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Financial Planning training courses and schools
Financial Planning Certificate (FPC)

School: The Indian Institute of Financial Planning
[All Courses]

CFP Workshop
Course Format: Classroom
Greetings from team at IIFP! It gives me immense pleasure to introduce The Indian Institute of Financial Planning (IIFP), as a leading education provider of FINANCIAL PLANNING STANDARDS BOARD, INDIA for CERTIFIED FINANCIAL PLANNERCM(CFPCM) certification program. Read on to know more…â€,?. Who is a Certified Financial Planner? A Certified Financial Planner is one who assimilat...
 

School: Financial Planning Academy
[All Courses]

Certified Financial Planner (CFP) Workshop
Course Format: Classroom
Financial Planning Academy is the Authorized Education Provider for the CFP course.
 

School: Performetics
[All Courses]

Certified Financial Planning
Course Format: Classroom
CFP from RNIS college of CFP
 

School: The Indian Institute of Financial Planning
[All Courses]

CFP (Certificate)
Course Format: Blended
The main highlight of this course is the study material which has been prepared byMr. Niamatulla , who launched CFP in India.
 

School: Financial Planning Academy
[All Courses]

ADVANCED FINANCIAL PLAN CONSTRUCTION (Certificate)
Course Format: Classroom
This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan: Establishing client- planner relationships Analyze Client Objectives, Needs and Financial Situation Developing and presenting the financial plan Implementing t...
 

TAX PLANNING AND ESTATE PLANNING (Certificate)
Course Format: Classroom
This module broadly covers the knowledge required by a CFP professional to advise their clients on the various tax laws and tax planning tools, namely: Income-tax computation for Individuals, Companies, Trusts and other bodies. Capital Gains and Indexation House Property Deductions and Allowances Non Resident Indian tax laws Tax Management Techniques Estate planning, the second ...
 

INVESTMENT PLANNING (Certificate)
Course Format: Classroom
This module discusses about the various investment vehicles and investment strategies required to execute any sound financial plan. The broad categories it includes are: Risk Return Analysis Mutual Funds Derivatives Asset Allocation Investment strategies Portfolio construction and management Regulation of an Investment Advisor
 

RETIREMENT PLANNING AND EMPLOYEE BENEFITS (Certificate)
Course Format: Classroom
This module emphasizes on the process of wealth creation and the retirement planning strategies for individuals. It broadly covers: Retirement need analysis techniques Development of retirement plans Various retirement schemes such as: Employees Provident Fund (EPF) Public Provident Fund (PPF) Superannuation Fund Gratuity Other Pension Plans Post-retirement counseling ...
 

Insurance and risk management (Certificate)
Course Format: Classroom
This module exhaustively covers the knowledge requirements relating to: Risk management and insurance decisions in personal financial planning. Identifying client’s exposure to mortality, heath, disability, property, liability, and long-term care risk is emphasized. Selecting the apt risk management technique Various Insurance Policies and Strategies: General Insurance Life Insura...
 

Financial Planning (Certificate)
Course Format: Classroom
This module serves as an introduction to financial planning broadly covering the following: The six-step process financial planning Client interactions Code of Ethics Time value of money applications Personal financial statements Cash flows and debt management Asset acquisition Education planning Overview of risk management investment planning & retirement planning Special c...
 

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