Introduction to Financial Planning - CFP Certification
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Introduction to Financial Planning - CFP Certification

CFP - Module 1
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1 student enrolled
Last updated 5/2017
English
Price: $50
30-Day Money-Back Guarantee
Includes:
  • 5.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
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 is the target audience?
  • Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants
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Curriculum For This Course
35 Lectures
05:21:46
+
The 6-Step Financial Planning Process
4 Lectures 50:40
Financial Planning Introduction - 1
07:57

Financial Planning Introduction - 2
14:23

Financial Planning Process - 1
11:22

Financial Planning Process - 2
16:58
+
Financial Management- General Principles and Behavioral Finance
6 Lectures 01:13:57
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
+
Financial Mathematics
18 Lectures 02:11:50
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
+
FPSB India’s Financial Planner Code of Ethics
2 Lectures 28:34
Code of Ethics - 1
17:48

Code of Ethics - 2
10:46
+
Regulatory Environment Related to Financial Planning
2 Lectures 26:40
Regulation relating to Individuals
15:03

Functions and Regulations of Financial Institutions and some other Regulations
11:37
About the Instructor
International College of Financial Planning
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1 Student
2 Courses
ICoFP is the Pioneer and Market Leader in CFPCM Education.

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.