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Curriculum
- 1 Section
- 14 Lessons
- Lifetime
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- Investment Advisor Certification14
- 1.1Module 01: Fundamentals of Investment Advisory
- 1.2Module 02: Investment Planning and Strategies
- 1.3Module 03: Financial Market Analysis
- 1.4Module 04: Risk Management
- 1.5Module 05: Retirement Planning
- 1.6Module 06: Taxation in Investment
- 1.7Module 07: Portfolio Management
- 1.8Module 08: Behavioural Finance
- 1.9Module 09: Mutual Funds and ETFs
- 1.10Module 10: Wealth Management and Estate Planning
- 1.11Module 11: Investment Technology and Tools
- 1.12Module 12: Sustainable and Responsible Investing
- 1.13Module 13: Client Relationship Management (CRM)
- 1.14Module 14: Preparing for Investment Advisor Certification Exams
