CFP – Investment Planning Specialist – eLearning
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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 31 – Asset Allocation

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Investment Planning Lesson 30 – Derivatives – Swap, Alternate Investments
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Investment Planning Lesson 32 – Asset Allocation & Rebalancing