CPFP - Certified Professional of Financial Planner
- 4.3
- (49+ reviews)
- Created by Dr. José Prabhu J
- Language: English
Description
The Certified Professional Financial Planner (CPFP) course offers a comprehensive curriculum designed to equip financial planning professionals with the knowledge and skills necessary for excellence in their field. Spanning ten modules, the course begins with an introduction to financial planning fundamentals and professional ethics, setting the stage for more advanced topics. Participants will delve into key areas such as financial management, risk assessment, investment planning, retirement and estate planning, and tax strategies. Each module builds on the last, ensuring a thorough understanding of how to create and manage detailed financial plans that address various client needs and financial scenarios.
As the course progresses, learners will explore more specialized topics including behavioral finance and advanced financial planning techniques. The curriculum emphasizes practical application, with a focus on real-world scenarios and strategies for managing complex financial situations. By the end of the course, participants will be adept at analyzing and integrating various financial components to develop comprehensive plans, ultimately enhancing their ability to serve clients effectively and navigate the complexities of modern financial planning.
In this master course, I would like to teach the 10 major topics and 1 Practice test !
Module 1: Introduction to Financial Planning
Module 2: Financial Management
Module 3: Risk Management and Insurance
Module 4: Investment Planning
Module 5: Retirement Planning
Module 6: Tax Planning
Module 7: Estate Planning
Module 8: Education Planning
Module 9: Behavioral Finance
Module 10: Advanced Financial Planning
&
practice test
Enroll now and learn today !
Course Info
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Frequently Asked Questions
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