Advanced Financial Planning- CFP Certification
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Advanced Financial Planning- CFP Certification

Final Module- CFP
0.0 (0 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
2 students enrolled
Last updated 6/2019
English
English [Auto]
Price: $69.99
30-Day Money-Back Guarantee
This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Equip with the skills to solve case studies based on Financial Planning for individuals
  • Understand the concepts and become eligible to crack the AFP exam under FPSB
  • Handle and resolve real-world professional situations
  • Manage clients and help them attain client’s satisfaction by giving them holistic solution for their financial goals
Requirements
  • A candidate must have completed all other modules of CFP Certification, i.e, Introduction to Financial Planning, Risk Analysis and Insurance Planning, Retirement Planning and Employee Benefits, Investment Planning and Tax Planning and Estate Planning
Description

This module will bring the user to an application level of all the concepts learned in the process of becoming a Financial Planner. It will enrich the student with required knowledge and skills to assess the entire financial situation of a client, financial goals of the client to meet in the near and long term, the parameters related to the economy, the financial market to develop a comprehensive financial plan.

Who this course is for:
  • Working Professionals
  • Finance students
  • Graduates curious about Financial Planning
  • Financial Planners/Advisers
  • Mutual Fund Brokers
  • Financial Consultants
Course content
Expand 16 lectures 01:20:19
+ Case Study
16 lectures 01:20:19
Question 1
02:07
Question 2
01:23
Question 5
14:09
Question 6
10:16
Question 7
03:21
Question 8
02:16
Question 9
01:23
Question 10
01:03
Question 11
05:24
Question 12
11:09
Question 13
04:16
Question 14
07:25
Question 15
03:44