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

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

1

Investment Planning Specialist Mock Test

1 questions