Module- CFP
Master key concepts and practical skills through structured learning modules. By completing this curriculum, you'll gain valuable expertise applicable to real-world scenarios.
Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals
This comprehensive Investment Planning - CFP Certification curriculum is designed to take you from foundational concepts to advanced implementation. Each module builds upon the previous, ensuring a structured learning path that maximizes knowledge retention and practical application.
Understand what you need to succeed in this course and determine if it's the right fit for your learning goals
What you need before starting this Investment Planning - CFP Certification course:
This course is perfect for:
Everything you need to know about this online course, from duration to certification
Course Instructor
International College of Financial Planning
Expert instructor with industry experience
Course Language
English
All materials in English
This online course offers comprehensive training with expert instruction, practical exercises, and a certificate of completion. Join thousands of students advancing their careers through quality online education.
View Current Pricing
Check provider for latest offers
Pricing may vary. Check the course provider for current promotions and exact pricing.
Investment Planning - CFP Certification isn't for you? Don't worry, explore these courses and advance your skills or learn something totally new.
