Certified Online Training

Master in Financial Planning

Training Highlights

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What placement assistance will you receive?

What will be the training syllabus?

Course Curriculum

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

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

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)

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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