CFPC is the preferred certification for Financial Management. The course covers Financial Planning, Investment Planning, Retirement planning and Taxes.
Helps to understand the Flow of Cash and Current Finance.
Makes good financial plans and financial progressions.
To know about Investment tools and its Basics.
What you will master?
Risk Management, Wealth Management, and Financial Management.
Basic Principles of Taxes, Insurances, and laws.
Investment planning and Retirement planning.
Integrated Financial Ideas and plans.
Some Sample Videos:
Class:1- Getting started with Certified Financial Planner Certification.
Class:2- Basics of Financial planning.
Class:3- History of Financial and Investment Industry.
Class:4 - A little bit about Social Environment and Financial Planning.
Class:5 - Session about Communication that helps in Financial Counseling.
Class: 6 - An outline of Investments.
Class:7 - Tutorial about recommending Financial Planning Strategies to Investors.
Class: 8 - Know the important Regulation in the Financial System.
Class:9 - An advanced tutorial about Risk Management and Insurance Products.
Class: 10 - Learn the basic Investment Concepts.
Class: 11 - Understanding the Economic Environment.
Class: 12 - Overview of Asset Classes. ( financial planning basics)
Class: 13 - Investment Products explanation.
Class: 14 - Discussion about Taxation - Part 1.
Class: 15 - Discussion about Taxation - Part 2.
Class: 16 - Fundamentals of Estate Planning.
Class: 17 - Kicking off with Financial Plan.
Class: 18 - Understanding the Strategies in Business Planning.
Class: 19 - Marketing basics.
Class: 20 - Session about Segmentation and Product Development in Marketing.
Class:21 - About Communication in Marketing.
Class:22 - Tutorial about Distribution and Pricing in Marketing.
Class:23 - Discussion on Organizational Behaviour & Human Resource Management.
Class:24 - Understanding Conflict Resolution.
Class:25 - Understanding Team Leadership.
Class:26 - Case Study - About Marketing and Managing (Financial services)
Class: 27 - Market & Products Intro.
Class: 28 - Know about Investment Concept and Approaches.
Class: 29 - Fundamentals of Asset Classes in Market & Products.
Class: 30 - Training on Statistical Tools.
Class:31- Understanding the concept of Risk and Return.
Class:32- Outline of Efficient Market theory.
Class:33- Tutorial on Portfolio Analysis and Selection.
Class:34 - Introduction of Equity Market.
Class:35 - Session on Depository and Regulatory Framework.
Class:36 - Understanding the Process of Investment decision making.
Class:37 - Basics of Efficient Market Hypothesis.
Class: 38 - Overview of technical analysis.
Class: 39 - Tutorial on Economic Analysis and Industry Analysis.
Class: 40 - Company Analysis tutorial.
Class: 41 - Discussion about Valuation.
Class: 42 - Training on Technical Analysis.
Class: 43 - Overview of Debt-Instruments.
Class: 44 - Understanding the Debt Market.
Class: 45 - Know about Government Securities.
Class: 46 - Importance of Treasury Bills.
Class: 47 - Call Money Market explanation.
Class: 48 - Understanding the Corporate Debt.
Class: 49 - Fundamentals of Commercial Paper(Certificate of Deposit)
Class:50 -Lesson about Secondary Markets for Government Securities.
Class:51 - Introduction of Bond Market Indices & Benchmarks.
Class:52 - Understanding Ready Forward Contracts.
Class:53 - Tutorial about Trading in Govt. Securities.
Class:54 - Lesson on Regulatory & Procedural Aspects.
Class:55 - Understanding the Yield Curve.
Class:56 - Overview of Bond Valuation.
Class:57 - Fixed Income Derivatives explanation.
Class: 58 - Basic principles of insurance.
Class: 59 - Know the structure and functions of Insurance organizations.
Class: 60 - Session about Regulation and legislation applicable.
Class:61- An outline about Life Insurance.
Class:62- Tutorial on Group Life Products.
Class:63- Understanding the Rural Social Insurance.
Class:64- Lesson on banking Theory.
Class:65 - Tutorial on Liability and Health Insurance.
Class: 66 - Tutorial on Motor and Fire Insurance.
Class:67 - Tutorial on Marine and General Insurance.
Class:68 - How to manage risks in Financial planning?
Class:69 - Process of Insurance Marketing and selling.
Class: 70 - Understanding the Insurance business environment.
Class: 71 - Introduction of Retirement Planning.
Class: 72 - Pension Schemes explanation.
Class: 73 - A guide about investing the savings.
Class: 74 - About Taxation and Pension Reforms (Organised Sector)
Class: 75 - Mutual Funds Intro.
Class: 76 - Understanding Mutual Fund Industry.
Class: 77 - Basic Formation and Organization in Mutual Funds.
Class: 78 - Session about Fund Accounting and Valuation.
Class:79 - Tutorial on managing Unitholders money.
Class:80 - Session about Performance Measurement & Evaluation of Mutual Fund Schemes.
Class:81 - Concept of Mutual Fund as an investment.
Class:82 - Tutorial on developing a Model Portfolio for the investor.
Class:83 - Overview of Unitholders Protection.
Class:84 - Banking Products and fundamentals.
Class:85 - Discussion about types of Deposit Accounts.
Class:86 - Lesson about Modes of creating Charge on secured advances.
Class: 87 - A little bit about Retail Banking.
Class: 88 - A complete study about Wealth Management.
Class: 89 - An advanced tutorial on Banking Products.
Class: 90 - Final words about CFPC.
Schedule Your Classes
The duration of the Course is 3 Months (90 days)
Weekdays - Monday to Saturday.
Weekend classes - Saturday and Sunday.
Class Consist of both Theory and Practical session.
Materials will be provided.
Please note that the Training Structure may vary for every student.
Have a Question?
Please send us any questions you may have. We would love to answer it.