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Master in Financial Planning

By DigiGrowHub Mentor Categories: Finance
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About Course

A Course on Financial Planning
As people in India grow more aware of their investment options, Financial Planning is on the way to becoming a popular and lucrative career choice today. The financial planning process needs to be tailored for each individual requirements and it is up to the financial planner to choose the best course of action to meet their investors’ goals. Our personal financial planning course is designed to train you to be able to do just that.

What Will You Learn?

  • At the end of the course, learners will understand the following concepts:
  • Financial planning process
  • How to set goals and assess risk tolerance.
  • How to process and analyze information
  • Construct personal financial statements
  • Understand the basic asset classes
  • Create portfolios with appropriate asset allocation strategies
  • Target Audience

Course Content

MODULE 1: Financial Planning Principles, Process and Skills
Financial planning process Financial planning practice and ethics Professional Skills Regulatory, economic and political environments that affect personal financial planning Law and compliance Time value of money Critical thinking Draft Lesson

  • Financial planning process
  • Financial planning practice and ethics
  • Professional Skills
  • Regulatory, economic and political environments that affect personal financial planning
  • Law and compliance
  • Time value of money
  • Critical thinking
  • Draft Lesson

MODULE 2: Financial Management
Principles of financial management Personal and small business balance sheet (net worth statement) Use and non-use assets Budget preparation and management Savings analysis and strategy Emergency fund Credit and debt management Specific purpose planning

MODULE 3: Tax Principles and Optimization
Taxation principles Tax planning objectives Tax planning principles Tax planning law and policy Tax analysis and calculations Tax planning strategies Tax planning for asset location Implementation Periodic review

MODULE 4: Investment Planning / Asset Management
Investment principles Investment objectives, constraints, capacity and suitability Investment time horizon Behavioral finance Asset classes Investment theory Performance measurement Asset allocation and performance Investment products – evaluation, selection and monitoring

MODULE 5: Risk Management and Insurance Planning
Risk management principles Insurance planning objectives Analysis and evaluation of risk exposures Risk strategies Risk management products Insurance law and claims process Product, company and adviser selection and due diligence

MODULE 6: Retirement Planning
Retirement principles Retirement objectives Retirement needs analysis and forecasts Potential sources of retirement income Retirement income and withdrawal projections and strategies Retirement planning and funding products

MODULE 7: Estate Planning and Wealth transfer
Estate planning principles Estate planning objectives Legal related issues Asset ownership and its implications Estate planning documents Succession planning Special family situation Projected financial situation at death Estate planning strategies Philanthropy and charitable giving Management in the event of incapacity (i.e., living estate planning)

MODULE 8: Integrated Financial Planning
Client engagement, communication, and financial planning process Collection and data Attitudes, goals and objectives Issues and problems Analysis Strategies Synthesis and recommendations

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