A Course on Finance and Taxation

Taxation involves a variety of aspects. The recent reforms in taxation have left many an individual at sea creating a demand for well-informed advisors. An in-depth understanding of financial products and the different types of taxable incomes allows for number of potential career prospects in both private and governmental sectors. Our taxation course can be completed immediately after graduation allowing you to enter the field with a sound fundamental knowledge of the taxability of income from various financial products like bonds, mutual funds and deposits. Our finance and taxation course is also open to individuals working in the field to promote a better understanding of the tax aspects behind various financial products.

This course examines the incomes generated by each financial product, and discusses the tax implications of each investment income: dividend, interest and capital gain. It also covers concepts relating to tax aspects: indexation, long and short term gains, set off of losses. At the end of the course, the learner will be able to:

• Understand the taxation aspects of four key categories of financial products - deposits, bonds, mutual funds and equity and derivatives. This will enable a better understanding of the financial process and the various taxes behind each financial product.
• Differentiate the types of income, exemptions and deductions, and tax treatment of each product. This will allowyou to suggest or adopt investment methods that are beneficial in terms of tax savings enabling you to work confidently with your clients to ensure maximum tax benefits.

Target Audience:

• Individuals investing in various financial products This gives you a complete understanding of your investments, including what tax benefits are available to you, thereby allowing you to structure your portfolio to achieve a higher profitability.
• Those advising financial products to investors. Our taxation course enables you to advise your clients about the taxability of their incomes from their investments and to structure their portfolios in a beneficial manner.
• Students pursuing graduation and post-graduation and job-seekers in the wealth management sector. Our finance and taxation course allows you to hit the ground running with a complete understanding of the taxation behind different financial products.

What Does the Finance and Taxation Course Cover?

• Types of Taxable Income
• Taxability of Income from Deposits
• Taxability of Income from Bonds
• Tax Aspects of Mutual Funds
• Taxability of Income from Equity and Derivatives

Fees: Rs 1750/- plus taxes

This course is beneficial to recent graduates, wealth managers and other financial professionals giving a full understanding of the taxation behind various financial products enhancing their skills and improving career prospects. CIEL also offers training for NISM certifications for those wishing to work in the financial sector.