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
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Located at B-2 BASEMENT, SHIVA TOWER G.T.ROAD Ghaziabad-201001
Located at #1084,Floor- 2nd,Niti Khand-1,near Orange County Indirapuram, UP Ghaziabad-201010
Located at Ameerpet Hyderabad-500032
CFP - Certified Financial Planner Training Institutes in Ghaziabad - by Location
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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.