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

BACK

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.

Course Content
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
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
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

Strategizing Financial Futures: Certified Financial Planner (CFP, FPSB India)

Aim & Summary

Course Certification