Home : Book details : Book description

Description of  Comprehensive Certified Financial Planner (Cfp) Course

Published 4/2024 MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz Language: English | Size: 15.88 GB | Duration: 35h 13m Empower yourself with our CFP Course and master the art of financial planning for personal and professional success What you'll learn Fundamental Concepts: Students will gain a deep understanding of fundamental financial concepts, including money management principles, banking fundamentals Investment Planning: They will learn how to assess investment opportunities, analyze risks, and construct investment portfolios tailored to clients. Risk Analysis and Insurance Planning: Students will explore various risk management techniques and learn to design comprehensive insurance plans Retirement Planning and Employee Benefits: They will understand the intricacies of retirement planning, including pension schemes, retirement corpus Taxation and Estate Planning: Students will gain insights into tax planning strategies, including tax-saving investments, deductions, and compliance Ethical and Professional Standards: Throughout the course, students will be introduced to ethical and professional standards upheld by CFPs Practical Application: The course will emphasize practical application through case studies, simulations, and real-world scenarios Certification Preparation: Students will be prepared to sit for the Certified Financial Planner (CFP) exam, equipped with the knowledge and skills necessary Requirements While there are no strict prerequisites for our Comprehensive Certified Financial Planner (CCFP) course, students will benefit from having a foundational understanding of basic financial concepts and principles. However, individuals with diverse educational backgrounds and levels of experience are welcome to enroll in the course. In summary, while there are no strict prerequisites, students who possess a basic understanding of financial concepts and have strong analytical skills will be well-positioned to excel in our CFP course. Description Overview Section 1: CFP:01 - The Fundamentals Lecture 1 Introduction to Money Concepts Lecture 2 Introduction to Money Concepts continued Lecture 3 Basics of Banking and Types of Accounts Lecture 4 What is a Cheque Lecture 5 Details of cheque, DD and ATM Lecture 6 Details of Credit Card Lecture 7 Details of Internet Banking Lecture 8 Introduction to Financial Planning Lecture 9 Power of Compounding Lecture 10 Inflation Lecture 11 Time Value of Money Lecture 12 Cash Flow & Budgeting Lecture 13 Cash Flow & Budgeting continued Lecture 14 Debt management Lecture 15 Introduction to Risk in Insurance Planning Lecture 16 Comprehensive Insurance Planning Lecture 17 Comprehensive Insurance Planning continued Lecture 19 Writing of Financial Goals Lecture 20 Concepts of Shares explained Lecture 21 Asset Allocation Lecture 22 Asset Allocation continued Lecture 23 Mutual Funds and its advantages Lecture 24 Types of Mutual Fund Lecture 25 Real Estate and Cash Investments Lecture 26 Understanding Small Saving Schemes Lecture 27 Understanding Small Saving Schemes continued Lecture 28 Debt Mutual Funds types and features Lecture 29 Basics of Taxation Lecture 30 Components of Salary and Income from House Property Lecture 31 Categories apart from Salary and Income from House Property Lecture 32 Tax Collection Lecture 33 Retirement Planning Lecture 34 Retirement Planning Need in India Lecture 35 Estate Planning Lecture 36 Concept of Will Lecture 37 Estate Planning tools in detail Lecture 38 Concept of Mortgage Lecture 39 Ways of taking title to Property Lecture 40 Behavioural Finance Lecture 41 Time Value of Money explained Lecture 42 Annuity Lecture 43 Nominal, Periodic and Effective Annual Return Lecture 44 Amortization Concept Lecture 45 Practical examples on Amortisation Concept Lecture 46 Excel Functions to explain Future Value Lecture 47 Excel Functions to explain Future Value continued Lecture 48 Excel Functions to explain Present Value Lecture 49 Excel Functions to explain Annuities Lecture 50 Excel Functions to explain Perpetuity Lecture 51 Excel Functions to explain Amortization Lecture 52 Revision of Time Value of Money concepts Lecture 53 Revision of Time Value of Money concepts continued Lecture 55 Capital Revenue Expenses Lecture 56 Balance Sheet Asset Side Lecture 57 Balance Sheet Liability Side Lecture 58 Valuation of Assets and Ratio Analysis Lecture 59 Overview of Financial Planning Lecture 60 Risk Analyser Part 1 Lecture 61 Risk Analyser Part 2 Lecture 62 Practical Issues Lecture 63 Practical Asset allocation Lecture 64 Practical Asset allocation continued Section 2: CFP:02 - Investment Planning Lecture 65 Security Market and Products - Mutual Funds Lecture 66 Product Classification Lecture 67 Valuation of Assets and Declaration of Net Asset Value Lecture 68 Other Short Term Debt Funds Lecture 69 Fund of Funds Lecture 70 Mutual Fund Documentation Lecture 71 Risk Measures Lecture 72 Mutual Fund offer Document Lecture 73 Contents of Kim Lecture 74 How to Invest In Mutual Funds Lecture 75 Calculation of Returns Lecture 76 Breakdown of Risk Lecture 77 Sebi Changes Affecting Asset Management Lecture 78 Infrastructure Debt Funds Lecture 79 Reforms in NFO and Load Lecture 80 Kyc, Pan and Payment Instructions Lecture 81 Know Your Distributor (Kyd) Norms Lecture 82 Concept of Asba Lecture 83 Sebi Changes Affecting Investor Empowerment Lecture 84 Quantification of Risk Lecture 85 Standard Deviation Lecture 86 Ratios to Calculate Returns Lecture 87 Internal Risk Measurement For Debt Funds Lecture 88 Benchmark Returns Lecture 89 Various Means of Raising Capital Part 1 Lecture 90 Various Means of Raising Capital Part 2 Lecture 91 Basics of Risk and Return Lecture 92 Capital Asset Pricing Module Part 1 Lecture 93 Capital Asset Pricing Module Part 2 Lecture 94 Theory Question Investment Part 1 Lecture 95 Theory Question Investment Part 2 Lecture 96 Introduction to Derivatives Lecture 97 Operations of Derivatives Lecture 98 Security Valuation Theory Lecture 99 Economic Indicators Theory Lecture 100 Fundamental Analysis Theory Lecture 101 Technical Analysis Theory Part 1 Lecture 102 Technical Analysis Theory Part 2 Lecture 103 Basics of Market Theory Lecture 104 Exchanges and Index Theory Lecture 105 Financial Statements Theory Lecture 106 Financial Ratios Theory Lecture 107 Technical Analysis Indicators Theory Lecture 108 Fundamentals of Mutual Funds Theory Lecture 109 Investment Policy Theory Lecture 110 Offer Document Theory Lecture 111 Investment Service Theory Lecture 112 Mutual Funds Risk Theory Lecture 113 Financial Planning Strategy Theory Lecture 114 Fund Constituent Theory Lecture 115 Mutual Funds Performance Theory Lecture 116 Mutual Funds Accounting, Valuation and Taxation Theory Part 1 Lecture 117 Mutual Funds Accounting, Valuation and Taxation Theory Part 2 Lecture 118 Problems on Valuation of Stocks Part 1 Lecture 119 Problems on Valuation of Stocks Part 2 Lecture 120 Problems on Bond Valuation Part 1 Lecture 121 Problems on Bond Valuation Part 2 Lecture 122 Problems on Weighted Average Cost of Capital Part 1 Lecture 123 Problems on Weighted Average Cost of Capital Part 2 Section 3: CFP:03 - Risk Analysis & Insurance Planning Lecture 124 Details of Medical Insurance Lecture 125 Risk and Liability Lecture 126 New Pension Scheme Introduction Lecture 127 New Pension Scheme Details Lecture 128 Theory Question Part 1 Lecture 129 Theory Question Part 2 Lecture 130 Theory Question Part 3 Lecture 131 Theory Question Part 4 Lecture 132 Theory Question Part 5 Lecture 133 Theory Question Part 6 Lecture 134 Theory Question Part 7 Lecture 135 Theory Question Part 8 Lecture 136 Theory Question Part 9 Lecture 137 Insurance Problem Part 1 Lecture 138 Insurance Problem Part 2 Lecture 139 Insurance Problem Part 3 Lecture 140 Insurance Problem Part