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CFP:01 – The Fundamentals

Home Courses CFP:01 – The Fundamentals

Course Overview

In this module on "Financial Planning & Analysis" series, learn about fundamental concepts in Financial Planning and basic concepts

9
6 - 12 hours 8h 04m | 64 Videos | 73784 Views | Appropriate for all  All Levels| English[Auto-generated]
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Financial Planning & Analysis (Module #1) – The Fundamentals:

About Investment Planning Course:

  • This course is specially designed for all the aspirants who want to learn about fundamental concepts in Investment Planning.
  • This is a basic module of Introduction to Financial Planning to understand all the basic concepts of this course.
  • All the concepts in this course are covered in detail for the better understanding of the participants.

Some of the concepts that you will learn through this course are:

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  • Banking and Bank Accounts
  • Valuation of Assets and Declaration of Net Asset Value
  • Other Short Term Debt Funds
  • Fund of Funds
  • Mutual Fund Documentation

What are the requirements?

  • A PC with internet
  • Knowledge of Basic Finance terms

What am I going to get from this course?

  • You will learn all about the major financial concepts, tools and techniques to help make better informed personal financial decisions.
  • You will get insights to the management of your financial resources to achieve your desired lifestyle or retirement plan.
  • Investment planning topics that form the foundations of the career of any financial services professional.

What is the target audience?

  • Financial Planners
  • Finance Majors
  • Professionals in Finance domain

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Curriculum

1. Introduction

  • 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
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