Introduction to Financial Planning - CFP Certification
About this course
This module would serve as an Introduction to Financial Planning. The module wouldcover in detail the Financial Planner Competency Profile, the six step process whichincludes Financial Planning process, client interactions, general principles of financialmanagement, financial mathematics, personal financial statements, cash flow anddebt management, asset acquisition, FPSB India’s Code of Ethics and ProfessionalResponsibility and Model Rules of Conduct, and the regulatory environment relatedto the Financial Planning domain.
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What you'll learn
- understand the financial planner competency profile
- comprehend the six-step financial planning process
- navigate client interactions effectively
- apply principles of financial management
- interpret personal financial statements
- manage cash flow and debt
- oversee asset acquisition
- recognize the FPSB India's Code of Ethics and Professional Responsibility
- understand the regulatory environment related to financial planning
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