IIRF Online > Finance & Accounting > Finance Cert & Exam Prep > Certified Financial Planner (CFP) > Investment Planning - CFP Certification
Investment Planning - CFP Certification by Udemy
Module- CFP
Course Highlights
- Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
- Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
- Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
- Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
- Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals
Skills you will learn!
Curriculum
3 Topics
Preview this course
Preview this course
Preview this course
8 Topics
Financial Market - Primary market Money Market Instruments
Securities Market - Secondary Market
Mutual Fund - Equity Asset Class
Mutual Fund - Debt Asset Class
Debt Asset Class
Derivates 1
Derivates 2
Alternative Asset Class
6 Topics
Types of Investment Risk - 1
Types of Investment Risk - 2
Risk and Return of Various Asset Class
Asset Allocation - 1
Asset Allocation - 2
Asset Allocation Question
17 Topics
Investment Planning Process -1
Investment Planning Process - 2
Risk
Measurement of Risk - Standard Deviation Covariance
Other Risk Measure - Beta
Diversification Strategies
Analysis of Return
Return
Time Weighted vs. Money Weighted
CAGR HPR Return Calculation
Bond Introduction
Bond Features - 2
Yield Calculations - 3
Money Market Securities
Equity Valuation - 1
Equity Valuation - 2
Market based approach and calculations of other model
16 Topics
Efficient Portfolio - 1
Efficient Portfolio - 2
Indifference Curve - 1
Indifference Curve - 2
Optimal Portfolio
CAPM Assumptions
Capital Allocation Line
Securities Market Line
Questions
Question -1
Portfolio Revision Theory
Question on Rebalancing
Question on Tactical Asset Allocation
Investment Strategy - 1
Investment Strategy - 2
Investment Portfolio Management - Valuation
2 Topics
Regulatory oversight of Financial Products and Services
Other Entities Facilitating Market Play and Intermediation
Investment Planning - CFP Certification
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