Financial Advisor Insurance

Unique Training with Vision Integrity & Commitment to Serve the World

Financial Advisory In
Insurance Training

PIBM trains students on a Financial Advisory job profile where students get a better understanding of the financial situation of the clients and understand the future objective and provides financial assistance based on financial goals. We train our students for this role on the following aspects:

Analyzing the Financials of the clients and creating the financial plans accordingly and check their accuracy

Creating strategies to eliminate financial risks and support investment professionals to cultivate client relationships

Research for various investment opportunities and analyzing the financial data received from clients to develop strategies for meeting clients’ financial goals

Managing and updating client portfolios

PIBM Financial Advisor Insurance

Over the years PIBM students got an opportunity to have Internships, Live Projects, and Final Placements in Financial Advisor - Insurance profile in top companies like: