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- Statutory Committees
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- Organisation Structure
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Strategizing Financial Futures: Certified Financial Planner (CFP, FPSB India)
GMUSD12
Credits: 2.00
Prerequisites : For Regular Pathway Eligibility the candidate must have passed class 12th and should have cleared the five exams covering all six modules. For Challenge Status Pathway Eligibility the candidate must have cleared CA/Intermediate level, CFA, ICWA, PhD among others. (Will be covered, if the knowledge gap is found)
Course Duration : 30 Hours / 12 Weeks
Start Date : 2024-01-01
End Date : 2024-04-01
Seats Remaining : 60
Aim & Summary
A Certified Financial Planner can find several career opportunities in financial advisory services as well as in the finance sector. A financial planner can offer services in the capacity of a consultant or represent his/her organisation for offering financial planning services to individuals and organisations. To earn the CFP certification, professionals must fulfil certain eligibility criteria and complete the 6-module CFP Certification Education Programme. CFP Syllabus assists in the development of individuals trained in the fields of Investment Planning, Financial Counseling, Banking, and so on. The main topics taught in CFP include Financial planning, risk analysis, insurance planning, tax and estate planning.| Week 1 | Financial Planning Principles, Process and Skills |
| Week 2 | Financial Management |
| Week 3 | Tax Principles and Optimisation |
| Week 4 | Investment Planning / Asset Management |
QUIZ 1 |
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| Week 5 | Risk Management and Insurance Planning |
| Week 6 | Retirement Planning |
| Week 7 | Estate Planning and Wealth transfer |
| Week 8 | Integrated Financial Planning |
QUIZ 2 |
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| Week 9 | Tax Planning & Estate Planning |
| Week 10 | Tax Planning & Estate Planning (Continued) |
| Week 11 | Advanced Financial Planning |
| Week 12 | Advanced Financial Planning (Continued) |
PROJECT REPORT |
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Course Certification
Certificate will have your name, photograph and the score in the final exam with the breakup. It will have the logos of GMU and company handling the course.