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Investment Planning - CFP Certification
Highest Rated
811 students
Investment Planning - CFP Certification
Module- CFP
Last updated 5/2017
English
What you'll learn
- Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
- Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
- Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
- Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
- Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals
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Course content
6 sections • 52 lectures • 7h 8m total length
Requirements
- A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
Description
This module would cover the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces students to various concepts and regulatory environment of insurance in India. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.
Who this course is for:
- Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants