Category | Coursework | Subject | Finance |
---|---|---|---|
University | .............. | Module Title | LIBF Level 4: Diploma in Paraplanning |
In this sample, we will discuss medium to long-term investment products and financial strategies that are specifically suited for clients whose risk profile is moderate to adventurous.
We will discuss different investment products such as stocks, mutual funds, ETFs, bonds, pension schemes, and real estate investments. Taxation treatment will also be analyzed to understand tax-efficient strategies that help clients get the maximum benefit from their investments.
A case study will also be included that will showcase a typical client investment portfolio. This case study will provide trainees with a real-world example of how different investment options and tax strategies are combined to create a balanced and growth-oriented portfolio. This handout will be a useful reference document for the trainees which will help them in their financial advisory journey.
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