Investment Planning - CFP Certification
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Investment Planning - CFP Certification

CFP - Module 2
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.
0 students enrolled
Last updated 5/2017
English
Price: $50
30-Day Money-Back Guarantee
Includes:
  • 7 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
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 is the target audience?
  • Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants
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Curriculum For This Course
52 Lectures
07:08:12
+
Investment Products Universe and their Applications
8 Lectures 01:23:47
Financial Market - Primary market, Money Market Instruments
12:40

Securities Market - Secondary Market
10:08

Mutual Fund - Equity Asset Class
09:53

Mutual Fund - Debt Asset Class
14:39

Debt Asset Class
03:10

Derivates 1
06:50

Derivates 2
11:31

Alternative Asset Class
14:56
+
Risk Profiling of Products and Investors - Asset Allocation Determination
6 Lectures 01:00:38
Types of Investment Risk - 1
08:24

Types of Investment Risk - 2
13:49

Risk and Return of Various Asset Class
05:08

Asset Allocation - 1
14:48

Asset Allocation - 2
12:54

Asset Allocation Question
05:35
+
Goal-based Investment Planning, Measuring and Managing Risks, Analysis of Return
17 Lectures 02:18:22
Investment Planning Process -1
08:06

Investment Planning Process - 2
12:51

Risk
06:46

Measurement of Risk - Standard Deviation, Covariance
15:40

Other Risk Measure - Beta
12:03

Diversification Strategies
04:07

Analysis of Return
09:09

Return
07:53

Time Weighted vs. Money Weighted
03:02

CAGR , HPR Return Calculation
02:10

Bond Introduction
08:44

Bond Features - 2
03:54

Yield Calculations - 3
14:46

Money Market Securities
02:28

Equity Valuation - 1
08:16

Equity Valuation - 2
07:14

Market based approach and calculations of other model
11:13
+
Investment Strategies and Portfolio Management
16 Lectures 01:45:02
Efficient Portfolio - 1
04:03

Efficient Portfolio - 2
05:54

Indifference Curve - 1
02:50

Indifference Curve - 2
04:47

Optimal Portfolio
02:18

CAPM Assumptions
03:47

Capital Allocation Line
06:44

Securities Market Line
06:45

Questions
16:54

Question -1
02:30

Portfolio Revision Theory
11:10

Question on Rebalancing
07:02

Question on Tactical Asset Allocation
06:16

Investment Strategy - 1
13:19

Investment Strategy - 2
05:40

Investment Portfolio Management - Valuation
05:03
+
Regulatory Aspects- Investment Products and Investment Advisory
2 Lectures 30:18
Regulatory oversight of Financial Products and Services
17:02

Other Entities Facilitating Market Play and Intermediation
13:16
About the Instructor
International College of Financial Planning
0.0 Average rating
0 Reviews
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.