CFP:01 - The Fundamentals

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

 8h 52m | 64 Videos | 15824 Views |   All Levels

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:

• 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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