Comprehensive Certified Financial Planner (Cfp) Course

Empower yourself with our CFP Course and master the art of financial planning for personal and professional success

What you'll learn

Fundamental Concepts: Students will gain a deep understanding of fundamental financial concepts, including money management principles, banking fundamentals

Investment Planning: They will learn how to assess investment opportunities, analyze risks, and construct investment portfolios tailored to clients.

Risk Analysis and Insurance Planning: Students will explore various risk management techniques and learn to design comprehensive insurance plans

Retirement Planning and Employee Benefits: They will understand the intricacies of retirement planning, including pension schemes, retirement corpus

Taxation and Estate Planning: Students will gain insights into tax planning strategies, including tax-saving investments, deductions, and compliance

Ethical and Professional Standards: Throughout the course, students will be introduced to ethical and professional standards upheld by CFPs

Practical Application: The course will emphasize practical application through case studies, simulations, and real-world scenarios

Certification Preparation: Students will be prepared to sit for the Certified Financial Planner (CFP) exam, equipped with the knowledge and skills necessary

Requirements

While there are no strict prerequisites for our Comprehensive Certified Financial Planner (CCFP) course, students will benefit from having a foundational understanding of basic financial concepts and principles. However, individuals with diverse educational backgrounds and levels of experience are welcome to enroll in the course.

In summary, while there are no strict prerequisites, students who possess a basic understanding of financial concepts and have strong analytical skills will be well-positioned to excel in our CFP course.

Description

Welcome to our comprehensive Certified Financial Planner (CFP) course! This course is meticulously designed to equip you with the knowledge and skills essential for navigating the intricate world of finance and financial planning.In this course, you will embark on a journey through various sections, each meticulously curated to cover fundamental concepts, investment planning, risk analysis, insurance planning, retirement planning, employee benefits, taxation, and estate planning.Throughout the course, you will not only acquire theoretical knowledge but also practical insights and real-world applications, enabling you to make sound financial decisions and offer expert advice to clients.Whether you're a novice aiming to kickstart your career in financial planning or a seasoned professional looking to enhance your expertise, our CFP course offers a comprehensive learning experience tailored to meet your needs and aspirations. So, embark on this enriching journey with us and unlock the doors to a successful career in financial planning!Section 1: CFP:01 - The FundamentalsIn this section, students will delve into the fundamental concepts of personal finance. They will start with an exploration of money concepts, including its role in the economy and basic financial transactions. Moving forward, they will learn about the banking system, different types of bank accounts, and the significance of choosing the right account. The section will also cover the intricacies of cheques, including their types and effective usage, followed by a detailed examination of other financial instruments such as Demand Drafts (DDs) and Automated Teller Machines (ATMs). Additionally, students will gain insights into credit cards, understanding their functionality and responsible usage.Section 2: CFP:02 - Investment PlanningThis section focuses on investment planning, beginning with an overview of the security market and mutual funds. Students will learn about product classification, valuation of assets, and the documentation involved in mutual fund investments. They will explore risk measures and the impact of SEBI changes on asset management. The section also covers various means of raising capital, basics of risk and return, and the Capital Asset Pricing Model (CAPM). Furthermore, students will delve into derivatives, security valuation theory, and different analysis methods such as fundamental and technical analysis.Section 3: CFP:03 - Risk Analysis & Insurance PlanningIn this section, students will explore risk analysis and insurance planning. They will learn about different types of insurance, including medical insurance and life insurance, and the principles underlying insurance. The curriculum covers risk management techniques, the New Pension Scheme, and various theoretical questions related to risk and insurance. Furthermore, students will understand the process of underwriting and rate-making in insurance, along with the selection process of life insurance products. The section concludes with insights into claim regulation, grievance redressal, and life insurance selling strategies.Section 4: CFP:04 - Retirement Planning & Employee BenefitsThis section is dedicated to retirement planning and employee benefits. Students will revisit the time value of money concepts and learn to calculate retirement corpus. They will explore retirement benefit plans, including defined benefit and contribution plans, and understand schemes such as Provident Fund and Superannuation. Additionally, students will gain insights into group life and health insurance, wealth creation, and the obstacles in retirement planning. The section emphasizes the importance of wealth creation and strategies for effective retirement planning.Section 5: CFP:05 - Taxation and Estate PlanningThe final section of the course focuses on taxation and estate planning. Students will gain an understanding of taxation basics, including various modes of set-off and carry-forward of losses. They will explore retirement expenses estimation, taxation-saving sections, and different types of insurance such as life and medical insurance. Additionally, students will delve into estate planning concepts, including the power of attorney and taxation on capital gains. The section concludes with discussions on tax planning, relevant income tax rules, and benefits available to salaried individuals.

Overview

Section 1: CFP:01 - The Fundamentals

Lecture 1 Introduction to Money Concepts

Lecture 2 Introduction to Money Concepts continued

Lecture 3 Basics of Banking and Types of Accounts

Lecture 4 What is a Cheque

Lecture 5 Details of cheque, DD and ATM

Lecture 6 Details of Credit Card

Lecture 7 Details of Internet Banking

Lecture 8 Introduction to Financial Planning

Lecture 9 Power of Compounding

Lecture 10 Inflation

Lecture 11 Time Value of Money

Lecture 12 Cash Flow & Budgeting

Lecture 13 Cash Flow & Budgeting continued

Lecture 14 Debt management

Lecture 15 Introduction to Risk in Insurance Planning

Lecture 16 Comprehensive Insurance Planning

Lecture 17 Comprehensive Insurance Planning continued

Lecture 18 Breakup of Insurance Premium

Lecture 19 Writing of Financial Goals

Lecture 20 Concepts of Shares explained

Lecture 21 Asset Allocation

Lecture 22 Asset Allocation continued

Lecture 23 Mutual Funds and its advantages

Lecture 24 Types of Mutual Fund

Lecture 25 Real Estate and Cash Investments

Lecture 26 Understanding Small Saving Schemes

Lecture 27 Understanding Small Saving Schemes continued

Lecture 28 Debt Mutual Funds types and features

Lecture 29 Basics of Taxation

Lecture 30 Components of Salary and Income from House Property

Lecture 31 Categories apart from Salary and Income from House Property

Lecture 32 Tax Collection

Lecture 33 Retirement Planning

Lecture 34 Retirement Planning Need in India

Lecture 35 Estate Planning

Lecture 36 Concept of Will

Lecture 37 Estate Planning tools in detail

Lecture 38 Concept of Mortgage

Lecture 39 Ways of taking title to Property

Lecture 40 Behavioural Finance

Lecture 41 Time Value of Money explained

Lecture 42 Annuity

Lecture 43 Nominal, Periodic and Effective Annual Return

Lecture 44 Amortization Concept

Lecture 45 Practical examples on Amortisation Concept

Lecture 46 Excel Functions to explain Future Value

Lecture 47 Excel Functions to explain Future Value continued

Lecture 48 Excel Functions to explain Present Value

Lecture 49 Excel Functions to explain Annuities

Lecture 50 Excel Functions to explain Perpetuity

Lecture 51 Excel Functions to explain Amortization

Lecture 52 Revision of Time Value of Money concepts

Lecture 53 Revision of Time Value of Money concepts continued

Lecture 54 More revision on Time Value of money

Lecture 55 Capital Revenue Expenses

Lecture 56 Balance Sheet Asset Side

Lecture 57 Balance Sheet Liability Side

Lecture 58 Valuation of Assets and Ratio Analysis

Lecture 59 Overview of Financial Planning

Lecture 60 Risk Analyser Part 1

Lecture 61 Risk Analyser Part 2

Lecture 62 Practical Issues

Lecture 63 Practical Asset allocation

Lecture 64 Practical Asset allocation continued

Section 2: CFP:02 - Investment Planning

Lecture 65 Security Market and Products - Mutual Funds

Lecture 66 Product Classification

Lecture 67 Valuation of Assets and Declaration of Net Asset Value

Lecture 68 Other Short Term Debt Funds

Lecture 69 Fund of Funds

Lecture 70 Mutual Fund Documentation

Lecture 71 Risk Measures

Lecture 72 Mutual Fund offer Document

Lecture 73 Contents of Kim

Lecture 74 How to Invest In Mutual Funds

Lecture 75 Calculation of Returns

Lecture 76 Breakdown of Risk

Lecture 77 Sebi Changes Affecting Asset Management

Lecture 78 Infrastructure Debt Funds

Lecture 79 Reforms in NFO and Load

Lecture 80 Kyc, Pan and Payment Instructions

Lecture 81 Know Your Distributor (Kyd) Norms

Lecture 82 Concept of Asba

Lecture 83 Sebi Changes Affecting Investor Empowerment

Lecture 84 Quantification of Risk

Lecture 85 Standard Deviation

Lecture 86 Ratios to Calculate Returns

Lecture 87 Internal Risk Measurement For Debt Funds

Lecture 88 Benchmark Returns

Lecture 89 Various Means of Raising Capital Part 1

Lecture 90 Various Means of Raising Capital Part 2

Lecture 91 Basics of Risk and Return

Lecture 92 Capital Asset Pricing Module Part 1

Lecture 93 Capital Asset Pricing Module Part 2

Lecture 94 Theory Question Investment Part 1

Lecture 95 Theory Question Investment Part 2

Lecture 96 Introduction to Derivatives

Lecture 97 Operations of Derivatives

Lecture 98 Security Valuation Theory

Lecture 99 Economic Indicators Theory

Lecture 100 Fundamental Analysis Theory

Lecture 101 Technical Analysis Theory Part 1

Lecture 102 Technical Analysis Theory Part 2

Lecture 103 Basics of Market Theory

Lecture 104 Exchanges and Index Theory

Lecture 105 Financial Statements Theory

Lecture 106 Financial Ratios Theory

Lecture 107 Technical Analysis Indicators Theory

Lecture 108 Fundamentals of Mutual Funds Theory

Lecture 109 Investment Policy Theory

Lecture 110 Offer Document Theory

Lecture 111 Investment Service Theory

Lecture 112 Mutual Funds Risk Theory

Lecture 113 Financial Planning Strategy Theory

Lecture 114 Fund Constituent Theory

Lecture 115 Mutual Funds Performance Theory

Lecture 116 Mutual Funds Accounting, Valuation and Taxation Theory Part 1

Lecture 117 Mutual Funds Accounting, Valuation and Taxation Theory Part 2

Lecture 118 Problems on Valuation of Stocks Part 1

Lecture 119 Problems on Valuation of Stocks Part 2

Lecture 120 Problems on Bond Valuation Part 1

Lecture 121 Problems on Bond Valuation Part 2

Lecture 122 Problems on Weighted Average Cost of Capital Part 1

Lecture 123 Problems on Weighted Average Cost of Capital Part 2

Section 3: CFP:03 - Risk Analysis & Insurance Planning

Lecture 124 Details of Medical Insurance

Lecture 125 Risk and Liability

Lecture 126 New Pension Scheme Introduction

Lecture 127 New Pension Scheme Details

Lecture 128 Theory Question Part 1

Lecture 129 Theory Question Part 2

Lecture 130 Theory Question Part 3

Lecture 131 Theory Question Part 4

Lecture 132 Theory Question Part 5

Lecture 133 Theory Question Part 6

Lecture 134 Theory Question Part 7

Lecture 135 Theory Question Part 8

Lecture 136 Theory Question Part 9

Lecture 137 Insurance Problem Part 1

Lecture 138 Insurance Problem Part 2

Lecture 139 Insurance Problem Part 3

Lecture 140 Insurance Problem Part 4

Lecture 141 Insurance Problem Part 5

Lecture 142 Principles of Insurance

Lecture 143 Life Insurance - History and Evolution

Lecture 144 Risk Management Techniques

Lecture 145 Key Term Part 1

Lecture 146 Key Term Part 2

Lecture 147 Key Term Part 3

Lecture 148 Key Term Part 4

Lecture 149 What Life Insurance Involves

Lecture 150 Legal Principles of Life Insurance

Lecture 151 Insurable Interest and Proximate Course

Lecture 152 Question and Answer

Lecture 153 Financial Planning

Lecture 154 Insurance Planning Part 1

Lecture 155 Insurance Planning Part 2

Lecture 156 Insurance Planning Part 3

Lecture 157 Life Insurance Products Part 1

Lecture 158 Life Insurance Products Part 2

Lecture 159 Life Insurance Products Question and Answer

Lecture 160 Fund Choice

Lecture 161 Unit Linked Insurance Plans Explained with Multiple Choice Question

Lecture 162 Health Insurance Explained with Multiple Choice Question

Lecture 163 Important Insurance Terms Explained with Multiple Choice Question

Lecture 164 Disability Insurance Explained with Multiple Choice Question

Lecture 165 Underwriting Concept and Methodology Explained

Lecture 166 The Concept of Rate Making and Methods Used

Lecture 167 The Concept of Rate Making for Decision Making Purposes

Lecture 168 Multiple Choice Question on Underwriting and Rate Making

Lecture 169 The Concept of Pension and Annuity Explained

Lecture 170 Common Pension Terms Explained

Lecture 171 Multiple Choice Question on Pension and Annuity

Lecture 172 Life Insurance Selection Process

Lecture 173 Multiple Choice Question on Pricing and Valuation in Life Insurance Part 1

Lecture 174 Multiple Choice Question on Pricing and Valuation in Life Insurance Part 2

Lecture 175 Application of Life Insurance

Lecture 176 Claim and Regulation

Lecture 177 Grievance Redressal

Lecture 178 Life Insurance Selling

Section 4: CFP:04 - Retirement Planning & Employee Benefits

Lecture 179 Recapitulation of Time Value of Money Concepts

Lecture 180 Retirement Corpus Calculator

Lecture 181 Mutual Funds for Retirement

Lecture 182 What is Retirement Planning

Lecture 183 Obstacles in Retirement Planning Part 1

Lecture 184 Obstacles in Retirement Planning Part 2

Lecture 185 Wealth Creation Process

Lecture 186 Retirement Benefit Plan

Lecture 187 Defined Benefit Plan Types

Lecture 188 Retrenchment Compensation

Lecture 189 Defined Contribution Plan Types

Lecture 190 Provident Fund

Lecture 191 Employees Deposit Linked Insurance Schemes

Lecture 192 Retirement Benefit Plan Superannuation

Lecture 193 Group Life and Health Insurance

Lecture 194 Retirement Planning Strategy

Section 5: CFP:05 - Taxation and Estate Planning

Lecture 195 Taxation Basics

Lecture 196 Mode of set off Carry Forward

Lecture 197 Carry Forward and set off Business Losses

Lecture 198 Estimating Retirement Expenses

Lecture 199 Retirement Income Streams

Lecture 200 Pension Sector Reforms

Lecture 201 Need for Pension Reforms

Lecture 202 The Reform Process

Lecture 203 Concept of Estate Planning

Lecture 204 Power of Attorney

Lecture 205 Estate Planning Part 1

Lecture 206 Estate Planning Part 2

Lecture 207 Taxation Saving Section Part 1

Lecture 208 Taxation Saving Section Part 2

Lecture 209 Life Insurance

Lecture 210 Medical Insurance

Lecture 211 Rajiv Gandhi Equity Saving Scheme

Lecture 212 Donation to Political Parties

Lecture 213 Tax on Capital Gains

Lecture 214 When Agriculture Land Part 1

Lecture 215 When Agriculture Land Part 2

Lecture 216 Computation of STCG

Lecture 217 Computation of LTCG

Lecture 218 Cost of Acquisition Part 1

Lecture 219 Cost of Acquisition Part 2

Lecture 220 Income from House Property

Lecture 221 House Property

Lecture 222 Net Annual Value

Lecture 223 House Property which is Part of the Year Let

Lecture 224 Income from Salary

Lecture 225 Allowances

Lecture 226 Perquisites

Lecture 227 Valuation of Perquisites

Lecture 228 Taxation Theory in detail

Lecture 229 Compensation on V.R.S.

Lecture 230 Leave Encasement

Lecture 231 Income from Other Sources

Lecture 232 Amount not Deductible

Lecture 233 Profits and Gains from Business and Profession Part 1

Lecture 234 Profits and Gains from Business and Profession Part 2

Lecture 235 Proportionate Depreciation Part 1

Lecture 236 Proportionate Depreciation Part 2

Lecture 237 Expenditure on Scientific Research

Lecture 238 Expenditure on Specified Business Part 1

Lecture 239 Expenditure on Specified Business Part 2

Lecture 240 Special Reserve

Lecture 241 Learning Objective Part 1

Lecture 242 Learning Objective Part 2

Lecture 243 Learning Objective Part 3

Lecture 244 Learning Objective Part 4

Lecture 245 Specified Business

Lecture 246 Business Re Organization

Lecture 247 Tax Planning, Tax Evasion and Tax Avoidance

Lecture 248 Provisions of Law

Lecture 249 Short Term and Long Term

Lecture 250 Areas of Tax Planning

Lecture 251 Retrospective Legislation

Lecture 252 The Scope of Definitions of those Term

Lecture 253 Company

Lecture 254 Income Includes

Lecture 255 Fringe Benefits

Lecture 256 Agricultural Income

Lecture 257 Advance Tax Part 1

Lecture 258 Advance Tax Part 2

Lecture 259 Taxability of non-resident under the Income Tax

Lecture 260 Relevant Income Tax Rules

Lecture 261 Tax Rate

Lecture 262 List of Benefits Available to Salaried Persons Part 1

Lecture 263 List of Benefits Available to Salaried Persons Part 2

Lecture 264 List of Benefits Available to Salaried Persons Part 3

Lecture 265 Comprehensive Child Planner

Lecture 266 Retirement Planner

Lecture 267 Recurring Goal

Lecture 268 Instruction and Note

Lecture 269 Assumptions, Personal Details, Income and Expenses Part 1

Lecture 270 Assumptions, Personal Details, Income and Expenses Part 2

Lecture 271 Assets, Investment Assets and Liabilities

Lecture 272 Insurance, Goals, Asset Allocation for Goals

Lecture 273 Retirement Planning Problem Solved

Lecture 274 Insurance Need Analysis, Saving for goals, Goal wise Fund Allocation

Lecture 275 Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 1

Lecture 276 Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 2

Lecture 277 Goal 2 Excel Sheet Problems Solved with Cell wise Formula

Aspiring Financial Professionals: Individuals who are new to the field of financial planning and seek comprehensive education and certification to enter the industry.,Finance Graduates: Recent graduates with degrees in finance, economics, accounting, or related fields who wish to enhance their practical skills and prepare for a career in financial planning.,Career Changers: Professionals from diverse backgrounds who are considering a transition into financial planning and require the necessary knowledge and credentials to succeed in the field.,Financial Services Professionals: Current professionals in the financial services industry, such as bankers, investment advisors, or insurance agents, who aim to expand their expertise and advance their careers by obtaining CFP certification.,Self-Employed Financial Advisors: Independent financial advisors or consultants who wish to strengthen their knowledge base, stay updated on industry best practices, and achieve CFP certification to enhance their credibility and attract clients.,Continuing Education Seekers: Individuals already working in financial planning roles who seek ongoing education and professional development opportunities to stay current with industry trends, regulations, and best practices.,Career Advancers: Professionals already working in financial planning roles who aspire to advance their careers, take on more challenging responsibilities, and increase their earning potential by obtaining CFP certification.