CFP Course: Fees 2023, Admission, Top Colleges, Modules and Exams

Module 1 

Introduction To Financial Planning 

• The 6-Step Financial Planning Process 
• Financial Management- General Principles and Behavioral Finance 
• Financial Mathematics 
• FPSB Ltd.'s Financial Planner Code of Ethics, Professional 
• Responsibility and Model Rule of Conduct 

Module 2 

Risk Analysis & Insurance Planning 

• Concepts of Insurance and Risk Management 
• Insurance Contract and Legal Liability 
• Life Insurance- Analysis of Life Cover, Strategies and Products 
• General Insurance- Property, Health and Liability Insurance 
• Regulatory Framework of Insurance 

Module 3 

Retirement Planning & Employee Benefits 

• Employee Benefits and Superannuation Benefits 
• Life Cycle Analysis, Retirement Needs and Factors in Planning 
• Creation and Sustenance of Retirement Fund- Risk Profiling, Strategies Adopted and Modified through Life Stages 
• Provident Fund and Pension Schemes 
• Pension Sector Reforms and Regulatory Framework of Retirement Solutions 

Module 4 

Investment Planning 

• Investment Products Universe and their Applications 
• Risk Profiling of Products and Investors- Asset Allocation Determination 
• Goal-based Investment Planning, Measuring and Managing Risks, Analysis of Returns 
• Investment Strategies and Portfolio Management 
• Regulatory Aspects- Investment Products and Investment Advisory 

Module 5 

Tax Planning & Estate Planning 

• Features of Indian Tax System and Direct Taxes 
• Personal Taxation and Business Taxation- Computation and Tax Efficiency 
• Taxation of Various Financial Products and Transactions, Tax Planning Strategies 
• Estate Planning Process, Strategies and Taxation Aspects 
• Vehicles of Estate Planning- Features 

Module 6 

Advanced Financial Planning 

• Financial Planning Process, Practice Standards and Professional Responsibility 
• Risk Analysis and Insurance Planning 
• Retirement Planning and Employee Benefits 
• Investment Planning 
• Tax Planning and Estate Planning 

Module 1 

Introduction to Financial Planning 

NA 

NA 

NA 

Module 2 

Risk Analysis & Insurance Planning 

Exam 1 

Module 1- 20% 

Module 2- 80% 

77 

Module 3 

Retirement Planning & Employee Benefits 

Exam 2 

Module 1- 20% 

Module 3- 80% 

77 

Module 4 

Investment Planning 

Exam 3 

Module 1- 20% 

Module 4- 80% 

77 

Module 5 

Tax Planning & Estate Planning 

Exam 4 

Module 1- 20% 

Module 2- 80% 

77 

Module 6 

Advanced Financial Planning 

Exam 5 

Case Study Format 

2 Case Studies/ 30 items