Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
5 Hour(s) 21 Minute(s)
Language
English
Taught by
International College of Financial Planning
Certificate
- Available
- *The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.
Rating
Course Overview
CFP - Module 1
This module would serve as an Introduction to Financial Planning. The module would
cover in detail the Financial Planner Competency Profile, the six step process which
includes Financial Planning process, client interactions, general principles of financial
management, financial mathematics, personal financial statements, cash flow and
debt management, asset acquisition, FPSB India’s Code of Ethics and Professional
Responsibility and Model Rules of Conduct, and the regulatory environment related
to the Financial Planning domain.
Course Content
- 6 section(s)
- 35 lecture(s)
- Section 1 Undefined
- Section 2 The 6-Step Financial Planning Process
- Section 3 Financial Management- General Principles and Behavioral Finance
- Section 4 Financial Mathematics
- Section 5 FPSB India’s Financial Planner Code of Ethics
- Section 6 Regulatory Environment Related to Financial Planning
What You’ll Learn
- Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
- Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
- Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
- Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
- Understand various regulations which need to be adhered to while making and implementing financial plans for the clients
Skills covered in this course
Reviews
-
JJayakumar D
Amazing
-
PPurnendu Banerjee
Good content
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DDevaram C
superb
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PPranjit Tamuli
good
