CFP - Introduction to Financial Planning

Certified Financial Planner (CFP) is an International Certificate Programme in Financial Planning
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1,170 students enrolled
Instructed by ApnaCourse . Business / Finance
$30
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  • Lectures 38
  • Contents Video: 12 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2014 English

Course Description

The Introduction to Financial Planning is the first module in CFP and forms the basis for any learning related to Finance or Financial Planning. This Course, promoted by ApnaCourse, covers 5 key sections across Financial Management, Financial Mathematics, Regulatory Environment, Code of Ethics etc. Students interested in Finance or professionals intended to pursue a career in Finance related domain or Financial Planning are recommended to go through this Course. The duration of the Course is ~14 hours of video lectures.

What are the requirements?

  • No Prerequisite knowledge required. Concepts have been explained from the basics

What am I going to get from this course?

  • Financial Planning Basics
  • Financial Jargons
  • Solve Simple Financial Numericals

What is the target audience?

  • Financial Planners
  • Finance Majors
  • Students interested in Finance Courses
  • Professionals in Finance domain

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction to Financial Planning
Basics of Financial Planning
Preview
12:37
Need for Financial Planning
08:28
Scope and Benefits of Financial Planning
07:27
Financial Planning Process
25:23
Assessment of Risk and Client Behaviour
11:11
Section 2: Financial Management
Financial Markets
38:35
Debt Management
20:40
Cash Flow Planning and Budgeting
23:37
Forms of Business Ownership
27:54
Behavioral Finance
48:37
Economic Indicators
42:41
Section 3: Financial Mathematics
Time Value of Money (TVM)
12:20
Simple Interest
10:38
Compound Interest
06:28
Future Value of Single Cash Flow
05:12
Present Value of Single Cash Flow
15:28
Nominal and Effective Rate of Return
16:20
Real Rate of Return
07:07
Compounded Annualized Growth Rate (CAGR)
14:00
Internal Rate of Return
23:56
Concept of Doubling Money
05:02
Single Cash Flows
01:04:36
Regular Cash Flows - Part 1
49:40
Regular Cash Flows - Part 2
03:53
Irregular Cash Flows
38:56
Mortgage
03:33
Amortization
52:51
Home Equity
12:09
Re-Financing of Loans
06:43
Personal Financial Statement
22:54
Liquidity Ratios
07:28
Other Financial Ratios
09:04
Investment Assets to Net Worth Ratios
11:09
Section 4: Code of Ethics
The 8 Code of Ethics
24:51
Section 5: Regulatory Environment
Contracts
07:36
Torts
10:37
Agency Law
04:27
Consumer Protection
05:57

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Instructor Biography

ApnaCourse ., Certifications Training - Online, Free, Certified Experts!

ApnaCourse is India's Only MOOC and the World's First Training Platform for Globally Recognized Certifications, fully Online, absolutely Free and delivered by Renowned and Certified Experts! The Domains include Financial Management, Project and Quality Management, IT Services and Security Management and more. All Courses are presented in the form of video lectures in High Definition format with interactive features like white-boarding, Live Calculator etc.

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