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