Introduction to Financial Planning - CFP Certification faq

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learnersLearners: 3,524
instructor Instructor: International College of Financial Planning instructor-icon
duration Duration: duration-icon

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 Course Overview Course Provider Discussion and Reviews
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Course Feature

costCost:

Paid

providerProvider:

Udemy

certificateCertificate:

Paid Certification

languageLanguage:

English

start dateStart 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

Discussion and Reviews

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faq FAQ for Financial Planning Courses

Q1: Does the course offer certificates upon completion?

Yes, this course offers a paid certificate. AZ Class have already checked the course certification options for you. Access the class for more details.

Q2: How do I contact your customer support team for more information?

If you have questions about the course content or need help, you can contact us through "Contact Us" at the bottom of the page.

Q3: How many people have enrolled in this course?

So far, a total of 3524 people have participated in this course. The duration of this course is hour(s). Please arrange it according to your own time.

Q4: How Do I Enroll in This Course?

Click the"Go to class" button, then you will arrive at the course detail page.
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(Please note that the following steps should be performed on Udemy's official site.)
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Udemy may offer a Personal Plan subscription option as well. If the course is part of a subscription, you'll find the option to enroll in the subscription on the course landing page.
If you're looking for additional Financial Planning courses and certifications, our extensive collection at azclass.net will help you.

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