Finance & Accounting

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
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