CFP – Investment Planning Specialist – eLearning
50+ Hours of Video learning explaining detailed concepts 200+ Practice & Mock Questions Couple of one on one doubt clearing sessions with the faculty before exam Discount coupon worth $35 to buy FPSB material Validity – 90 days
50+ Hours of Video learning explaining detailed concepts
200+ Practice & Mock Questions
Couple of one on one doubt clearing sessions with the faculty before exam
Discount coupon worth $35 to buy FPSB material
Validity – 90 days
Personal Financial Management
2
Lesson 2 – Financial Planning Process
3
Lesson 3 – Financial Planning Process
4
Lesson 4 – Financial Planning Process
5
Lesson 5 – Financial Planning Process
6
Lesson 6 – Life Stages, Risk & Return Concept
7
Lesson 7 – Types of Risk, Rule 72 & 69
8
Lesson 8 – HPR-TR-AR, TVM – PV
9
Lesson 9 – TVM – PV, Nper, Rate
10
Lesson 10 – TVM – Nominal & Effective Return
11
Lesson 11 – TVM – Real Return, Tax Adjusted Return
12
Lesson 12 – TVM – TAR, TARR, PMT
13
Lesson 13 – TVM
14
Lesson 14 – TVM – Nominal & Effective Return application
15
Lesson 15 – TVM – End & Bgn concept
16
Lesson 16 – TVM – Annuity
17
Lesson 17 – NPV
18
Lesson 18 – NPV
19
Lesson 19 – NPV, IRR
20
Lesson 20 – XIRR
21
Lesson 21 – Loan Amortization
22
Lesson 22 – Loan Amortization
23
Lesson 23 – Loan Amortization, Home Equity, Networth
24
Lesson 24 – Debt Management
25
Lesson 25 – Debt Management
26
Lesson 26 – Debt Management
27
Lesson 27 – Debt Management, Lease vs Buy
28
Lesson 28 – Debt Management
29
Lesson 29 – Personal Financial Statement – Income & Expense Statement
30
Lesson 30 – Cash Flow Statement, Networth Statement, Ratio Analysis
31
Lesson 31 – Ratio Analysis, Behavioral Finance
32
Lesson 32 – Behavioral Finance
33
Lesson 33 – Behavioral Finance – Additional
34
Lesson 34 – Business Entity
35
Lesson 35 – Types of Entity, Economics
36
Lesson 36 – Economics
37
Lesson 37 – Economics
Investment Planning
1
Lesson 1 – Introduction to Financial Markets
2
Lesson 2 – Debt Investments
3
Lesson 3 – Debt Investments
4
Lesson 4 – Equity Investments
5
Lesson 5 – Preference Shares, Exchange
6
Lesson 6 – Exchange & Indices
7
Lesson 7 – Primary Market
8
Lesson 8 – Mutual Funds
9
Lesson 9 – Mutual Funds
10
Lesson 10 – Mutual Funds
11
Lesson 11 – Mutual Funds
12
Lesson 12 – Mutual Funds
13
Lesson 13 – Valuation of Securities
14
Lesson 14 – Valuation of Securities
15
Lesson 15 – Real Estate Valuation, Return on Bonds
16
Lesson 16 – Risk on Bonds
17
Lesson 17 – Return on Equity & Portfolio
18
Lesson 18 – Risk on Equity
19
Lesson 19 – Risk on Equity & Portfolio
20
Lesson 20 – Risk – Variance of portfolio, Beta
21
Lesson 21 – Risk – CAPM, SML
22
Lesson 22 – Risk & Return, Risk adjusted return, Fundamental & Technical Analysis
23
Lesson 23 – Fundamental & Technical Analysis, Modern Portfolio Theory, Efficient Market Hypothesis
24
Lesson 24 – Derivatives
25
Lesson 25 – Derivatives
26
Lesson 26 – Derivative
27
Lesson 27 – Derivatives
28
Lesson 28 – Derivatives
29
Lesson 29 – Derivatives
30
Lesson 30 – Derivatives – Swap, Alternate Investments
31
Lesson 31 – Asset Allocation
32
Lesson 32 – Asset Allocation & Rebalancing
Regulatory Environment
1
Regulatory Environment 1
2
Regulatory Environment 2
3
Regulatory Environment 3
1
Investment Planning Specialist Mock Test
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