Personal Financial Planning

COURSE DESCRIPTION

Personal Financial Planning requires planning and managing money at every stage of our life. This is possible if we understand basic personal finance concepts related to savings, investments, financial goal setting, asset allocation, taxation, risk and return profile of different investment products. We have designed this test module to help you assess your understanding of personal finance concepts and its applications considering current economic situation. This will also be useful for Financial Advisors and Planners who wish to enhance their knowledge and provide quality services to their clients.

Who should attempt this Test?

• Financial Planners and Advisors.
• Students who wish to pursue their career as Investment Advisor or Financial Planner.
• Anyone who wish to check his/her understanding of personal financial planning.

What do we offer?

• 100 multiple choice-based questions.
• Questions designed in such a way that they just don’t test knowledge, but also assess your analytical ability.
• Easy explanations provided for questions, wherever applicable.
• Validity of 30 days.
• Multiple attempts.
• Complete analysis of Test performance

What are the topics covered in this Test module?

• Understanding difference between savings and investments.
• Evaluating four parameters of investment analysis Risk / Return / Liquidity / Taxation.
• Financial goals of life and the roadmap.
• Evaluating suitable investment products.
• Non-investment products and their utilities.
• Investment paradoxes that an investor needs to understand.
• Personal taxation