Investment Planning - CFP Certification
Module- CFP
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What You'll Learn in This Course
Master key concepts and practical skills through structured learning modules. By completing this curriculum, you'll gain valuable expertise applicable to real-world scenarios.
Learning Outcome 1
Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
Learning Outcome 2
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
Learning Outcome 3
Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
Learning Outcome 4
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
Learning Outcome 5
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
Skills You'll Develop
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.
Course Requirements & Target Audience
Understand what you need to succeed in this course and determine if it's the right fit for your learning goals
Prerequisites & Requirements
What you need before starting this Investment Planning - CFP Certification course:
- A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
Who This Course Is For
This course is perfect for:
- Motivated learners at any level
- Self-paced students
- Anyone interested in the subject
This course might not be suitable if:
- • You're looking for a quick tutorial rather than comprehensive learning
- • You prefer learning without structured curriculum
- • You need highly specialized or niche content
Course Information & Details
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
Start Your Learning Journey Today
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.
Course Enrollment
Professional Course
Investment around $54.99
Pricing may vary. Check the course provider for current promotions and exact pricing.
What's Included
- 7 hours on-demand video
- Access on mobile and TV
- Certificate of Completion
- Full lifetime access
Affiliate disclosure: if you enroll through links on this page, the course provider may pay us a commission. This comes at no extra cost to you and does not influence how we describe courses.
- ✓Instant access after enrollment
- ✓Learn at your own pace
- ✓Direct enrollment with Udemy
Where this course fits
Wider context: the fields we cover, the glossary and certification exams, all written by us rather than pulled from a provider feed.