CFP – Investment Planning Specialist – eLearning
Back to Dashboard

Hey there, great course, right? Do you like this course?

All of the most interesting lessons further. In order to continue you just need to purchase it

Get course

Course sections

Section 1
Personal Financial Management
1
Lesson 1 - Introduction to Financial Planning
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
Section 2
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
Section 3
Regulatory Environment
1
Regulatory Environment 1
2
Regulatory Environment 2
3
Regulatory Environment 3
Section 4
1
Investment Planning Specialist Mock Test
1 questions

Investment Planning

Lesson 22 – Risk & Return, Risk adjusted return, Fundamental & Technical Analysis

Lesson is locked. Please Buy course to proceed.

Investment Planning Lesson 21 – Risk – CAPM, SML
Complete
Investment Planning Lesson 23 – Fundamental & Technical Analysis, Modern Portfolio Theory, Efficient Market Hypothesis