Introduction to Financial Planning – CFP Certification

CFP - Module 1

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

What Will I Learn?

• Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
• Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
• Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
• Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
• Understand various regulations which need to be adhered to while making and implementing financial plans for the clients

Requirements

• A candidate must be grade 12th cleared at the time of enrollment having knowledge of Finance will be an add-on

Target audience

• Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants