Certified Financial Planner Course

Language: English

Instructors: Vinit Iyer

Validity Period: 365 days

Max Viewing Hours: 200 Hours

₹35000

5000 Finodemy Coins as Cashback

 

Why this course?

Description

The CERTIFIED FINANCIAL PLANNERCM credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.

Course Curriculum

Investment Planning Specialist
Section 1 - Personal Financial Management
E-Book Personal Financial Management_Global (102 pages)
E-Book Personal Financial Management_India (23 pages)
Session 1 (85:00)
Session 1 PPT (26 pages)
Session 2 (93:00)
Session 2 PPT (16 pages)
Session 3 (101:00)
Session 3 PPT (7 pages)
Session 4 (87:00)
Session 4 PPT (9 pages)
Session 5 (49:00)
Session 5 PPT (11 pages)
Session 6 (89:00)
Session 6 PPT (10 pages)
Session 7 (79:00)
Session 7 PPT (22 pages)
Section 2 - Investment Planning and Asset Management
E-Book Investment Management and Asset Planning_Global (226 pages)
E-Book Investment Management and Asset Planning_India (64 pages)
Session 8 (104:00)
Session 8 PPT (13 pages)
Session 9 (74:00)
Session 9 PPT (10 pages)
Session 10 (111:00)
Session 10 PPT (8 pages)
Session 11 (106:00)
Session 11 PPT (12 pages)
Session 12 (116:00)
Session 12 PPT (14 pages)
Session 13 (76:00)
Session 13 PPT (17 pages)
Session 14 (107:00)
Session 14 PPT (25 pages)
Session 15 (100:00)
Session 15 PPT (10 pages)
Session 16 (96:00)
Session 16 PPT (10 pages)
Session 17 - Part 1 (20:00)
Session 17 - Part 2 (104:00)
Session 17 PPT (24 pages)
Session 18 (139:00)
Session 18 PPT (26 pages)
Session 19 (85:00)
Session 19 PPT (30 pages)
Session 20 (137:00)
Session 20 PPT (19 pages)
Session 21 (143:00)
Session 21 PPT (21 pages)
Section 3 - Regulatory Environment, Law and Compliance
E-Book Regulatory Environment Law and Compliance_Global (72 pages)
E-Book Regulatory Environment Law and Compliance_India (38 pages)
Session 22 - Part 1 (70:00)
Session 22 - Part 2 (67:00)
Session 22 PPT (45 pages)
Session 23 (50:00)
Session 23 PPT (27 pages)
Additional Resources
Investment Planning Specialist PPT (387 pages)
Refresher Session 1 (116:00)
Refresher Session 2 (180:00)
Amortization Table
Examination Study Plan
Practice Test
Practice Test 1
Practice Test 2
Practice Test 3
Practice Test 4
Practice Test 5
Mock Exam
Mock Test 1 - Investment Planning Specialist
Mock Test 2 - Investment Planning Specialist
Mock Test 3 - Investment Planning Specialist
Retirement & Tax Planning Specialist
Section 1 - Retirement Planning
E- Book : Retirement Planning_Global (115 pages)
E-Book : Retirement Planning_India (59 pages)
Session 1 (140:00)
Session 1 PPT (16 pages)
Session 2_Part 1 (6:00)
Session 2_Part 2 (137:00)
Session 2 PPT (32 pages)
Session 3 (152:00)
Session 3 PPT (38 pages)
Session 4 (122:00)
Session 4 PPT (27 pages)
Section 2 - Tax Planning
E-Book : Tax Planning_Global (51 pages)
E-Book : Tax Planning_India (157 pages)
Session 5 (149:00)
Session 5 PPT (46 pages)
Session 6 (129:00)
Session 6 PPT (22 pages)
Session 7 (126:00)
Session 7 PPT (23 pages)
Session 8 (122:00)
Session 8 PPT (17 pages)
Session 9 (118:00)
Session 9 PPT (19 pages)
Session 10 (101:00)
Session 10 PPT (21 pages)
Session 11 (136:00)
Session 11 PPT (29 pages)
Session 12 (122:00)
Session 12 PPT (39 pages)
Session 13 (114:00)
Session 13 PPT (38 pages)
Additional Resources
Retirement and Tax Planning Specialist PPT (355 pages)
Refresher Session 1 (128:00)
Refresher Session 2 (111:00)
Retirement Corpus Calculation
Retirement Planning Template
Retirement Bucket Strategy
EPF Withdrawal Rules
PPF Account - Features & Benefits
Practice Test
Practice Test 1
Practice Test 2
Practice Test 3
Practice Test 4
Practice Test 5
Mock Exam
Mock Test 1 - Retirement & Tax Planning Specialist
Mock Test 2 - Retirement & Tax Planning Specialist
Risk & Estate Planning Specialist
Section 1 - Risk Management
E-Book : Risk Management_Global (150 pages)
E-Book : Risk Management_India (77 pages)
Session 1 (140:00)
Session 1 PPT (30 pages)
Session 2 (145:00)
Session 2 PPT (40 pages)
Session 3 (79:00)
Session 3 PPT (4 pages)
Session 4 (139:00)
Session 4 PPT (31 pages)
Session 5 (121:00)
Session 5 PPT (37 pages)
Session 6 (137:00)
Session 6 PPT (26 pages)
Session 7 (141:00)
Session 7 PPT (33 pages)
Section 2 - Estate Planning
E-Book : Estate Planning_Global (87 pages)
E-Book : Estate Planning_India (67 pages)
Session 8 (125:00)
Session 8 PPT (50 pages)
Session 9 (109:00)
Session 9 PPT (42 pages)
Session 10 (107:00)
Session 10 PPT (38 pages)
Additional Resources
Risk and Estate Planning Specialist PPT (327 pages)
Refresher Session 1 (183:00)
Refresher Session 2
Insurance Planning Template
Traditional Insurance Policy Analyzer
Practice Test
Practice Test 1
Practice Test 2
Practice Test 3
Practice Test 4
Practice Test 5
Mock Exam
Mock Test 1 - Risk & Estate Planning Specialist
Mock Test 2 - Risk & Estate Planning Specialist

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