Introduction to Financial Planning - CFP Certification

Course Feature

Cost

Paid
Provider

Udemy
Certificate

Paid Certification
Language

English
Start Date

2017-05-20
Learners

No Information
Duration

No Information
Instructor

International College of Financial Planning

Add to Favorites

4.1

3,524 Ratings

This course is an ideal introduction to Financial Planning for those looking to become Certified Financial Planners. It covers the Financial Planner Competency Profile, the six step 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. With this course, you will gain the knowledge and skills necessary to become a successful Financial Planner. Click now to get started!

Show All

Introduction to Financial Planning - CFP Certification

Go to class

Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [July 25th, 2023]

This module provides an Introduction to Financial Planning. It covers the Financial Planner Competency Profile, the six step process of Financial Planning, 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 in detail. Upon completion of this module, participants will be eligible to pursue CFP Certification.

Course Syllabus

Preview this course

The 6-Step Financial Planning Process

Financial Management- General Principles and Behavioral Finance

Financial Mathematics

FPSB India’s Financial Planner Code of Ethics

Regulatory Environment Related to Financial Planning

Show All

Recommended Courses

Financial planning for Indians

4.4

Udemy 796 learners

Learn More

This course is designed to help Indians manage their personal finances and build a secure financial future. It covers topics such as calculating net worth, creating a budget, creating a savings plan, understanding investment strategies, and more. Participants will learn how to save for retirement, save for personal goals, and make their money work for them. The course is suitable for those who are saving for their children’s college education, currently investing for retirement, and want to learn the real cost of working. It is not suitable for those who want to get rich quickly or guarantee the same results.

Building Financial Statements in Excel

4.5

Udemy 9,146 learners

Learn More

This course is perfect for anyone who wants to learn about financial statements and how to build their own models in Excel. You will learn about the three main financial statements (Income statement, balance sheet, and cash flow statement), how to build integrated financial statements in Excel, how to build supporting financial schedules, and the different financial ratios. With a 30-day money back guarantee, you have nothing to lose and everything to gain. Sign up now and start learning how to analyze the numbers in your financial statements!

"Why I Fire People Every Day" - Warren Buffett

2.0

Youtube 3,139,296 learners

Learn More

lessons from Warren Buffett on how to fire people the right way. Learn the secrets of the world's most successful investor and how to apply them to your own business. This course offers 17 free lessons from Warren Buffett, the world's most successful investor, on how to fire people the right way. Learn the secrets of Buffett's success and how to apply them to your own business. Get the knowledge you need to make the best decisions for your business and employees. Click now to get started!

How To Make Money with Financial Statements Right Now - Work From Home With Training SHAHBAZ M

2.5

Youtube 6,924 learners

Learn More

This course is perfect for anyone looking to make money from home with financial statements knowledge. It provides comprehensive training from SHAHBAZ M, who has years of experience in the field. With this course, you will learn how to use financial statements to make money right now. Whatsapp +923003078277 and +923000855025 for more details. Don't miss out on this opportunity to learn from an expert and start making money today!