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Module 1: Introduction to Financial Planning

This is the basic yet the most important module of this entire CFP Course because this module is embedded in all other 2, 3, 4 & 5 Module Exams to the extent of 20% of Total Marks (150) of respective exams, i.e. 30 Marks.

This module is further divided into 5 Sections each Section consists of very important topics and also have their respective sub-sections.

We will outline all the sections and their sub sections in this page along with their links to help you learn those topics individually.

Section I: The 6-Step Financial Planning Process

Section II: Financial Management- General Principles and Behavioral Finance

Section III: Financial Mathematics

Section IV: FPSB India’s Financial Planner Code of Ethics, Professional Responsibility and Model Rule of Conduct

Section V: Regulatory Environment Related to Financial Planning

Now, we will outline the sub-sections of the above sections individually, to help you better understand the topic we will cover in this module of CFP Course.

  • Section I: The 6-Step Financial Planning Process

    1. Establish and Define the Relationship with the Client
    2. Collect Client’s Information
    3. Analyze Client’s Financial Status, Risk Profile and Determine Financial Goals
    4. Develop Financial Planning Recommendations and Present them to the Client
    5. Implement Client’s Financial Planning Recommendations
    6. Monitor and Review the Client’s Situation
  • Section II: Financial Management- General Principles and Behavioral Finance

    1. Brief Overview to Financial Markets
    2. Debt Management
    3. Personal Financial Statement Analysis
    4. Forms of Business Ownership/ Entity Relationships
    5. Concepts in Behavioral Finance
    6. Behavioral Finance- Investor Psychology
    7. Economic Environment Analysis
  • Section III: Financial Mathematics

    1. Calculation of Returns
    2. Time Value of Money
    3. Loan Calculations
    4. Total assets, Net Worth and Financial Ratios
  • Section IV: FPSB India’s Financial Planner Code of Ethics, Professional Responsibility and Model Rule of Conduct

    1. The Code of Ethics and Professional Responsibility
    2. Ethical and Professional Considerations in Financial Planning
  • Section V: Regulatory Environment Related to Financial Planning

    1. Regulation Relating to Individuals
    2. Function, Purpose and Regulation of Financial Institutions
    3. Other Relevant Regulation

 

 

Introduction To Financial Planning is Module 1 of CFP Course, Free Online CFP Course on Introduction to Financial Planning.


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