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Teaching & Academics Teacher Training Financial Planning

Introduction to Financial Planning - CFP Certification

CFP - Module 1
Rating: 3.4 out of 53.4 (3 ratings)
28 students
Created by International College of Financial Planning
Last updated 5/2017
English
English [Auto]
30-Day Money-Back Guarantee

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 would
cover in detail the Financial Planner Competency Profile, the six step process which
includes Financial Planning 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. 

Who this course is for:

  • Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants

Course content

6 sections • 35 lectures • 5h 21m total length

  • Preview01:08
  • Preview04:14
  • Preview04:43

  • Financial Planning Introduction - 1
    07:57
  • Financial Planning Introduction - 2
    14:23
  • Financial Planning Process - 1
    11:22
  • Financial Planning Process - 2
    16:58

  • Brief Overview to Financial Markets
    12:59
  • Debt Management
    10:01
  • Personal Financial Statement Analysis
    07:42
  • Forms of Business Ownership
    17:11
  • Concepts in Behavioral Finance
    08:34
  • Economic Environment Analysis
    17:30

  • Introduction to Financial Mathematics
    01:35
  • Introduction to FC-200V Calculator
    06:51
  • Creating Timelines
    07:10
  • Basics of Time Value of Money
    10:54
  • Compounding & Time Value of Money - Future Value
    07:13
  • Time Value of Money - Future Value
    06:28
  • Time Value of Money - Present Value
    03:53
  • Time Value of Money - Number of payments
    05:53
  • Time Value of Money - Rate of Return
    02:31
  • Various Rates and CAGR Calculation
    05:51
  • Calculations of Perpeuity, NPV and IRR
    12:14
  • XIRR
    08:19
  • Nominal And Effective Rate Calculation
    09:23
  • Annunity Calculations
    08:52
  • Home Loan Introduction
    02:57
  • Home Loan Calculation
    16:37
  • Practice Question - Home Loan
    08:27
  • Total Assets, Net Worth and Financial Ratios
    06:42

  • Code of Ethics - 1
    17:48
  • Code of Ethics - 2
    10:46

  • Regulation relating to Individuals
    15:03
  • Functions and Regulations of Financial Institutions and some other Regulations
    11:37

Instructor

International College of Financial Planning
ICoFP is the Pioneer and Market Leader in CFPCM Education.
International College of Financial Planning
  • 3.9 Instructor Rating
  • 13 Reviews
  • 71 Students
  • 3 Courses

International College of Financial Planning (ICoFP) is India's premier education institute in Financial Services. ICoFP is the Pioneer and a Market Leader in CFPCM Education. We're a part of Bajaj Capital Group, India’s one of the oldest and largest investment services firm over last five decades having served a million plus Investors across the globe. 

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