Certified Financial Planner (CFP) Course
- Offered byFPA Edutech Pvt. Ltd.
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Overview
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
Equips you with a broad range of knowledge and skills to prepare you for the CFP exam and a career in financial planning
Duration | 10 months |
Start from | Start Now |
Total fee | ₹90,000 |
Mode of learning | Online |
Official Website | Go to Website  |
Credential | Certificate |
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Highlights
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
- Earn a certificate FPA Edutech Pvt. Ltd
- 100% placement assistance
- Live projects on financial planning
- Personalised mentorship and tutorials by practitioner experts and world class faculty
- Learn from anywhere in the world on desktop, or mobile phone with an internet connection
Read more
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Course details
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
Skills you will learn
Who should do this course?
- For individuals who want to enhance their knowledge & skills in the field
What are the course deliverables?
- Grasp the CFP Board's financial planning practice standards and uphold ethical and professional conduct
- Understand the role of a CFP professional in the financial planning process, focusing on the client's needs and goals
- Develop the ability to create comprehensive financial plans encompassing various aspects like risk management, retirement planning, investments, taxes, and estate planning
- Gain a solid understanding of core financial concepts like time value of money, cash flow analysis, budgeting, debt management, and financial statement analysis
- Learn tax implications for various financial decisions and develop strategies to optimize clients' tax situation within the legal framework
More about this course
- The Certified Financial Planner (CFP) course is a professional certification program designed to provide individuals with the knowledge and skills necessary to offer comprehensive financial planning services to clients
- The course covers a wide range of topics to ensure that candidates are well-prepared to address the complex financial needs and goals of individuals and families
- It provides a comprehensive and in-depth education in various aspects of financial planning, equipping individuals with the knowledge and skills needed to offer expert financial advice and guidance to clients
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Curriculum
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
Investment Planning Specialist Module
Personal Financial Management
Investment Planning & Asset Management
Regulatory Environment, Law & Compliance
Retirement and Tax Planning Specialist Module
Retirement Planning
Tax Planning
Risk and Estate Planning Specialist Module
Risk Planning
Estate Planning
Financial Plan Construction & Integrated
Financial Planning Module
Financial Planning Process & Skills
Engaging Clients in Financial Planning
Integrated Financial Planning
Case Study & Capstone Project
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Faculty details
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
Kirtan Shah CFPCM
Yukti Gala CFPCM
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Entry Requirements
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
Eligibility criteria
- Anybody who has cleared 12th grade in any stream
- Graduate & Under Graduates: B.Com, BFM, BAF, BBI, BIM, BMS, BBA etc
- Postgraduates & Professionals: Education – CA – Inter, CA, MBA, M.Com etc
Conditional Offer
- Not mentioned
Certified Financial Planner (CFP) Course at FPA Edutech Pvt. Ltd. Admission Process
Certified Financial Planner (CFP) Course
at FPA Edutech Pvt. Ltd.
Important Dates
May 15, 2024
Course Commencement Date
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Certified Financial Planner (CFP) Course