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

Certified Financial Planner, CFP Workshop
Course Format: E-learning
School/Trainer: KNI-AIF Institute of Financial Planning [>>]
Training Center(s)/Venue(s): Gurgaon, India

Certified Financial Planner, CFPCM is the world’s most prestigious internationally accepted financial planning certification. The CFPCM certification process, administered by Financial Planning Standards Board India, identifies that those who have been authorized to use the CM certification marks in India have met rigorous professional standards and also agreed to adhere to the princ......

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For those that do not have the time, or want to improve and sharpen their skills on a certain area or just simply to refresh themselves, they can take the courses that attract them individually and gain knowledge and skills. By joining the on-going program at the beginning of any class, participating in the class discussion, interacting with other students and the faculty, presenting the cases,......

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KNI has developed 1000 hours of elearning for the BFSI domain . Currently it is offering a Certificate Program in Insurance and Risk Management , Certificate program in Insurance and Broking services, Certificate program in Wealth and Financial Planning and CFP/ AFP mapped coures in Financial Planning . ...

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This course will provide a comprehensive coverage of the financial planning process. It focuses on the five key aspects of financial planning: insurance, investment, retirement, tax and estate planning. It is a practical course with case studies and hands-on exercises on simulations to examine the integration of the different aspects of financial planning. ...

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NC State University’s Certified Financial Planner ® Certification Education Program is a series of classes required to sit for the CFP® Certification Examination. North Carolina State University has established this non-credit certificate program to give you, the financial services professional, the knowledge you need to bring your skills to the next level and grow your business. Learn practica......

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The course begins with a review of definitions, terminology and phrases found in the Code of Ethics. This is followed by The Preamble and Applicability of the Code of Ethics which answers the questions "What is the purpose of the Code of Ethics, who is subject to the Code of Ethics, when do the rules apply, and the importance of the Code of Ethics. " The Preamble is followed by brie......

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Earlier individuals used to approach self proclaimed financial advisors for advice. Over a period of time things changed, one started looking at banks, brokerage houses, insurance companies, tax consultants for advice. However, individuals still aren’t getting the counsel that takes an integrated view of their life and financial goals. Even professionals like CAs, CWAs, CFAs are aptly qualified......

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Workshop 1 �The Financial Planning Process, Investments and Remuneration Planning This workshop will discuss financial planning process and Statement of Advice, regulatory and licensing requirements, risk, return and portfolio analysis, investment issues and strategies, types of investments and insurance. Workshop 2 �Personal Tax Planning, Retirement Planning, Estate Planning and Soci......

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NYSSA members pay discounted member rates: Online review course for CFA Charterholders from Securities Training Corporation (STC): Live-Online Certified Financial Planner�(CFP®) Examination Review for CFA® Charterholders Standard Cost (includes study materials): $1,350 NYSSA Member Rate (includes study materials): $1,150 Live & online review courses from Dearborn Financial/Kaplan: ......

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During the recent years, we have seen headlines about changes in interest rates several times. Changes in interest rates and other changes in the financial environment have a lot of impact on the life of every individual �savings, family, health spending, job changes �there is no aspect in an individual’s life that is not affected by such changes. Personal Financial Planning provides the tool......

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