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CERTIFICATION PROGRAM CPFS7-ADVANCED FINANCIAL PLANNING & WEALTH MANAGEMENT

Home CERTIFICATION PROGRAM CPFS7-ADVANCED FINANCIAL PLANNING & WEALTH MANAGEMENT

CERTIFICATION PROGRAM CPFS7-ADVANCED FINANCIAL PLANNING
& WEALTH MANAGEMENT

OVERVIEW

Demonstrate an understanding of the importance of the time value of money in Financial Planning. Examine the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments. Identify the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals. Construct personal financial statements and use ratios and other techniques to analyze these statements. Evaluate the use of credit and planned borrowing to meet household consumption, asset acquisition and other financing needs. Identify strengths and weaknesses in a client’s initial situation and determine opportunities for problem solving.

PROGRAM MODULES

  • Overview /Roadmap of Wealth Management & financial Planning Framework
  • Overview and steps in Financial Planning
  • Wealth Creation,Preservation,Enhancement cycle
  • Insurance and Retirement planning
  • Planning for Golden years of Retirement
  • Integration of all the life time goals & Objectives through a well-designed dynamic plan
  • Understanding and planning for transfer of culture and residual Wealth to the next generation in the family legally and tax effectively
  • Understanding Effective personal Budgeting
  • Protection of Wealth Creating Assets through Process of Risk Management
  • Client Need Analysis / Client Questionnaire
  • Creation of plans with hands on exposure to tools
  • Strategic and Tactical Asset allocation
  • Maximizing the Savings through Optimization of Local Taxes
  • Understanding the dynamics of Wealth Accumulation through Scientific Asset Allocation Process & Selection of appropriate financial products

Duration

  • 100 Hours
  • Student will be trained to sit for the CFP examination conducted by FPSB

Methodolody

  • Instructor-led guided discovery

INDUSTRY APPLICABLE TO:

Banks

NBFC

AMC

Insurance

Brokers