Udemy MOOC / Non-credit 0

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.

48/100

CourseAsk score

What the provider tells you: 24/45
Who stands behind it: 8/35
How complete the listing is: 16/20

Scores how much the provider publishes and who stands behind it — not how well it is taught.

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

Financial Analysis #financial planning #debt management #cash flow management #financial management #regulatory environment #client interactions #financial mathematics #personal financial statements #asset acquisition #FPSB Code of Ethics

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List price $49.99. Udemy runs frequent sales, so the checkout price is usually far lower. We do not receive the live sale price, so we do not guess it — open the course to see today's.

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