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EncartaLabs

CFP - Introduction to Financial Planning

( Duration: 3 Days )

The Introduction to Financial Planning training course is the first module in CFP and forms the basis for any learning related to Finance or Financial Planning. This Course, covers 5 key sections across Financial Management, Financial Mathematics, Regulatory Environment, Code of Ethics etc.

By attending CFP - Introduction to Financial Planning workshop, delegates will learn:

  • Financial Planning Basics
  • Financial Jargons
  • To solve Simple Financial Numericals

This CFP - Introduction to Financial Planning class is suitable for:

  • Financial Planners
  • Finance Majors
  • Delegates interested in Finance Courses
  • Professionals in Finance domain

COURSE AGENDA

1

Introduction to Financial Planning

  • Basics of Financial Planning
  • Need for Financial Planning
  • Scope and Benefits of Financial Planning
  • Financial Planning Process
  • Assessment of Risk and Client Behaviour
2

Financial Management

  • Financial Markets
  • Debt Management
  • Cash Flow Planning and Budgeting
  • Forms of Business Ownership
  • Behavioral Finance
  • Economic Indicators
3

Financial Mathematics

  • Time Value of Money (TVM)
  • Simple Interest
  • Compound Interest
  • Future Value of Single Cash Flow
  • Present Value of Single Cash Flow
  • Nominal and Effective Rate of Return
  • Real Rate of Return
  • Compounded Annualized Growth Rate (CAGR)
  • Internal Rate of Return
  • Concept of Doubling Money
  • Single Cash Flows
  • Regular Cash Flows
  • Irregular Cash Flows
  • Mortgage
  • Amortization
  • Home Equity
  • Re-Financing of Loans
  • Personal Financial Statement
  • Liquidity Ratios
  • Other Financial Ratios
  • Investment Assets to Net Worth Ratios
4

Code of Ethics

  • The 8 Code of Ethics
5

Regulatory Environment

  • Contracts
  • Torts
  • Agency Law
  • Consumer Protection

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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