Udemy Coupons
Blog
Enable dark mode
Add Coupon
Enable dark mode
Finance & Accounting
CPFP - Certified Professional of Financial Planner
D
Dr. José Prabhu J
6/28/2025
·
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
Get Coupon on Udemy
Get on Udemy
GET THIS COUPON
Join our Telegram Channel 🎉
Join our Telegram Channel and never miss any Udemy coupon again!
🎯 Recently Posted
View all
about 1 hour ago
J
Practice exams for the DevNet Associate Exam v1.1 (200-901)
about 2 hours ago
D
Dr. José Prabhu J
Master course in Audit Administration 2.0
about 2 hours ago
M
MTF Institute of Management, Technology and Finance
Professional Certificate in Regulatory Compliance
about 2 hours ago
D
Dr. José Prabhu J
B2B Sales Empowerment and Enablement 3.0
about 2 hours ago
J
Practice exams for the CompTIA CASP+ (CAS-004)
about 3 hours ago
R
Roberto Herrera
Practice exams for the CCNA CyberOps Associate 200-201 v1.1
about 3 hours ago
J
Practice exams for the CySA+ CS0-003 certification
about 3 hours ago
P
PROPER DOT INSTITUTE
Javascript Practicals Crash Course
Join our newsletter and get coupon codes directly to your inbox 🎉