Archives

Options Trading Course

In this course, we will explore the fundamentals of options one by one. We will understand call options through a real estate example, we will learn about In-the-money, At-the-money, and Out-of-the-money options, and then we will discuss buyer and seller risk profiles, risk graphs, and expiry series as well....

9th Wealth Management Convention 2022

WHY YOU SHOULD ATTEND?   27+ powerful sessions Get answers on the future of investing & Wealth Management   45+ amazing speakers AAFM India brings to you India’s most powerful speakers to share their ideas, approach & untold learning which you can benefit from.   Networking opportunities Meet hundreds...

Introduction to Stock Market Operations

Click here for recording access.

Advanced Concepts in Retirement Planning

Click here for recording access.

Behavioral Finance in Wealth Management

Click here for recording access.

Equity Analysis & Selection Methodology

Click here for recording access.

Succession Laws in India

Click here for recording access.

INTERNATIONAL TAX PLANNING

Click here for recording access.

Microsoft Word

Powerpoint Presentation Program

PowerPoint is the most popular presentation program which allows users to create, edit and show beautiful presentations with the help of slides. The user can combine the text, graphics, and multimedia to support a presentation. Using PowerPoint as a presentation tool is a good way, as it offers some...

Financial Advisor Growth Program

About Trainer Grant Hicks, CIM, is a practice management expert and is President of Advisor Practice Management He has 20 years of experience and he has written 3 books and is a keynote speaker at conferences and workshops for financial advisors He has spoken for major financial institutions in...

Digital Marketing Program

Digital Marketing Program Finance Professionals Digital Success Blueprint transformational program is a revolutionizing initiative of AAFM (American Academy of Financial Management) & ISOLS Group (A leading technology & digital marketing company) to empower technologically & digitally all categories of finance professionals i.e. wealth managers, financial advisors, mutual fund distributors,...

Concept of Digital Marketing

CHARTERED WEALTH MANAGER® (CWM®)

Chartered Wealth Manager® (CWM®) The Chartered Wealth Manager® (CWM®) designation offered by AAFM® USA sets the global standard in the finance profession especially wealth management & private banking and is a symbol of excellence. The objective of the Chartered Wealth Manager® Program is to equip candidates with both basic...

Maths for Wealth Management – Financial Mathematics

Each concept in this course is equipped with the concept-oriented questions and solutions together with explanations provided. After completing this course on the mathematics of finance, you will be able to know the Compounding calculations, the real rate of return, Annuities, Nominal and Effective Return, Loan Calculations, Risk and...

Tax Planning for Wealth Professionals

Tax planning is a practice performed to meet your tax obligations in an organized manner having in mind your current financial status. Further, it incorporates the financial plan after considering all the factors like your age, financial goals, risk appetite, and investment horizon. Tax is a kind of fee...

Chartered Personal Finance Specialist

Description The Chartered Personal Finance Specialist Certificate Program is designed to develop the basic skills required by Finance Professionals including Wealth Managers, MFDs, RIAs, IFAs, etc. to execute critical functions related to Investment Alternatives, Wealth Planning, Equity Analysis, and Capital Markets, Investment Management & Tax Planning to assist their...

Certified Financial Goal Planner

The Certified Financial Goal Planner Certificate Program is designed to develop the basic skills required by Finance Professionals including Wealth Managers, MFDs, RIAs, IFAs, etc. to execute critical functions related to Wealth Planning, Investment Management & Tax Planning to assist their clients. The program helps to practically understand critical...

Financial Modeling Simplified

In this course, we will learn about financial statements and analyze the company/industry performance on the basis of relevant financial parameters. We will build financial models from scratch and project future financial performance as well. We will value companies using different valuation methodologies such as discounted cash flow analysis,...

Wealth Protection Planning

<div class="members-access-error"><strong>Course Coming Soon</strong></div>