Financial Advising

Indian Institute of Banking & Finance (IIBF) formerly The Indian Institute of Bankers, established in 1928, is a professional body of banks, financial institutions and their employees in India. During its 82 years of service, IIBF has emerged as a premier institute in banking and finance education for those employed in the sector, aiming for professional excellence. Since its inception, the Institute has awarded over 5 lakh banking and finance qualifications, viz; JAIIB, CAIIB, Diplomas and Certificates in specialized areas. The pedagogy of Distance Learning offered by the Institute comprises (i)publishing specific courseware for each paper/examination; (ii) publishing work books; (iii) holding tutorials through accredited institutions; (iv) organizing contact classes; (v) conducting virtual classes; (vi) offering e-learning through portal; (vii) organizing campus training for selected courses, etc.

The concept of Financial Advising and the role of financial advisors and their desired attributes have been elaborately covered in this book. This book aims at providing an insight into the Indian economic scenario, the various players in the Indian financial system, the regulators and the various investment opportunities available for the individuals from the viewpoint of generating wealth, planning for their children''s education / marriage, availing of the benefits under various tax saving provisions of the Income Tax Act, planning for a peaceful, financially worry-free retired life, and also estate planning. In their busy day-to-day schedules, the individuals do not get enough time to study the various investment avenues and to plan a proper allocation of their surplus funds to meet their financial goals. It is in this context, that the guidance and advice of a financial advisor is needed. The days of just living within one''s means have gone by and there are enough opportunities at present to build up healthy and wealthy investment portfolios by the individuals as well as corporate. Those who would like to take up Financial Advising as their career will find this book very useful.

ISBN: 9780230330597
Author: Indian Institute of Banking & Finance
Published by: Macmillan India Ltd
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