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Home Courses CFP:02 – Investment Planning
Home Courses CFP:02 – Investment Planning

CFP:02 - Investment Planning

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4.7 (82176 ratings)

* One-Time Payment & Get One-Year Access

Offer ends in:

What you'll get

  • 7h 21m
  • 59 Videos
  • Course Level - Beginner| English[Auto-generated]
  • Course Completion Certificates
  • One-Year Access
  • Mobile App Access

Curriculum:

    About Investment Planning Course:

    • This course is specially designed for all the aspirants who want to learn about Investment Planning in detail. .
    • We have also provided you with a basic module of Introduction to Financial Planning to understand all the basic concepts of this course.
    • This course has the full curriculum of Investment planning module of certified Financial Planner certification.
    • 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

    * One-Time Payment & Get One-Year Access

    Offer ends in:

    Training 5 or more people?

    Get your team access to 5,000+ top courses, learning paths, mock tests anytime, anywhere.

    Drop an email at: [email protected]

    Course Overview

    We bring you this wonderful course on Investment Planning. This detailed course will help you understand all the important concepts and topics of Investment Planning.

    65
    6 - 12 hours 7h 21m | 59 Videos | 82176 Views | Beginner  Beginner| English[Auto-generated]
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    About Investment Planning Course:

    • This course is specially designed for all the aspirants who want to learn about Investment Planning in detail. .
    • We have also provided you with a basic module of Introduction to Financial Planning to understand all the basic concepts of this course.
    • This course has the full curriculum of Investment planning module of certified Financial Planner certification.
    • 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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