Curriculum
CFP - Investment Planning Specialist - eLearning
Personal Financial Management
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Lesson 1 - Introduction to Financial Planning
Preview -
Lesson 2 – Financial Planning Process
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Lesson 3 - Financial Planning Process
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Lesson 4 - Financial Planning Process
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Lesson 5 - Financial Planning Process
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Lesson 6 - Life Stages, Risk & Return Concept
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Lesson 7 - Types of Risk, Rule 72 & 69
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Lesson 8 - HPR-TR-AR, TVM - PV
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Lesson 9 - TVM - PV, Nper, Rate
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Lesson 10 - TVM - Nominal & Effective Return
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Lesson 11 - TVM - Real Return, Tax Adjusted Return
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Lesson 12 - TVM - TAR, TARR, PMT
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Lesson 13 - TVM
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Lesson 14 - TVM - Nominal & Effective Return application
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Lesson 15 - TVM - End & Bgn concept
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Lesson 16 - TVM - Annuity
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Lesson 17 - NPV
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Lesson 18 - NPV
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Lesson 19 - NPV, IRR
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Lesson 20 - XIRR
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Lesson 21 - Loan Amortization
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Lesson 22 - Loan Amortization
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Lesson 23 - Loan Amortization, Home Equity, Networth
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Lesson 24 - Debt Management
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Lesson 25 - Debt Management
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Lesson 26 - Debt Management
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Lesson 27 - Debt Management, Lease vs Buy
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Lesson 28 - Debt Management
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Lesson 29 - Personal Financial Statement - Income & Expense Statement
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Lesson 30 - Cash Flow Statement, Networth Statement, Ratio Analysis
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Lesson 31 - Ratio Analysis, Behavioral Finance
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Lesson 32 - Behavioral Finance
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Lesson 33 - Behavioral Finance - Additional
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Lesson 34 - Business Entity
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Lesson 35 - Types of Entity, Economics
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Lesson 36 - Economics
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Lesson 37 - Economics
Investment Planning
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Regulatory Environment
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Video lesson