Vocational Course: Certified Financial Planner

In Bangalore

Price on request
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Important information

  • Course
  • Bangalore
  • Duration:
    3 Months

Important information

Where and when

Starts Location
On request
24x7 Learning Pvt. Ltd. No 20, Annaswamy Mudaliar Road, Ulsoor Lake, 560042, Andhra Pradesh, India
See map

Course programme

This program is targeted towards students who have an interest in improving financial planning & investment talent. No specific requirement is for this program. This course is offered in a blended format. Besides live & interactive session with expert’s teacher, students will get right of entry tom high quality e learning material, student also get online jobs assistance & resource.

Program Contents:

Besides fundamental ideas of financial planning’s, goal settings, & maximizing talent, an in depth conversation of investing strategy is provide, including different instrument appropriate for both saver & investor. Also covered are the kinds of personalities & their asset profiles along with the different stages in the life cycle of investors. The program also provides strategy for reducing tax burdens. In the end, it provides precious information’s about how to builds model portfolios that suits your risks & return profiles.

Intro to Financial Planning

What is financial Planning?

3 steps in financial planning process

Analyzing the resources of the persons

Elements of the Balance Sheets

The Income & Expense Statements

The Budgets

Why is it significant to prepare budget carefully?

Fundamental Ideas in Financial Planning’s

The time values of money

Diversification? Spreading risk?

Investment Timings

Financial Product for Saver

Saving versus Investments

Product option for saver

Checking Account

Saving Account

Certificate of Deposits

Money Market Mutual Fund

Money Market Deposit Account

US Treasury Bills

Financial Product for Investor

Products option for Investor

Common Stocks


Preferred Stocks

Mutual Fund Real Estates


Metal, Arts & Collectibles

The Psychographic & Life Cycle of the Investors

The 5 Personalities

Using the Five Way Classifications Models

Risk or Returns Trade Offs for Investor

Risk or Returns Position at Various Life Cycle Stages

Goals Achievement, Investments

Objectives & Investment Constraint

Kinds of Goal

Investment Objective

Liquidity: Real Need & Perceived Need

Taxes Planning

Strategies for reducing federal income taxes

Model Portfolios

Basics of Portfolios Management

Building a Model Portfolios

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