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Introduction to Financial Planning - CFP Certification
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Introduction to Financial Planning - CFP Certification
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Requirements
- No prior knowledge required, interest in becoming a Certified Financial Planner, internet access.
Description
Introduction to Financial Planning - CFP Certification
Overview
Say hello to India's best selling programme with a 4.2 star rating.
| Duration | 5.5 hours |
|---|---|
| Total Fee | ₹1,999 |
| Mode of learning | Online |
| Difficulty level | Beginner |
| Official Website | Go to Our Course |
| Credential | Certificate |
Introduction to Financial Planning - CFP Certification
Highlights
Discover More
- ✔ 5.5 hours on-demand video
- ✔ Access on mobile and TV
- ✔ Masterclass Trainers
- ✔ Certificate of completion
Introduction to Financial Planning - CFP Certification
Course Details
Course Details
Skills you will learn
- 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.
More about this course
- ✔ Understand various regulations which need to be adhered to while making and implementing financial plans for the clients
- ✔ Implement the Financial Planning process by appropriately using financial planner competencies
- ✔ Understand the economic, social, political, and technological environment
- ✔ Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
Introduction to Financial Planning - CFP Certification
Curriculum
Curriculum
Preview this course
- ✓ Preview this course
- ✓ Preview this course
- ✓ Preview this course
The 6-Step Financial Planning Process
- ✓ Financial Planning Introduction - 1
- ✓ Financial Planning Introduction - 2
- ✓ Financial Planning Process - 1
- ✓ Financial Planning Process - 2
Financial Management - General Principles and Behavioral Finance
- ✓ Brief Overview to Financial Markets
- ✓ Debt Management
- ✓ Personal Financial Statement Analysis
- ✓ Forms of Business Ownership
- ✓ Concepts in Behavioral Finance
- ✓ Economic Environment Analysis
Financial Mathematics
- ✓ Introduction to Financial Mathematics
- ✓ Introduction to FC-200V Calculator
- ✓ Creating Timelines
- ✓ Basics of Time Value of Money
- ✓ Compounding & Time Value of Money - Future Value
- ✓ Time Value of Money - Future Value
- ✓ Time Value of Money - Present Value
- ✓ Time Value of Money - Number of payments
- ✓ Time Value of Money - Rate of Return
- ✓ Various Rates and CAGR Calculation
- ✓ Calculations of Perpetuity, NPV and IRR
- ✓ XIRR
- ✓ Nominal And Effective Rate Calculation
- ✓ Annuity Calculations
- ✓ Home Loan Introduction
- ✓ Home Loan Calculation
- ✓ Practice Question - Home Loan
- ✓ Total Assets, Net Worth and Financial Ratios
FPSB India’s Financial Planner Code of Ethics
- ✓ Code of Ethics - 1
- ✓ Code of Ethics - 2
Regulatory Environment Related to Financial Planning
- ✓ Regulation relating to Individuals
- ✓ A candidate must be grade 12th cleared at the time of enrollment having knowledge of Finance will be an add-on
Introduction to Financial Planning - CFP Certification
Entry Requirements
Entry Requirements
Eligibility Criteria
- Who this course is for: Entrepreneurs Business Founders Business Owners Start-Up Professionals CFOs CEOs
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About Instructor
About Instructor
Udemy is a website that offers online courses in a variety of topics, including business, coding, development, photography, and more. Udemy courses are created by instructors who can add videos, slides, text, and other resources to enhance the learning experience.