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Finance & Accounting
CPFP - Certified Professional of Financial Planner
D
Dr. José Prabhu J
5/24/2025
·
1 min read
Course Overview
Course Title:
CPFP - Certified Professional of Financial Planner
Instructor:
Dr. José Prabhu J
Target Audience:
Financial planning professionals, aspiring financial planners, individuals interested in personal finance management
Prerequisites:
Basic skills and ideas of financial management and financial development
Curriculum Highlights
Key Topics Covered:
Introduction to Financial Planning
Financial Management
Risk Management and Insurance
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Education Planning
Behavioral Finance
Advanced Financial Planning
Key Skills Learned:
Prepare and interpret personal balance sheets and income statements
Identify and assess different types of insurance
Understand various investment options and their risks
Estimate retirement expenses and income sources
Optimize tax benefits
Techniques for transferring wealth and planning charitable donations
Options for saving for education
Strategies to counteract biases in financial decisions
Develop comprehensive financial plans
Course Format
Duration:
1.5 hours on-demand video
Format:
Self-paced online course
Resources:
1 practice test
Access on mobile and TV
Certificate of completion
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