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

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 A. 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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