IIRF Online > Finance & Accounting > Finance Cert & Exam Prep > Certified Financial Planner (CFP) > Introduction to Financial Planning - CFP Certification
Introduction to Financial Planning - CFP Certification by Udemy
CFP - Module 1
Course Highlights
- Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
- Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
- Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
- Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
- Understand various regulations which need to be adhered to while making and implementing financial plans for the clients
Skills you will learn!
Curriculum
3 Topics
Preview this course
Preview this course
Preview this course
4 Topics
Financial Planning Introduction - 1
Financial Planning Introduction - 2
Financial Planning Process - 1
Financial Planning Process - 2
6 Topics
Brief Overview to Financial Markets
Debt Management
Personal Financial Statement Analysis
Forms of Business Ownership
Concepts in Behavioral Finance
Economic Environment Analysis
18 Topics
Introduction to Financial Mathematics
Introduction to FC-200V Calculator
Creating Timelines
Basics of Time Value of Money
Compounding & Time Value of Money - Future Value
Time Value of Money - Future Value
Time Value of Money - Present Value
Time Value of Money - Number of payments
Time Value of Money - Rate of Return
Various Rates and CAGR Calculation
Calculations of Perpeuity NPV and IRR
XIRR
Nominal And Effective Rate Calculation
Annunity Calculations
Home Loan Introduction
Home Loan Calculation
Practice Question - Home Loan
Total Assets Net Worth and Financial Ratios
2 Topics
Code of Ethics - 1
Code of Ethics - 2
2 Topics
Regulation relating to Individuals
Functions and Regulations of Financial Institutions and some other Regulations
Introduction to Financial Planning - CFP Certification
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