CFP Training Courses and Workshops
School(s) providing training of Certified Financial Planner Exam
Total 104 training courses available around the world.
United States - United Kingdom - Canada - Australia - India
AMFI-MUTUAL FUND (Advisory)
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd. [>>]
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, India The Concept and Role of Mutual Funds
Fund Structure and Constituents
Legal and Regulatory Environment
The Offer Document
Fund Distribution and Sales Practices
Accounting, Valuation and Taxation
Investor Services
Investment Management
Measuring and Evaluating Fund Performance
...
Course description>>
Capital Market (Dealers)
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaTrading
Clearing and Settlement
Trading Membership
Legal Framework
Fundamental Valuation Concepts
...
Course description>>
SECURITIES MARKET
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaSecurities Market in India �an Overview
Primary Market
Secondary Market
Government Securities Market
Derivatives Market
Regulatory Framework
Mathematics and Statistics 8. Corporate Finance
...
Course description>>
Financial Plan Construction
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaFinancial Planning Process
Establishing client- planner relationships
Gathering client data and determining goals and expectations
Determining the client’s financial status by analyzing and evaluating the client’s information
Analyze Client Objectives, Needs and Financial Situation
Developing and presenting the financial plan
Implementing the financial plan
Monitoring th......
Course description>>
Tax Planning and Estate Planning
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaFundamentals
Basics of tax planning
Residential status
Computation of total income and taxability
Tax benefits
Payment of tax
Procedure of assessment
Tax entities - formation, tax incidence, exemptions, deductions, transferring (including wills and estates)
Property documentation and disposition
Tax implication of marriage dissolution
Applying the knowledge above to give tax......
Course description>>
Investment Planning
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaIntroduction to Investment Planning
How investment planning is different from selling investment products
Investment risk
Measuring risk
Managing risk
Returns
Investment portfolio
Investment vehicles
Small savings
Fixed income instruments
Insurance-based investments
Mutual funds
Equity shares
Derivatives
Real estate
Other investments
Investment strategies
Activ......
Course description>>
Retirement Planning & Employee Benefits
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaIntroduction to Retirement Planning
Issues in retirement planning
Wealth Creation
Ethical considerations in retirement planning and employee benefits
Income sources
Retirement Benefits
Types of retirement plans
Defined benefit plans
Defined contribution plans
Superannuation and other retirement plans
Group life and health insurance (basic provisions, tax implications, deduct......
Course description>>
Risk Management and Insurance Planning
Course Format: Classroom
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaRisk Management
Introduction to Risk Management
Insurance and Risk
Risk Management Process
Insurance Concepts
Legal principles in insurance
The Insurance contract
Legal Liability
Insurance Policies and Strategies
Identification of life, medical, householders, auto and other property and liability risk exposures
Personal property and liability insurance
Life insurance nee......
Course description>>
Certified Financial Planner (CFP)
Course Format: E-learning
School/Trainer: International College of Financial Planning Ltd.
Training Center(s)/Venue(s): Ahmedabad, Bangalore, Chandigarh, Chennai, Dehradun, Hyderabad, Jaipur, Lucknow, Mumbai, New Delhi, IndiaA candidate must complete academic coverage of the financial planning curricula. This demonstrates to the public that the candidate has acquired the necessary knowledge to become a financial planner. Completion of academic requirement is available through the self-study or distance-learning path.
Candidates seeking Challenge Status are granted exemptions from education for certain modules. ......
Course description>>
CFP (Certified financial planner)
Course Format: Classroom
School/Trainer: International college of financial planning [>>]
Training Center(s)/Venue(s): JAIPUR, IndiaCFP...
Course description>>
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