Your cart is empty.
Keep shopping
Introduction to Financial Planning - CFP Certification
Highest Rated
7,571 students
Introduction to Financial Planning - CFP Certification
CFP - Module 1
Last updated 4/2025
English
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
Explore related topics
Course content
6 sections • 35 lectures • 5h 21m total length
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