Topic 25
Life Insurance Products
- Terms associated with Life Insurance
- Types of Life Insurance
- Riders & MWP Act
- Taxation of Insurance
- PFP's Role
ProTool
- Life Insurance Recommendation Template
Topic 26
Health & General Insurance Products
- Health Insurance Policy
- Critical Illness Policy
- Personal Accident Policy
- Motor Insurance Policy
- Home Insurance Policy
- PFP's Role
ProTool
- Health Insurance Recommendation Template
Topic 27
Mutual Funds - Categories & Risks
- Mutual Fund - Basics
- Mutual Fund - Categories
- Risks in Mutual Fund
- Mutual Fund - Risk-O-Meter
- Scheme Information Document (SID)
ProTool
- SIP Calculator
Topic 28
Mutual Funds - Plans, Taxation & Costs
- Mutual Fund - Modes of Investing & Redemption
- Mutual Fund - Taxation
- Mutual Fund - Costs
- Factsheet
ProTool
- SWP Calculator
Topic 29
Real Estate & Gold
- Investment Options for Real Estate
- Risk - Return Profile of Real Estate
- Investment Options for Gold
- Risk - Return Profile of Gold
ProTools
- House Rent vs. Purchase Calculator
Topic 30
Employment Benefits & Government Schemes
- Gratuity & Superannuation Fund
- Employee Provident Fund (EPF)
- Employees Deposit Linked Insurance (EDLI)
- Employees Pension Scheme (EPS)
- National Pension Scheme (NPS)
- Unified Pension Scheme (UPS)
- Public Provident Fund (PPF)
- Sukanya Samriddhi Yojhana (SSY)
- Senior Citizens Savings Scheme (SCSS)
ProTool
- Employment Benefits Calculator
Topic 31
Evaluation of Debt Mutual Funds
- Debt MF Evaluation Parameters
- Risk of Investing in Debt Mutual Fund
- PFP's Role
ProTool
- Debt MF Whitelist Tracker
Topic 32
Other Products - Passive Funds, International Investments, MSB, etc
- Passive Funds
- International Investments
- Managed Stock Baskets (MSB)
- Other Products
ProTool
- Onboarding - Letter of Engagement
Topic 33
Evaluation of Equity Mutual Funds
- Equity MF Evaluation Parameters
- Returns – Trailing and Rolling Returns
- PFP’s Role
ProTool
- Equity MF Whitelist Tracker & Ratios
Topic 34
PMS, AIF & SIF
- PMS (Portfolio Management Service)
- AIF (Alternative Investment Fund)
- SIF (Specialised Investment Funds)
- PFP’s Role
ProTools
- SIP to foreclose Home Loan
Topic 35
Capital Gains Tax on Investments
- Understanding Capital Gains Tax
- Calculation of Capital Gains (Property)
- Impact of CGT on various asset classes
- Tax Planning Opportunities around Capital Gains
- Reporting & Filing Requirements
ProTool
- Capital Gains Calculator
Topic 36
Home Loans & Other Liabilities
- Client Problems & Questions around Home Loans
- EMI v/s Offset Loans
- Floating Rate Intricacies
- Other Tax Implications
ProTool
- Loan Amortization Calculator
