Investment Planning – CFP Certification

Module- CFP

Created by: International College of Financial Planning
ICoFP is the Pioneer and Market Leader in CFPCM Education.

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