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Workshop Training Flow

 

# Introduction of CFP certification & Role of CFP certificant

# CFP  in Regular & Fast Track pathway

# Module & Exam 5 Format / Testing Objectives / Patterns

# Practical guidance and Dos and Don’ts for Module exams & Exam 5
# How to attend the Exam 5 & Module exams (Scientifically)
# Learn the right “Financial Mathematics” on Financial Calculator Casio FC200V”
# Financial calculations: Time value of Money, Real rate of return, Investment return (CAGR), Loan EMI/Amortatization calculation, Bond value calculation etc.

# Case studies solutions with Financial Calculator
(Learn the Time Tested “Five steps Process)

@ Calculate Inflation adjusted Insurance corpus in case of Death (Expenses/Income Replacement)
 

@ Retirement corpus: Calculate Inflation adjusted Retirement corpus And find
Monthly/Annual/Lump sum/Limited Years investment required (Income & Expense Replacement)
 

@ Children’s Higher Education Corpus: Calculate Inflation adjusted Higher education corpus required and find the Monthly/Annual/lump sum investment required


@ Children’s Marriage Corpus: Calculate Inflation adjusted children’s marriage corpus required marriage and find the monthly/Annual/Limited Years investment required
 

@ Inflation adjusted Vacation corpus and special need corpus and find investment required calculations
@ Find SIP of Asset allocation & Rebalancing strategy
@ PPF calculation
@ Increasing SIP Investment calculation
@ PRACTICE OF CASE STUDIES (A TO F) & PAST CASE STUDIES 2010/2009/2008

Investment Planning (Concepts and Calculations)-EXAM 3
 

# Risk and Return (Equity Investments): Concept of Morden Portfolio Theory, CAGR, Risk
adjusted return (Sharpe, Treynor, Jensen Alpha), Standard deviation etc.
# Equity valuation-Intrinsic value calculation-Dividend discount model, important ratios-Dividend
yield, PE, EPS etc.
 

# Bond Valuation
 

# Derivatives-Concepts of Futures and Options, Calculation of option premium and various option
strategies
 

# Real Estate Valuation: Residential/Commercial Real estate analysis and valuation.
 

# Other Investment options: Mutual Fund/ETF/Structure/Alternative Products
 

# Govt. Scheme: PPF/NPS/NSC/Senior Citizen Savings Scheme/PO MIS/
 

# Tax planning (Concepts and Calculations)- EXAM 4
 

# Know various terminologies, Learn the difference between Gross income and Taxable
Income, Learn to calculate tax free part of HRA, RFA, Gratuity, Pension,
Leave encashment, allowances, perquisites etc.
 

# How to calculate STCG/LTCG and learn capital gain tax savings strategies
# Various Tax savings strategies: Loss from House property-Real estate, FMP/PPF Vs.FD,
etc.
 

# designing of tax efficient CTC # know the important tax rule and regulations
 

# Estate Planning- EXAM 4
 

# What is Estate Planning and Benefits of Estate Planning
# Instruments for Estate Planning (WILL, Private Trust)
# Learn tax efficient Estate planning strategies
# Retirement Planning- Exam 2
# Tax efficient retirement planning strategy
# Instruments for sound retirement planning: PPF, NPS, SCSC, POMIS, MF
 

# Risk Analysis & Insurance Planning-Exam 1


@ An Important Principles/Concepts of Life, General & Health Insurance.
@ Learn the Construction of Various Insurance Products (Features, Benefits & Limitations)
@ Death/Maturity Benefit Calculations for Traditional/ULIP.
 

# Introduction of Financial Planning:
@ Learning of Code of Ethics & Practice Guideline of FPSB India.
@ Financial Planning Cycle
Financial Plan Construction:
# Learn the various content of the Financial Plan
# Learn to construct the “Handwritten Financial Plan”
# Learn the “Soft skills” cycle to market the “Fee based” concept among the potential customer.
# Prepare your own “FINANCIAL PLAN”
# One year handholding supports provided in during the building of “Fee based” Practice worth
Rs.10,000/- (Concept of PLANNER’S PLANNER- an Advisory reconfirm services, help in the
financial plan construction, queries handling and doubt solving)

 

Study Material: (Soft Copy)
Study book with work book (All Modules), Comprehensive Question banks with Solutions
(Updated As per current syllabus- 2017)
 

Post Training Supports: 12 months from date of enrollment.

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