Introduction to Financial Planning CFP Certification

Introduction to Financial Planning – CFP Certification, available at $39.99, has an average rating of 4.41, with 35 lectures, based on 1679 reviews, and has 5487 subscribers.

You will learn about 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 This course is ideal for individuals who are Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants It is particularly useful for Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants.

Enroll now: Introduction to Financial Planning – CFP Certification

Summary

Title: Introduction to Financial Planning – CFP Certification

Price: $39.99

Average Rating: 4.41

Number of Lectures: 35

Number of Published Lectures: 35

Number of Curriculum Items: 35

Number of Published Curriculum Objects: 35

Original Price: $39.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants

Target Audiences

Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants

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 Curriculum

Lecture 1: Preview this course

Lecture 2: Preview this course

Lecture 3: Preview this course

Chapter 1: The 6-Step Financial Planning Process

Lecture 1: Financial Planning Introduction – 1

Lecture 2: Financial Planning Introduction – 2

Lecture 3: Financial Planning Process – 1

Lecture 4: Financial Planning Process – 2

Chapter 2: Financial Management- General Principles and Behavioral Finance

Lecture 1: Brief Overview to Financial Markets

Lecture 2: Debt Management

Lecture 3: Personal Financial Statement Analysis

Lecture 4: Forms of Business Ownership

Lecture 5: Concepts in Behavioral Finance

Lecture 6: Economic Environment Analysis

Chapter 3: Financial Mathematics

Lecture 1: Introduction to Financial Mathematics

Lecture 2: Introduction to FC-200V Calculator

Lecture 3: Creating Timelines

Lecture 4: Basics of Time Value of Money

Lecture 5: Compounding & Time Value of Money – Future Value

Lecture 6: Time Value of Money – Future Value

Lecture 7: Time Value of Money – Present Value

Lecture 8: Time Value of Money – Number of payments

Lecture 9: Time Value of Money – Rate of Return

Lecture 10: Various Rates and CAGR Calculation

Lecture 11: Calculations of Perpeuity, NPV and IRR

Lecture 12: XIRR

Lecture 13: Nominal And Effective Rate Calculation

Lecture 14: Annunity Calculations

Lecture 15: Home Loan Introduction

Lecture 16: Home Loan Calculation

Lecture 17: Practice Question – Home Loan

Lecture 18: Total Assets, Net Worth and Financial Ratios

Chapter 4: FPSB India’s Financial Planner Code of Ethics

Lecture 1: Code of Ethics – 1

Lecture 2: Code of Ethics – 2

Chapter 5: Regulatory Environment Related to Financial Planning

Lecture 1: Regulation relating to Individuals

Lecture 2: Functions and Regulations of Financial Institutions and some other Regulations

Instructors

International College of Financial Planning
ICoFP is the Pioneer and Market Leader in CFPCM Education.

Rating Distribution

1 stars: 21 votes

2 stars: 27 votes

3 stars: 127 votes

4 stars: 403 votes

5 stars: 1101 votes

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