Financial Planner | Labor Basic Skills | Industry Certifications

$800

Course Description

The CFP course provides comprehensive training in financial planning principles and practices, covering investment planning, retirement planning, tax planning, and risk management.

Course Objectives

  • Understand financial planning principles.
  • Learn investment planning techniques.
  • Develop skills in retirement and tax planning.
  • Emphasize risk management and estate planning.
  • Prepare for the Certified Financial Planner exam.

Course Outcomes

  1. Explain financial planning principles.
  2. Plan investments effectively.
  3. Develop retirement and tax plans.
  4. Manage financial risks and estate planning.
  5. Pass the Certified Financial Planner exam.

Description

Units

  1. Introduction to Financial Planning
  2. Investment Planning Techniques
  3. Retirement Planning Strategies
  4. Tax Planning and Management
  5. Risk Management in Financial Planning
  6. Estate Planning and Wealth Transfer
  7. Client Relationship Management
  8. Financial Plan Development
  9. Ethics and Professional Conduct in Financial Planning
  10. Certified Financial Planner Exam Preparation

OUR PRODUCTS 👇