them to build Insurance models for different needs of the consumer. The following topics are covered under this module.

  • Need for Insurance Planning
  • Role of Insurance in Personal Finance
  • Steps in Insurance Planning
  • Different types of Life insurance and its benefits
  • Non - life insurance and its use a risk mitigation tool.

7. RETIREMENT AND ESTATE PLANNING (E-LEARNING):

This module covers various aspects of retirement planning and estate planning from a financial perspective. This module covers the following aspects

  • Introduction to Retirement Planning process
  • Estimating the Retirement corpus required at Retirement
  • Variables affecting the Retirement Corpus
  • Retirement Products- Accumulation and Annuity products
  • Introduction to Estate planning and understanding its use in the Financial planning process

8. FUNDAMENTALS OF ALGORITHM TRADING (ONLINE):

The students will learn what is an Algo and how it can be used for Trading and Investing. They will also learn about some of the Trading and Investment strategies around which an Algo can be built. Student will also be taught the basic outline on how an algorithm can be built, tested and interfaced with the trading system for execution.