Investment Planning - CFP Certification

Online Course

Udemy
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Investment Planning – CFP Certification
  1. What is the course about?
  2. Prerequisites & Facts
  3. Cost, Certificate & Degree
  4. Reviews & Experiences

What is the course about?

Investment Planning – CFP Certification
The course Investment Planning – CFP Certification is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Module- CFP

Course description
  • Investment Planning – CFP Certification
  • 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
  • A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
  • 7 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • International College of Financial Planning
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Prerequisites & Facts

Investment Planning – CFP Certification

Course Topic

Alexa Development, Development, Development Tools

University, College, Institution

Udemy

Course Skill Level

see course summary

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

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Degree & Cost

Investment Planning – CFP Certification

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Udemy
Investment Planning – CFP Certification
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School: Udemy
Topic: Investing, Teacher Training, Teaching & Academics

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