Introduction to Financial Planning CFP Certification
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
Requirements
A candidate must be grade 12th cleared at the time of enrollment having knowledge of Finance will be an add-on
Description
This module would serve as an Introduction to Financial Planning. The module wouldcover in detail the Financial Planner Competency Profile, the six step process whichincludes Financial Planning process, client interactions, general principles of financialmanagement, financial mathematics, personal financial statements, cash flow anddebt management, asset acquisition, FPSB India’s Code of Ethics and ProfessionalResponsibility and Model Rules of Conduct, and the regulatory environment relatedto the Financial Planning domain.
Overview
Lecture 1 Preview this course
Lecture 2 Preview this course
Lecture 3 Preview this course
Section 1: The 6-Step Financial Planning Process
Lecture 4 Financial Planning Introduction – 1
Lecture 5 Financial Planning Introduction – 2
Lecture 6 Financial Planning Process – 1
Lecture 7 Financial Planning Process – 2
Section 2: Financial Management- General Principles and Behavioral Finance
Lecture 8 Brief Overview to Financial Markets
Lecture 9 Debt Management
Lecture 10 Personal Financial Statement Analysis
Lecture 11 Forms of Business Ownership
Lecture 12 Concepts in Behavioral Finance
Lecture 13 Economic Environment Analysis
Section 3: Financial Mathematics
Lecture 14 Introduction to Financial Mathematics
Lecture 15 Introduction to FC-200V Calculator
Lecture 16 Creating Timelines
Lecture 17 Basics of Time Value of Money
Lecture 18 Compounding & Time Value of Money – Future Value
Lecture 19 Time Value of Money – Future Value
Lecture 20 Time Value of Money – Present Value
Lecture 21 Time Value of Money – Number of payments
Lecture 22 Time Value of Money – Rate of Return
Lecture 23 Various Rates and CAGR Calculation
Lecture 24 Calculations of Perpeuity, NPV and IRR
Lecture 25 XIRR
Lecture 26 Nominal And Effective Rate Calculation
Lecture 27 Annunity Calculations
Lecture 28 Home Loan Introduction
Lecture 29 Home Loan Calculation
Lecture 30 Practice Question – Home Loan
Lecture 31 Total Assets, Net Worth and Financial Ratios
Section 4: FPSB India’s Financial Planner Code of Ethics
Lecture 32 Code of Ethics – 1
Lecture 33 Code of Ethics – 2
Section 5: Regulatory Environment Related to Financial Planning
Lecture 34 Regulation relating to Individuals
Lecture 35 Functions and Regulations of Financial Institutions and some other Regulations
Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants
Course Information:
Udemy | English | 5h 21m | 1.38 GB
Created by: International College of Financial Planning
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