Advance Academy of Financial Studies

Location :

Surat, Gujarat 395009
Added by Jopie, at 01 January 2020

“Advance Academy Of Financial Studies" is a Surat based Training firm. Our services are Training for Life Insurance and General Insurance, Stock advisory, Mutual Funds distribution and Tax Planning.
We have been in training individuals for CFP, IC-33, IC-34, NCFM, BCFM and NISM and modules for the past seven years.
Over the last 7 years, we have delivered over 10,000 Hours of mass outreach education to Financial intermediaries, Bankers, Individual agents, Students etc in over 20 Cities including Dubai.
I am also empanelled trainer various broking firm, Insurance Cos, AMC, and other National Distributor of Mutual Fund etc...

Area and Subject on which delivers the Training and Coaching
• Investment Planning
• Insurance and Risk Analysis
• Debt Market
• Retirement Planning and Employee Benefit
• Effective Tax Planning
• Advance Financial Planning
• NISM Mutual Fund Examination
• Financial Planning Workshops
• Basic of Financial Market
• CFP certification
• CPFA Certification
• Registered Investment Advisor by SEBI

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