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Financial Education

  • 2 Days full day session

Overview

Financial Education is a program specifically designed for financial professionals who want to improve their skills in financial management and planning. This course helps participants gain the necessary knowledge and skills to successfully navigate the world of finance.

What You Will Learn

  1. Core Financial Concepts
  2. Investment Strategies
  3. Wealth Management
  4. Risk Assessment
  5. Tax Planning
  6. Retirement Planning
  7. Financial Tools and Software
  8. Client Communication
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Free Orientation

Feedbacks

Need base Recommended Training is a excellent Session that is helping me see clearly & plan my future journey.
Vaibhav Jain
Vaibhav Jain
I found today very beneficial, if I use the things I learned in today's training, it will definitely benefit me. I will learn a lot of things.
Balasaheb Nanavare
Balasaheb Nanavare
Special thanks to Harshal Madam's entire team. The two day workshop was presented in an enthusiastic way. This has more than met my expectations.
Raju Shete
Raju Shete
It's always great learning from the three of you.. Today's learning was very informative and useful to handle total financial planning till retirement which is a very important skill to have.
Mukund Kulkarni
Mukund Kulkarni
It's a great experience of learning & development.
Rajesh Pradhan
Rajesh Pradhan
MDRT Factory is a very Informative session where we learn a lot. Thank You
Dhananjay Ranaware
Dhananjay Ranaware
Need Based Recommendations training is a must for every entrant in Financial advisory.
Sachin
Sachin
Excellent Session. It changed the way of looking at Retirement Planning.
Vinayak Kulkarni
Vinayak Kulkarni
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