Master in Financial Planning
Training Highlights

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What placement assistance will you receive?
Free Placement Preparation Training
Access to curated Internships & Jobs
Top performers will be highlighted in their internship & job applications

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
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Financial planning process
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Financial planning practice and ethics
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Professional Skills
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Regulatory, economic and political environments that affect personal financial planning
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Law and compliance
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Time value of money
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Critical thinking
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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
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Principles of financial management
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Personal and small business balance sheet (net worth statement)
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Use and non-use assets
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Budget preparation and management
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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
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Taxation principles
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Tax planning objectives
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Tax planning principles
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Tax planning law and policy
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Tax planning strategies
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Implementation
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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
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Investment principles
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Investment objectives, constraints, capacity and suitability
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Investment time horizon
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Behavioral finance
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Asset classes
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Investment theory
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Performance measurement
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Asset allocation and performance
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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
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Risk management principles
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Insurance planning objectives
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Analysis and evaluation of risk exposures
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Risk strategies
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Risk management products
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Insurance law and claims process
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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
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Retirement principles
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Retirement objectives
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Retirement needs analysis and forecasts
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Potential sources of retirement income
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Retirement income and withdrawal projections and strategies
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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)
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Estate planning principles
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Estate planning objectives
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Legal related issues
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Asset ownership and its implications
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Estate planning documents
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Succession planning
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Special family situation
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Projected financial situation at death
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Estate planning strategies
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Philanthropy and charitable giving
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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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Strategies
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Synthesis and recommendations
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Client engagement, communication, and financial planning process
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Collection and data
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Attitudes, goals and objectives
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Issues and problems
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Analysis