Investment Planning – CFP Certification
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- This product is available at Udemy.
- At udemy.com you can purchase Investment Planning - CFP Certification for only $2,299.00
- The lowest price of Investment Planning - CFP Certification was obtained on July 23, 2026 11:08 pm.
Description
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Investment Planning - CFP Certification
★★★★★
$2,299.00
in stock
Udemy.com
as of July 23, 2026 11:08 pm
Module- CFP
Created by:
International College of Financial Planning
ICoFP is the Pioneer and Market Leader in CFPCM Education.
ICoFP is the Pioneer and Market Leader in CFPCM Education.
Rating:4.65 (95reviews)
460students enrolled
What Will I Learn?
- Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
- Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
- Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
- Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
- Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals
Requirements
- A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
Target audience
- Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants
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