CFP Training Courses and Workshops
School(s) providing training of Certified Financial Planner Exam

RETIREMENT PLANNING AND EMPLOYEE BENEFITS (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy [>>]
Training Center(s)/Venue(s): Mumbai, India

This module emphasizes on the process of wealth creation and the retirement planning strategies for individuals. It broadly covers: Retirement need analysis techniques Development of retirement plans Various retirement schemes such as: Employees Provident Fund (EPF) Public Provident Fund (PPF) Superannuation Fund Gratuity Other Pension Plans Post-retirement counseling ......

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This module exhaustively covers the knowledge requirements relating to: Risk management and insurance decisions in personal financial planning. Identifying client’s exposure to mortality, heath, disability, property, liability, and long-term care risk is emphasized. Selecting the apt risk management technique Various Insurance Policies and Strategies: General Insurance Life Insura......

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This module serves as an introduction to financial planning broadly covering the following: The six-step process financial planning Client interactions Code of Ethics Time value of money applications Personal financial statements Cash flows and debt management Asset acquisition Education planning Overview of risk management investment planning & retirement planning Special c......

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FINANCIAL PLANNING ACADEMY (FPA)...

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Financial planning requires a professional understanding of the customer’s overall financial situation and opportunities. It also requires knowledge of tax law and other legal aspects, which have an impact on the customer’s financial situation. The 1st part of the programme presents and examines relevant methods and models for analysing customer relations within the financial sector. Lines ......

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The University of Calgary and ADVOCIS (www.advocis.ca and www.advociscalgary.ca) have partnered to offer an education program approved by the Financial Planners Standards Council (FPSC). Upon completion of the approved education program you qualify to write the Certified Financial Plannerâ„?(CFPâ„? Examination, set and administered by FPSC. All licensing of the designation is through FPSC. Adv......

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This one-semester Financial Planning and Management for Nonprofit Organizations Certificate was designed to help board members, nonprofit staff, accountants, and attorneys better understand and meet the unique challenges of financial planning and management for nonprofit organizations. This comprehensive program takes you from the nuts and bolts of how a nonprofit is established, to an explorat......

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The Certified Financial Planner credential was introduced in 1972 and is the most widely recognised financial planning certification in the world. Our MSc in Financial Planning graduates are exempted from 5 out of the 6 modules of the CFP professional examination. As our MSc graduates need only to take the final module of the Certified Financial Planner (CFP) Certification examination conducted......

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Introduction to derivatives International Commodity Exchanges Commodity Futures in India and its regulations MCX and Commodities at MCX Commodity Futures Trading Strategies using commodity futures Introduction to options Trading strategies using options on commodity futures Commodity futures trading at MCX Taxation Issues ...

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Market index Introduction to futures and options Pricing futures Using index futures Using stock futures Pricing options Using index options Using stock options Trading Clearing and settlement Regulatory framework ...

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