CPFP - Certified Professional of Financial Planner

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