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CFP:02 – Investment Planning

Home Courses CFP:02 – Investment Planning

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 13m | 59 Videos | 78786 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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Curriculum

1. 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
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