EDUCBA Logo

EDUCBA

MENUMENU
  • Explore
    • EDUCBA Pro
    • PRO Bundles
    • Featured Skills
    • New & Trending
    • Fresh Entries
    • Finance
    • Data Science
    • Programming and Dev
    • Excel
    • Marketing
    • HR
    • PDP
    • VFX and Design
    • Project Management
    • Exam Prep
    • All Courses
  • Blog
  • Enterprise
  • Free Courses
  • Log in
  • Sign Up

Financial Planning – Comprehensive Course

Home Courses FINANCE Financial Planning – Comprehensive Course

Course Overview

This wonderful course is a Prep course for all those who wishes to appear for the Certified Financial Planner Certification. Each and every module in this course is example based to help you grasp all the concepts immediately.

99
12 hours + 38h 6m | 307 Videos | 80176 Views | Intermediate  Intermediate| English[Auto-generated]
trigger text
hidden content

Financial planning is a very important and crucial step that must be executed with precision in order to avoid complication in the near future as finance is the bloodline of a business. To do this job accurately an organization hires a financial planner who is aware of every aspect of this segment. The planner must have a Certified Financial Planner (CFP) certification to mark the prowess he or she has in this particular field.

About Certified Financial Planner certification

To receive this certification, a financial professional must go through an examination process in order to test his or her skills. There are 4 segments of criteria that an aspirant must meet in order to fulfil the credibility to appear for the exam. This exam is conferred by Certified Financial Planner Board of Standards (CFP Board, USA) and Financial Planning Standards Board (FPSB, outside USA). Once the criteria match and the candidate passes the exam, he or she receives the CFP certification and becomes recognized as a professional financial planner.

Watch our Demo Courses and Videos

Valuation, Hadoop, Excel, Mobile Apps, Web Development & many more.

CFP certification criteria

The grounds that have to be covered to become a certified CFP professional are commonly known as 4 E criteria.

  1. Education

An aspirant must become eligible by covering the academic curriculum by going through the 5 module of certification program via an authorized partner imparting education. After the education he or she must pass the hurdles of 4 exams. On the other hand the candidates who have vast experience and qualification in the respective field need not to go through the curriculum and can directly appear for the exams via Challenge Status Pathway. This criterion is very important as the service seeker will be assured that the planner has a good perspective in the field.

  1. Examination

This part of the criteria is based on the Module VI of the curriculum that refers to the knowledge of Advanced Financial Planning. This is the phase which certifies a candidate that he or she can correlate the acquired knowledge with the real life situations and come up with the solutions. This stringent exam puts a label of capability and competency of practicing financial planning on an aspirant.

  1. Experience

This part of the criteria determines the standard of experience a candidate has in this particular field of Personal Financial Planning. Those aspirants, who are going through the regular pathway, can reach the experience level before or after passing the exam. But in case of the challenge mode of curriculum, the aspirant must have to match the experience criteria before appearing the exam. This criterion is specifically cooked to assure the public that the financial planner has a good exposure to the counselling part of the financial planning.

  1. Ethics

After matching the above 3 E criteria for the certification the candidate must abide to the code of conduct and ethics set by the regulatory and governing authorities. This code of ethics comprises of the following:

  • Professional code of conduct
  • Standards of practice
  • Disciplinary codes and standard procedures

The planner must follow the rules and adhere to it throughout the entire career in order to build trust and build long term relationships with the clients. This is the part where the aspirant is taught how to build relationship and gain confidence of the clients in this particular profession.

  1. Continuous Education (CE)

The above 4 E criteria when matched and certification process is completed successfully, the financial planner must fulfil the last requirement of Complete Education (CE). Financial sector is a dynamic world where the rules and regulations are changed or upgraded every now and then. The planner needs to stay updated with the contemporary scenario of the finance strategies and plans as fixated by the regulatory bodies. These new trends and structures tend to affect the plans clients want to work out and the financial planner must guide them properly.

About the CFP Exam training

The complex curriculum and stringent exams make the accomplishment tough for the aspirants. That is why it is always a smart choice to go through a specific training program that will methodically guide him or her throughout the curriculum and impart specific knowledge required to fulfil the criteria.

The online training is the best module one can follow as it imparts flexibility and lifetime access to the training lectures and materials. The online training course is divided into specific sections for better understanding of the candidate. The sections are mentioned below:

  • Section 1

The first prime section deals with the basic concepts of money and finance. It is just an introductory segment that makes the student aware of the preliminary concept needed to enter the comprehensive curriculum.

  • Section 2

The second section deals with the basics of finance and banking terms. It imparts knowledge about the types of accounts, cheques and other basic concept of banking.

  • Section 3

The third section elaborately defines the terms related o cash flow, budgeting, insurance, debt and risk management. The student needs to know this concept accurately in order to prepare a proper base in the finance subject. This particular segment deals with the concept of assets and liabilities, their advantages and disadvantages extensively.

The candidate will come to know more about savings and expenditure, mutual funds and taxations, salary and retirement planning, which he or she can apply while figuring out the perfect plan as per the requirements of the client.

In order to evaluate the values and execute the proper financial plan, the student will learn about basic MS Excel functions. This basic knowledge about Excel will enable to explain the present and future values, amortization and annuities aptly to the client.

  • Section 4

The fourth segment deals with the security market and the products available. The learner will earn in-depth knowledge about mutual funds, short term debt funds and other products. This segment also deals with accounting, valuation, taxation and risk analysis associated with the financial products.

  • Section 5

After completing four sections, the fifth section will teach about the life insurance, medical insurance and pension schemes in details. Other than imparting theoretical knowledge the segment will also supply questions to execute and implement the concepts learned by the aspirant.

The questions are set as per the curriculum and genre followed by the regulatory authorities of CFP exams. It will impart a good exposure to the exam mode and the learner can prepare likewise.

  • Section 6

The sixth section is totally dedicated to retirement planning and insurance. The candidate will learn vividly about the retirement plans and provident fund schemes so that he or she can explain it to the clients properly for a robust future financial plan.

  • Section 6

Section 6 deals extensively with the concepts of taxation, retirement, pension and estate planning. It also describes the concept of cost of acquisition, capital gains, equity savings, VRS compensation, profit and gain from profession and business, etc.

This segment basically takes the learner to the advanced level of taxation and financial planning for clients who are either in a profession or business. The section also has problems with solutions related to the particular field for better understanding of the aspirant about the handling the cases and execution of plans.

CFP certification benefits

  1. Add another skill in your capabilities and enhance the career prospects. The financial magnets are looking for professional who are certificated and can handle the clients aptly. This certification will be the gateway to your journey to the top.
  2. It is considered to be a global benchmark in the financial planning sector. Appearing and succeeding in the respective exam will impart a great satisfaction of achieving a milestone of high standard in the society.
  3. Enhance your resume and communicate likewise with the financial corporate. The certification will multiply the opportunities coming your way and raise the standard. You can expect a good hike in your salary too.
  4. The certification is recognised in 24 countries, which means your door to the jobs abroad is quite open.
  5. The certificate demonstrates trust. Build good and long term relationship with the clients and get referrals too.

Prerequisites of the Exam

As mentioned in the requirement section, the prerequisites must be met so that the candidate can enjoy the eligibility to appear for the exam and can become a certified professional.

Requirements for the training

The online training does not need anything other than a computer with a good internet connection. Other than this, it is better that the candidate has a prior basic knowledge about the financial terms which he or she will encounter at the time of training.

Target audience of the course

The target audience of this course ranges from experience financial planners to the aspirants from financial backgrounds. In fact it can be pursued by the management students who are having finance as their major subject.

Frequently asked questions

  1. What are the things this online course is offering?

This course will offer vivid knowledge about the financial concepts a future financial planner needs to know to go through the exams. Besides the concept, he or she will learn more about the tools and techniques followed to make a proper plan and take decisions. The insights of management of financial resources and retirement plans will also benefit the learner too. The lectures and examples will help the learner to get a clear view of the concepts and execution.

  1. Will the certificate help my career?

The certification will boost your career and your remuneration will increase to the industry standards. Once recognized as a certified financial planner, opportunities will flock in and you can become a part of a reputed financial organization.

  1. Is this training necessary?

The eligibility criteria and the stringent exam make the certification tough to pursue. That is why very few people hold this recognition. To make yourself identifiable among the crowd you need this guidance in order to become competent enough to perform the best. By going through the methodical way of imparting knowledge, you can easily cross the exam barrier and become a reputed financial planner.

Testimonials

Allen Parker

The online training is a fabulous way to grow a proper insight about the exams. The apt division of sections and lectures make it very easy to understand and inculcate the concepts. If someone wants to be a certified professional the training is mandatory to gain success in the first attempt.

Jeet Sethi

My days of financial planning were going quite good. After going through the online training I found myself enlightened enough to appear for the critical exams. Being a certified professional is like getting identified in the flock. Opportunities rolled down in my way. And as a successful financial planner with good experience I am thinking of a venture of my own as an entrepreneur. Thanks to the online course that paved the way towards my success.

Apurba Gupta

Being a management student is not a special case these days. You can see management aspirants everywhere. To become special you need to do something different and for finance majors what can be better than CFP certification. The certification can only be earned if you are capable enough to sit for the crucial exams. This is why I availed the online training program and earned knowledge in a methodical way. My investment of time and other resources paid well. Now I am a certified CFP professional. I am getting offers from companies around the globe. Kudos to the online program!

Rajesh Chauhan

Being a busy person myself, I was not sure whether I can go through the curriculum or not. But the online training program made it so easy for me. The entire curriculum is well segregated into sections and the training schedule was flexible. It did not hampered with my time of work and got to learn the concepts properly. The lectures are well designed and simple. The entire course is very sophisticatedly designed by apt professional who have good experience and knowledge in this particular field. I would like to suggest this course for aspirants like me to get the certification.

Where do our learners come from?
Professionals from around the world have benefited from eduCBA’s Certified Financial Planner Training Courses. Some of the top places that our learners come from include New York, Dubai, San Francisco, Bay Area, New Jersey, Houston, Seattle, Toronto, London, Berlin, UAE, Chicago, UK, Hong Kong, Singapore, Australia, New Zealand, India, Bangalore, New Delhi, Mumbai, Pune, Kolkata, Hyderabad and Gurgaon among many.

Back to top ▴

View Offline

View courses without internet connection with a Lifetime Membership
View courses without internet connection with a Lifetime Membership

View Offline - Internet-free viewing with your iOS or Android App

Watch offline with your iOS/Android app.

Start Your Free Trial Now

You can download courses from your iOS/Android App.

Primary Sidebar

Merger Modeling - Comcast Corp and Time Warner Inc.

Curriculum

1. Introduction

  •  Reference
  • Introduction to Money Concepts
  • Introduction to Money Concepts continued

2. Banking and Bank Accounts

  • Basics of Banking and Types of Accounts
  • What is a Cheque

3. Important concepts

  • Details of cheque, DD and ATM
  • Details of Credit Card
  • Details of Internet Banking
  • Introduction to Financial Planning
  • Power of Compounding
  • Inflation
  • Time Value of Money
  • Cash Flow & Budgeting
  • Cash Flow & Budgeting continued
  • Debt management
  • Introduction to Risk in Insurance Planning
  • Comprehensive Insurance Planning
  • Comprehensive Insurance Planning continued
  • Breakup of Insurance Premium
  • Writing of Financial Goals
  • Concepts of Shares explained
  • Asset Allocation
  • Asset Allocation continued
  • Mutual Funds and its advantages
  • Types of Mutual Fund
  • Real Estate and Cash Investments
  • Understanding Small Saving Schemes
  • Understanding Small Saving Schemes continued
  • Debt Mutual Funds - types and features
  • Basics of Taxation
  • Components of Salary and Income from House Property
  • Categories apart from Salary and Income from House Property
  • Tax Collection
  • Retirement Planning
  • Retirement Planning - Need in India
  • Estate Planning
  • Concept of Will
  • Estate Planning tools in detail
  • Concept of Mortgage
  • Ways of taking title to Property
  • Behavioural Finance
  • Time Value of Money explained
  • Annuity
  • Nominal, Periodic and Effective Annual Return
  • Amortization Concept
  • Practical examples on Amortisation Concept
  • Excel Functions to explain Future Value
  • Excel Functions to explain Future Value continued
  • Excel Functions to explain Present Value
  • Excel Functions to explain Annuities
  • Excel Functions to explain Perpetuity
  • Excel Functions to explain Amortization
  • Revision of Time Value of Money concepts
  • Revision of Time Value of Money concepts continued
  • More revision on Time Value of money
  • Capital Revenue Expenses
  • Balance Sheet Asset Side
  • Balance Sheet Liability Side
  • Valuation of Assets and Ratio Analysis
  • Overview of Financial Planning
  • Risk Analyser Part 1
  • Risk Analyser Part 2
  • Practical Issues
  • Practical Asset allocation
  • Practical Asset allocation continued

4. Investment Planning

  • Security Market and Products- Mutual Funds
  • Product Classification
  • Valuation of Assets and Declaration of Net Asset Value
  • Other Short Term Debt Funds
  • Fund of Funds
  • Mutual Fund Documentation
  • Risk Measures
  • Mutual Fund offer Document
  • Contents of Kim
  • How to Invest In Mutual Funds
  • Calculation of Returns
  • Breakdown of Risk
  • Sebi Changes Affecting Asset Management
  • Infrastructure Debt Funds
  • Reforms in NFO and Load
  • Kyc, Pan and Payment Instructions
  • Know Your Distributor (Kyd) Norms
  • Concept of Asba
  • Sebi Changes Affecting Investor Empowerment
  • Quantification of Risk
  • Standard Deviation
  • Ratios to Calculate Returns
  • Internal Risk Measurement For Debt Funds
  • Benchmark Returns
  • Various Means of Raising Capital Part 1
  • Various Means of Raising Capital Part 2
  • Basics of Risk and Return
  • Capital Asset Pricing Module Part 1
  • Capital Asset Pricing Module Part 2
  • Theory Question Investment Part 1
  • Theory Question Investment Part 2
  • Introduction to Derivatives
  • Operations of Derivatives
  • Security Valuation Theory
  • Economic Indicators Theory
  • Fundamental Analysis Theory
  • Technical Analysis Theory Part 1
  • Technical Analysis Theory Part 2
  • Basics of Market Theory
  • Exchanges and Index Theory
  • Financial Statements Theory
  • Financial Ratios Theory
  • Technical Analysis Indicators Theory
  • Fundamentals of Mutual Funds Theory
  • Investment Policy Theory
  • Offer Document Theory
  • Investment Service Theory
  • Mutual Funds Risk Theory
  • Financial Planning Strategy Theory
  • Fund Constituent Theory
  • Mutual Funds Performance Theory
  • Mutual Funds Accounting, Valuation and Taxation Theory Part 1
  • Mutual Funds Accounting, Valuation and Taxation Theory Part 2
  • Problems on Valuation of Stocks Part 1
  • Problems on Valuation of Stocks Part 2
  • Problems on Bond Valuation Part 1
  • Problems on Bond Valuation Part 2
  • Problems on Weighted Average Cost of Capital Part 1
  • Problems on Weighted Average Cost of Capital Part 2

5. Risk Analysis and Insurance Planning

  • Details of Medical Insurance
  • Risk and Liability
  • New Pension Scheme Introduction
  • New Pension Scheme Details
  • Theory Question Part 1
  • Theory Question Part 2
  • Theory Question Part 3
  • Theory Question Part 4
  • Theory Question Part 5
  • Theory Question Part 6
  • Theory Question Part 7
  • Theory Question Part 8
  • Theory Question Part 9
  • Insurance Problem Part 1
  • Insurance Problem Part 2
  • Insurance Problem Part 3
  • Insurance Problem Part 4
  • Insurance Problem Part 5
  • Principles of Insurance
  • Life Insurance - History and Evolution
  • Risk Management Techniques
  • Key Term Part 1
  • Key Term Part 2
  • Key Term Part 3
  • Key Term Part 4
  • What Life Insurance Involves
  • Legal Principles of Life Insurance
  • Insurable Interest and Proximate Course
  • Question and Answer
  • Financial Planing
  • Insurance Planing Part 1
  • Insurance Planing Part 2
  • Insurance Planing Part 3
  • Life Insurance Products Part 1
  • Life Insurance Products Part 2
  • Life Insurance Products Question and Answer
  • Fund Choice
  • Unit Linked Insurance Plans Explained with Multiple Choice Question
  • Health Insurance Explained with Multiple Choice Question
  • Important Insurance Terms Explained with Multiple Choice Question
  • Disability Insurance Explained with Multiple Choice Question
  • Underwriting Concept and Methodology Explained
  • The Concept of Rate Making and Methods Used
  • The Concept of Rate Making for Decision Making Purposes
  • Multiple Choice Question on Underwriting and Rate Making
  • The Concept of Pension and Annuity Explained
  • Common Pension Terms Explained
  • Multiple Choice Question on Pension and Annuity
  • Life Insurance Selection Process
  • Multiple Choice Question on Pricing and Valuation in Life Insurance Part 1
  • Multiple Choice Question on Pricing and Valuation in Life Insurance Part 2
  • Application of Life Insurance
  • Claim and Regulation
  • Grievance Redressal
  • Life Insurance Selling

6. Retirement Planning and Employee Benefits

  • Recapitulation of Time Value of Money Concepts
  • Retirement Corpus Calculator
  • Mutual Funds for Retirement
  • What is Retirement Planning
  • Obstacles in Retirement Planning Part 1
  • Obstacles in Retirement Planning Part 2
  • Wealth Creation Process
  • Retirement Benefit Plan
  • Defined Benefit Plan Types
  • Retrenchment Compensation
  • Defined Contribution Plan Types
  • Provident Fund
  • Employees Deposit Linked Insurance Schemes
  • Retirement Benefit Plan Superannuation
  • Group Life and Health Insurance
  • Retirement Planning Strategy

7. Taxation Planning and Estate Planning

  • Taxation Basics
  • Mode of set off Carry Forward
  • Carry Forward and set off Business Losses
  • Estimating Retirement Expenses
  • Retirement Income Streams
  • Pension Sector Reforms
  • Need for Pension Reforms
  • The Reform Process
  • Concept of Estate Planing
  • Power of Attorney
  • Estate Planing Part 1
  • Estate Planing Part 2
  • Taxation Saving Section Part 1
  • Taxation Saving Section Part 2
  • Life Insurance
  • Tuition Fee
  • Medical Insurance
  • Rajiv Gandhi Equity Saving Scheme
  • Donation to Political Parties
  • Tax on Capital Gains
  • When Agriculture Land Part 1
  • When Agriculture Land Part 2
  • Computation of STCG
  • Computation of LTCG
  • Cost of Acquisition Part 1
  • Cost of Acquisition Part 2
  • Income from House Property
  • House Property
  • Net Annual Value
  • House Property which is Part of the Year Let
  • Income from Salary
  • Allowances
  • Perquisites
  • Valuation of Perquisites
  • Taxation Theory in detail
  • Compensation on V.R.S.
  • Leave Encasement
  • Income from Other Sources
  • Amount not Deductible
  • Profits and Gains from Business and Profession Part 1
  • Profits and Gains from Business and Profession Part 2
  • Proportionate Depreciation Part 1
  • Proportionate Depreciation Part 2
  • Expenditure on Scientific Research
  • Expenditure on Specified Business Part 1
  • Expenditure on Specified Business Part 2
  • Special Reserve
  • Learning Objective Part 1
  • Learning Objective Part 2
  • Learning Objective Part 3
  • Learning Objective Part 4
  • Specified Business
  • Business Re Organisation
  • Tax Planing, Tax Evasion and Tax Avoidance
  • Provisions of Law
  • Short Term and Long Term
  • Areas of Tax Planing
  • Retrospective Legislation
  • The Scope of Definitions of those Term
  • Company
  • Income Includes
  • Fring Benefits
  • Agricultural Income
  • Advance Tax Part 1
  • Advance Tax Part 2
  • Taxability of non-resident under the Income Tax
  • Relevent Income Tax Rules
  • Tax Rate
  • List of Benefits Available to Salaried Persons Part 1
  • List of Benefits Available to Salaried Persons Part 2
  • List of Benefits Available to Salaried Persons Part 3
  • Comprehensive Child Planner
  • Retirement Planner
  • Recurring Goal
  • Instruction and Note
  • Assumptions, Personal Details, Income and Expenses Part 1
  • Assumptions, Personal Details, Income and Expenses Part 2
  • Assets, Investment Assets and Liabilities
  • Insurance, Goals, Asset Allocation for Goals
  • Retirement Planning Problem Solved
  • Insurance Need Analysis, Saving for goals, Goal wise Fund Allocation
  • Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 1
  • Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 2
  • Goal 2 Excel Sheet Problems Solved with Cell wise Formula

8. Question and Answer

  • Case Study of Roger and Family
  • Roger Financial Goals
  • Roger Assets and Liabilities Explained
  • Roger Assets and Liabilities Explained Continue
  • Roger Returns on Various Asset Classes Explained
  • Roger Case Study till third Ques
  • Roger Case Study till third Ques and Ans
  • Roger Case Study till third Ques and Ans Continue
  • Roger Case Study till fifth Ques and Ans
  • Roger Case Study till fifth Ques and Ans Continue
  • Roger Case Study till sixth Ques
  • Roger Case Study till sixth Ans
  • Roger Case Study till sixth Ans Continue
  • Roger Case Study seventh Ques and Ans
  • Roger Case Study seventh Ques and Ans Continue
  • Roger Case Study eight Ques and Ans
  • Roger Case Study eight Ques and Ans Continue
  • Roger Case Study till tenth Ques and Ans
  • Roger Case Study eleventh Ques and Ans
  • Roger Case Study twelve Ques and Ans
  • Roger Case Study till fifteen Ques and Ans
  • Urvashi Case Study Introduction
  • Urvashi Case Study Data
  • Urvashi till Fifth Answer
  • Urvashi till Eight Answer
  • Urvashi till Eight Answer Continue
  • Urvashi till Twelve answer
  • Urvashi till Twelve answer Continue
  • Urvashi till Fifteen Answer
X

Loading the player...

Related Job Oriented Programs

Footer

Follow us!
  • EDUCBA FacebookEDUCBA TwitterEDUCBA LinkedINEDUCBA Instagram
  • EDUCBA YoutubeEDUCBA CourseraEDUCBA Udemy
APPS
EDUCBA Android AppEDUCBA iOS App
Company
  • About us
  • Alumni Speak
  • Contact Us
  • Log in
  • Sign up
Work with us
  • Careers
  • Become an Instructor
EDUCBA for Enterprise
  • Enterprise Solutions
  • Explore Programs
  • Free Courses
  • Free Tutorials
  • EDUCBA at Coursera
  • EDUCBA at Udemy
Resources
  • Blog
  • Self-Paced Training
  • ExamTurf
  • Verifiable Certificate
  • Popular Skills Catalogue
  • Exam Prep Catalogue
Popular Categories
  • Lifetime Membership
  • All in One Bundles
  • Featured Skills
  • New & Trending
  • Fresh Entries
  • Finance
  • Data Science
  • Programming and Dev
  • Excel
  • Marketing
  • HR
  • PDP
  • VFX and Design
  • Project Management
  • Exam Prep
  • Learning Paths @ $49
  • All Courses
  • Terms & Conditions
  • Disclaimer
  • Privacy Policy & Cookie Policy
  • Shipping Policy

ISO 10004:2018 & ISO 9001:2015 Certified

© 2025 - EDUCBA. ALL RIGHTS RESERVED. THE CERTIFICATION NAMES ARE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you

Let’s Get Started

By signing up, you agree to our Terms of Use and Privacy Policy.

Let’s Get Started

By signing up, you agree to our Terms of Use and Privacy Policy.

EDUCBA Login

Forgot Password?

🚀 Limited Time Offer! - 🎁 ENROLL NOW