Introduction to Financial Planning - CFP Certification
This course is an ideal introduction to Financial Planning for those looking to become Certified Financial Planners. It covers the Financial Planner Competency Profile, the six step 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. With this course, you will gain the knowledge and skills necessary to become a successful Financial Planner. Click now to get started! ▼
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Course Feature
Cost:
Paid
Provider:
Udemy
Certificate:
Paid Certification
Language:
English
Start Date:
2017-05-20
Course Overview
❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.
Updated in [July 25th, 2023]
This module provides an Introduction to Financial Planning. It covers the Financial Planner Competency Profile, the six step process of Financial Planning, 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 in detail. Upon completion of this module, participants will be eligible to pursue CFP Certification.
Course Syllabus
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The 6-Step Financial Planning Process
Financial Management- General Principles and Behavioral Finance
Financial Mathematics
FPSB India’s Financial Planner Code of Ethics
Regulatory Environment Related to Financial Planning
Course Provider
Provider Udemy's Stats at AZClass
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