Introduction to Financial Planning - CFP Certification

Introduction to Financial Planning - CFP Certification

This module would serve as an Introduction to Financial Planning. The module would
cover in detail the Financial Planner Competency Profile, the six step process which
includes Financial Planning process, client interactions, general principles of financial
management, financial mathematics, personal financial statements, cash flow and
debt management, asset acquisition, FPSB India’s Code of Ethics and Professional
Responsibility and Model Rules of Conduct, and the regulatory environment related
to the Financial Planning domain. 

CFP - Module 1

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What you will 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

Rating: 4.72993

Level: All Levels

Duration: 5.5 hours

Instructor: International College of Financial Planning