Certificate in Financial Planning

JRD Global EDU
JRD Global EDU

Certificate

Online

₹ 35,000 VAT incl.

Call the centre

919322650294

Description

  • Type

    Certificate

  • Methodology

    Online

  • Duration

    1 Year

  • Start date

    Different dates available

  • Online campus

    Yes

This module would serve as an introduction to Financial Planning. The module would cover
in detail the Financial Planner Competency Profile, the six step process which includes
Financial Planning process, client interactions, general principles of financial management,
financial mathematics, personal financial statements, cash flow and debt management,
asset acquisition, FPSB India‟s Code of Ethics and Professional Responsibility and Model
Rules of Conduct, and the regulatory environment related to the Financial Planning domain.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

1. Implement the Financial Planning process by appropriately using financial planner
competencies and by following the prescribed code of ethics, practice standards and
professional conduct.
2. Understand the economic, social, political, and technological environment and be able
to determine how financial plans should accommodate those environments.
3. Understand the potential goals a client may have, help them enunciate their goals and
evaluate strategies to help clients achieve their goals.

10th

10th Passed

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Reviews

Subjects

  • Planning
  • Management
  • Finance
  • Financial Planning
  • Financial
  • Finance Careers
  • Financial Crime
  • Management Control
  • Financial Risk
  • Finance Ethics

Teachers and trainers (1)

SNEHA SHARMA

SNEHA SHARMA

COUNSELOR

Course programme

2.4 Forms of Business Ownership/ Entity Relationships „Grade 1‟ Detailed Topics 2.4.1. Sole Proprietorship 2.4.2. Partnership Firm 2.4.3. Limited Liability Partnership 2.4.4. Limited liability companies 2.4.5. Trusts 2.4.6. Foundations/ exempt organizations 2.4.7. Cooperative societies 2.5 Concepts in Behavioral Finance „Grade 1‟ Detailed Topics 2.5.1. Prospect Theory 2.5.2. Herd Behavior 2.5.3. Anchoring and Contrarian Investing 2.5.4. Mental Accounting and Gambler's Fallacy 2.6 Behavioral Finance- Investor Psychology „Grade 1‟ Detailed Topics 2.6.1. Value Investing and Behavioral Finance 2.6.2. Role of emotions in financial decision making – Common errors 2.6.3. Skewness of Asset Allocation due to cultural or historical bias 2.6.4. Basic investment style and its drawbacks 2.7 Economic Environment Analysis „Grade 1‟ Detailed Topics 2.7.1. Demand and Supply 2.7.2. Inflation and Recession 2.7.3. Deflation and stagflation 2.7.4. Interest rates/yield curves 2.7.5. Equity investment and real return 2.7.6. Government Monitory and Fiscal Policies 2.7.7. The impact of business cycles 2.7.8. Impact of global economic environment 2.7.9. Impact of global factors on Foreign Exchange Rate 2.7.10. Key indicators- leading, lagging and concurrent

See related categories

Call the centre

919322650294

Certificate in Financial Planning

₹ 35,000 VAT incl.