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Top CFP - Certified Financial Planner course training providers in Ghaziabad

List of 21+ best CFP - Certified Financial Planner course training centers located near to you in Ghaziabad with course curriculum, training fees, Placement, contact phone numbers and students reviews as on June 13, 2021

 

 

training institutes National Institute of Professional Studies
Ghaziabad - Ghaziabad City
4 Star Rating: Best Training (31 reviews)
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National Institute of Professional Studies at Ghaziabad City - 	institute name board photo_24364 National Institute of Professional Studies at Ghaziabad City - training campus photo_16635 

Graphic designing Web designing Animation Multimedia Tally ERP Accounting TAXATION E-filling Software development-like C/C+ with Java, PHP Video editing Digital Marketing Degree courses Located at A-12,RDC Rajnagar,5th Floor, Gaziabad, 201002
 
training institutes Srishti Academy
Ghaziabad - Ghaziabad City
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training institutes CADD CENTRE
Ghaziabad - Ghaziabad City
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CADD CENTRE at Ghaziabad City -  photo_29474 CADD CENTRE at Ghaziabad City -  photo_29475 

 
training institutes ICA Edu Skills
Ghaziabad - Ghaziabad City
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ICA Edu Skills at Ghaziabad City - 	institute name board photo_24886 

 
training institutes Inspizone India
Ghaziabad - Ghaziabad City
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training institutes Advanced Excel VBA MIS Practical Training Cou
Ghaziabad - Ghaziabad City
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training institutes ACLM Computer Training Institute
Ghaziabad - Sector 5
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training institutes SGIT TRAINING INSTITUTE
Ghaziabad - Ghaziabad City
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Located at B-2 BASEMENT, SHIVA TOWER G.T.ROAD Ghaziabad-201001
 
training institutes Edutricks Services Pvt. Ltd
Ghaziabad - Ghaziabad City
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Located at #1084,Floor- 2nd,Niti Khand-1,near Orange County Indirapuram, UP Ghaziabad-201010
 
training institutes NIPS_WebTech
Ghaziabad - Ghaziabad City
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Located at Ameerpet Hyderabad-500032
 
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CFP - Certified Financial Planner Training Institutes in Ghaziabad - by Location

Yet5.com Provides complete list of best CFP - Certified Financial Planner training institutes in Ghaziabad and training centers with contact address, phone number, training reviews, course fees, job placement, course content, special offers and trainer profile information by area.

 

 

 

CFP - Certified Financial Planner course Content / syllabus in ghaziabad

Below is the CFP - Certified Financial Planner course content in ghaziabad used by the training institutes as part of the CFP - Certified Financial Planner course training. The CFP - Certified Financial Planner course syllabus covers basic to advanced level course contents which is used by most of CFP - Certified Financial Planner training classes in ghaziabad .

 

I Introduction to Financial Planning:
Financial Planning is introduced with the six-step process which includes Financial Planning process, Client Interactions, Time Value of Money Applications, Personal Financial Statements, Cash flow and Debt Management, Asset Acquisition, Education Planning, Overview of Risk Management, Investment Planning and Retirement Planning, Special Circumstances, Plan Integration, Ethics and Business Aspects of Financial Planning.

II Risk Analysis and Insurance Planning:
This module focuses on the knowledge requirements relating to insurance and risk analysis for a CFP certification. It introduces students to risk analysis and insurance decisions in personal financial planning. The end goal for the module is planning for clients’ exposures to mortality, health, disability, property, liability and thus gaining a perspective of the long term risk for the client.

III Retirement Planning and Employee Benefits:
This module emphasizes the knowledge requirements related to retirement planning and employee benefits for a CFP professional. This module stresses on the process of wealth creation, retirement planning and strategies for clients.

IV Investment Planning:
This module provides an introduction to Investment Planning, Investment vehicles, investment strategies, Regulation of an investment advisor, Application to clients, etc.
Tax Planning and Estate Planning: Portions of Tax Planning and Estate planning that are relevant to a CFPCM professional is covered in this module.

V Advanced Financial Planning:
This module brings together all that has been learned and supplements it with other miscellaneous topics. The module caters to the final goal of the course i.e. constructing a comprehensive Financial Plan for a client.

 

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