CFP- Certified Financial Planner Training by eduCBA

by Jagranjosh

CFP- Certified Financial Planner Training by eduCBA

Now-a-days, financial planning has become a booming sector and opens ups many career scopes for you. If you have an analytical bent of mind and good in number-crunching, this career will breed wonders...View more

Specification

  • Category: Finance & Accounting
  • Product Type: Online Course
Product Description

Now-a-days, financial planning has become a booming sector and opens ups many career scopes for you. If you have an analytical bent of mind and good in number-crunching, this career will breed wonders for you. Therefore, keep calm, and pursue this Certified Financial Planner Training Course by EDUCBA. The course is developed by experienced professionals and every topic is explained with examples and step-by-step tutorials for your better understanding. Right from introduction to money concepts to banking accounts to investment planning, the course covers every subject that is required to make a quality financial planner.

The major attributes of this course are as follows:

  • More than 278 lectures covered along-with 51+ hours of quality HD video classes
  • Every topic is explained in an easy way for your better understanding
  • Equal importance is given on every each and every topic
  • The course is designed as per the latest trends and updates 

 

Section 1: Introduction

1 Introduction to Money Concepts

2 Introduction to Money Concepts continued

 

Section 2: Banking and Bank Accounts

3 Basics of Banking and Types of Accounts

4 What is a Cheque

 

Section 3: Important concepts

5 Details of cheque, DD and ATM

6 Details of Credit Card

7 Details of Internet Banking

8 Introduction to Financial Planning

9 Power of Compounding

10 Inflation

11 Time Value of Money

12 Cash Flow & Budgeting

13 Cash Flow & Budgeting continued

14 Debt management

15 Introduction to Risk in Insurance Planning

16 Comprehensive Insurance Planning

17 Comprehensive Insurance Planning continued

18 Breakup of Insurance Premium

19 > Writing of Financial Goals

20 Concepts of Shares explained

21 Asset Allocation

22 Asset Allocation continued

23 Mutual Funds and its advantages

24 Types of Mutual Fund

25 Real Estate and Cash Investments

26 Understanding Small Saving Schemes

27 Understanding Small Saving Schemes continued

28 Debt Mutual Funds – types and features

29 Basics of Taxation

30 Components of Salary and Income from House Property

31 Categories apart from Salary and Income from House Property

32 Tax Collection

33 Retirement Planning

34 Retirement Planning – Need in India

35 Estate Planning

36 Concept of Will

37 Estate Planning tools in detail

38 Concept of Mortgage

39 Ways of taking title to Property

40 Behavioural Finance

41 Time Value of Money explained

42 Annuity

43 Nominal, Periodic and Effective Annual Return

44 Amortization Concept

45 Practical examples on Amortisation Concept

46 Excel Functions to explain Future Value

47 Excel Functions to explain Future Value continued

48 Excel Functions to explain Present Value

49 Excel Functions to explain Annuities

50 Excel Functions to explain Perpetuity

51 Excel Functions to explain Amortization

52 Revision of Time Value of Money concepts

53 Revision of Time Value of Money concepts continued

54 More revision on Time Value of money

55 Capital Revenue Expenses

56 Balance Sheet Asset Side

57 Balance Sheet Liability Side

58 Valuation of Assets and Ratio Analysis

59 Overview of Financial Planning

60 Risk Analyser Part 1

61 Risk Analyser Part 2

62 Practical Issues

63 Practical Asset allocation

64 Practical Asset allocation continued

 

Section 4: Investment Planning

65 Security Market and Products- Mutual Funds

66 Product Classification

67 Valuation of Assets and Declaration of Net Asset Value

68 Other Short Term Debt Funds

69 Fund of Funds

70 Mutual Fund Documentation

71 Risk Measures

72 Mutual Fund offer Document

73 Contents of Kim

74 How to Invest In Mutual Funds

75 Calculation of Returns

76 Breakdown of Risk

77 Sebi Changes Affecting Asset Management

78 Infrastructure Debt Funds

79 Reforms in NFO and Load

80 Kyc, Pan and Payment Instructions

81 Know Your Distributor (Kyd) Norms

82 Concept of Asba

83 Sebi Changes Affecting Investor Empowerment

84 Quantification of Risk

85 Standard Deviation

86 Ratios to Calculate Returns

87 Internal Risk Measurement For Debt Funds

88 Benchmark Returns

89 Various Means of Raising Capital Part 1

90 Various Means of Raising Capital Part 2

91 Basics of Risk and Return

92 Capital Asset Pricing Module Part 1

93 Capital Asset Pricing Module Part 2

94 Theory Question Investment Part 1

95 Theory Question Investment Part 2

96 Introduction to Derivatives

97 Operations of Derivatives

98 Security Valuation Theory

99 Economic Indicators Theory

100 Fundamental Analysis Theory

101 Technical Analysis Theory Part 1

102 Technical Analysis Theory Part 2

103 Basics of Market Theory

104 Exchanges and Index Theory

105 Financial Statements Theory

106 Financial Ratios Theory

107 Technical Analysis Indicators Theory

108 Fundamentals of Mutual Funds Theory

109 Investment Policy Theory

110 Offer Document Theory

111 Investment Service Theory

112 Mutual Funds Risk Theory

113 Financial Planning Strategy Theory

114 Fund Constituent Theory

115 Mutual Funds Performance Theory

116 Mutual Funds Accounting, Valuation and Taxation Theory Part 1

117 Mutual Funds Accounting, Valuation and Taxation Theory Part 2

118 Problems on Valuation of Stocks Part 1

119 Problems on Valuation of Stocks Part 2

120 Problems on Bond Valuation Part 1

121 Problems on Bond Valuation Part 2

122 Problems on Weighted Average Cost of Capital Part 1

123 Problems on Weighted Average Cost of Capital Part 2

 

Section 5: Risk Analysis and Insurance Planning

124 Details of Medical Insurance

125 Risk and Liability

126 New Pension Scheme Introduction

127 New Pension Scheme Details

128 Theory Question Part 1

129 Theory Question Part 2

130 Theory Question Part 3

131 Theory Question Part 4

132 Theory Question Part 5

133 Theory Question Part 6

134 Theory Question Part 7

135 Theory Question Part 8

136 Theory Question Part 9

137 Insurance Problem Part 1

138 Insurance Problem Part 2

139 Insurance Problem Part 3

140 Insurance Problem Part 4

141 Insurance Problem Part 5

142 Principles of Insurance

143 Life Insurance – History and Evolution

144 Risk Management Techniques

145 Key Term Part 1

146 Key Term Part 2

147 Key Term Part 3

148 Key Term Part 4

149 What Life Insurance Involves

150 Legal Principles of Life Insurance

151 Insurable Interest and Proximate Course

152 Question and Answer

153 Financial Planing

154 Insurance Planing Part 1

155 Insurance Planing Part 2

156 Insurance Planing Part 3

157 Life Insurance Products Part 1

158 Life Insurance Products Part 2

159 Life Insurance Products Question and Answer

160 Fund Choice

161 Unit Linked Insurance Plans Explained with Multiple Choice Question

162 Health Insurance Explained with Multiple Choice Question

163 Important Insurance Terms Explained with Multiple Choice Question

164 Disability Insurance Explained with Multiple Choice Question

165 Underwriting Concept and Methodology Explained

166 The Concept of Rate Making and Methods Used

167 The Concept of Rate Making for Decision Making Purposes

168 Multiple Choice Question on Underwriting and Rate Making

169 The Concept of Pension and Annuity Explained

170 Common Pension Terms Explained

171 Multiple Choice Question on Pension and Annuity

172 Life Insurance Selection Process

173 Multiple Choice Question on Pricing and Valuation in Life Insurance Part 1

174 Multiple Choice Question on Pricing and Valuation in Life Insurance Part 2

175 Application of Life Insurance

176 Claim and Regulation

177 Grievance Redressal

178 Life Insurance Selling

 

Section 6: Retirement Planning and Employee Benefits

179 Recapitulation of Time Value of Money Concepts

180 Retirement Corpus Calculator

181 Mutual Funds for Retirement

182 What is Retirement Planning

183 Obstacles in Retirement Planning Part 1

184 Obstacles in Retirement Planning Part 2

185 Wealth Creation Process

186 Retirement Benefit Plan

187 Defined Benefit Plan Types

188 Retrenchment Compensation

189 Defined Contribution Plan Types

190 Provident Fund

191 Employees Deposit Linked Insurance Schemes

192 Retirement Benefit Plan Superannuation

193 Group Life and Health Insurance

194 Retirement Planning Strategy

 

Section 7: Taxation Planning and Estate Planning

195 Taxation Basics

196 Mode of set off Carry Forward

197 Carry Forward and set off Business Losses

198 Estimating Retirement Expenses

199 Retirement Income Streams

200 Pension Sector Reforms

201 Need for Pension Reforms

202 The Reform Process

203 Concept of Estate Planing

204 Power of Attorney

205 Estate Planing Part 1

206 Estate Planing Part 2

207 Taxation Saving Section Part 1

208 Taxation Saving Section Part 2

209 Life Insurance

210 Tuition Fee

211 Medical Insurance

212 Rajiv Gandhi Equity Saving Scheme

213 Donation to Political Parties

214 Tax on Capital Gains

215 When Agriculture Land Part 1

216 When Agriculture Land Part 2

217 Computation of STCG

218 Computation of LTCG

219 Cost of Acquisition Part 1

220 Cost of Acquisition Part 2

221 Income from House Property

222 House Property

223 Net Annual Value

224 House Property which is Part of the Year Let

225 Income from Salary

226 Allowances

227 Perquisites

228 Valuation of Perquisites

229 Taxation Theory in detail

230 Compensation on V.R.S.

231 Leave Encasement

232 Income from Other Sources

233 Amount not Deductible

234 Profits and Gains from Business and Profession Part 1

235 Profits and Gains from Business and Profession Part 2

236 Proportionate Depreciation Part 1

237 Proportionate Depreciation Part 2

238 Expenditure on Scientific Research

239 Expenditure on Specified Business Part 1

240 Expenditure on Specified Business Part 2

241 Special Reserve

242 Learning Objective Part 1

243 Learning Objective Part 2

244 Learning Objective Part 3

245 Learning Objective Part 4

246 Specified Business

247 Business Re Organisation

248 Tax Planing, Tax Evasion and Tax Avoidance

249 Provisions of Law

250 Short Term and Long Term

251 Areas of Tax Planing

252 Retrospective Legislation

253 The Scope of Definitions of those Term

254 Company

255 Income Includes

256 Fring Benefits

257 Agricultural Income

258 Advance Tax Part 1

259 Advance Tax Part 2

260 Taxability of non-resident under the Income Tax

261 Relevent Income Tax Rules

262 Tax Rate

263 List of Benefits Available to Salaried Persons Part 1

264 List of Benefits Available to Salaried Persons Part 2

265 List of Benefits Available to Salaried Persons Part 3

266 Comprehensive Child Planner

267 Retirement Planner

268 Recurring Goal

269 Instruction and Note

270 Assumptions, Personal Details, Income and Expenses Part 1

271 Assumptions, Personal Details, Income and Expenses Part 2

272 Assets, Investment Assets and Liabilities

273 Insurance, Goals, Asset Allocation for Goals

274 Retirement Planning Problem Solved

275 Insurance Need Analysis, Saving for goals, Goal wise Fund Allocation

276 Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 1

277 Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 2

278 Goal 2 Excel Sheet Problems Solved with Cell wise Formula

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CFP- Certified Financial Planner Training by eduCBA
CFP- Certified Financial Planner Training by eduCBA

Now-a-days, financial planning has become a booming sector and opens ups many career scopes for you. If you have an analytical bent of mind and good in number-crunching, this career will breed wond

Promo Code SAVE25

Use promocode SAVE25 to get upto 25% discount on offer price Minimum Order value - Rs 50/-. Offer is valid for all Jagran Josh products.

Specification
  • Category: Finance & Accounting
  • Product Type: Online Course
Product Description

Now-a-days, financial planning has become a booming sector and opens ups many career scopes for you. If you have an analytical bent of mind and good in number-crunching, this career will breed wonders for you. Therefore, keep calm, and pursue this Certified Financial Planner Training Course by EDUCB ... Read More