Course Description

This course is specially designed for all the aspirants who want to apply for the Associate Financial Planning - Investment Planning examination. It is a preparatory course for the professionals who wish to appear for this examination. We have also provided you with a basic module of Introduction to Financial Planning to understand all the basic concepts of this course. Associate Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. Associate Financial Planner Certification is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification -, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.

What are the requirements for Introduction to Associate Financial Planning Course?

– A PC with internet – Knowledge of Basic Finance terms

What am I going to get from this Introduction to Associate Financial Planning Course?

– Be equipped with financial concepts, tools and techniques to help make better informed personal financial decisions – Gain insights to the management of your financial resources to achieve your desired lifestyle or retirement plan – Covers Investment planning topics that form the foundations of the career of any financial services professional.

What is the target audience?

– Financial Planners – Finance Majors – Professionals in Finance domain

How to access:-

Curriculum

Section 1: Introduction

1                  Introduction to Money Concepts

2                  Introduction to Money Concepts continued

Section 2: Banking and Bank Accounts

3                  Basics of Banking and Types of Accounts

4                  What is a Cheque

Section 3: Important concepts

5                  Details of cheque, DD and ATM

6                  Details of Credit Card

7                  Details of Internet Banking

8                  Introduction to Financial Planning

9                  Power of Compounding

10               Inflation

11               Time Value of Money

12               Cash Flow & Budgeting

13               Cash Flow & Budgeting continued

14               Debt management

15               Introduction to Risk in Insurance Planning

16               Comprehensive Insurance Planning

17               Comprehensive Insurance Planning continued

18               Breakup of Insurance Premium

19               > Writing of Financial Goals

20               Concepts of Shares explained

21              Asset Allocation

22               Asset Allocation continued

23               Mutual Funds and its advantages

24              Types of Mutual Fund

25               Real Estate and Cash Investments

26               Understanding Small Saving Schemes

27               Understanding Small Saving Schemes continued

28               Debt Mutual Funds – types and features

29               Basics of Taxation

30               Components of Salary and Income from House Property

31               Categories apart from Salary and Income from House Property

32               Tax Collection

33               Retirement Planning

34             Retirement Planning – Need in India

35               Estate Planning

36               Concept of Will

37               Estate Planning tools in detail

38               Concept of Mortgage

39               Ways of taking title to Property

40               Behavioural Finance

41               Time Value of Money explained

42               Annuity

43               Nominal, Periodic and Effective Annual Return

44               Amortization Concept

45               Practical examples on Amortisation Concept

46               Excel Functions to explain Future Value

47               Excel Functions to explain Future Value continued

48               Excel Functions to explain Present Value

49               Excel Functions to explain Annuities

50               Excel Functions to explain Perpetuity

51               Excel Functions to explain Amortization

52               Revision of Time Value of Money concepts

53               Revision of Time Value of Money concepts continued

54               More revision on Time Value of money

55               Capital Revenue Expenses

56               Balance Sheet Asset Side

57               Balance Sheet Liability Side

58               Valuation of Assets and Ratio Analysis

59               Overview of Financial Planning

60               Risk Analyser Part 1

61               Risk Analyser Part 2

62               Practical Issues

63               Practical Asset allocation

64               Practical Asset allocation continued

65               Security Market and Products- Mutual Funds

66               Product Classification

67               Valuation of Assets and Declaration of Net Asset Value

68               Other Short Term Debt Funds

69               Fund of Funds

70               Mutual Fund Documentation

71               Risk Measures

72               Mutual Fund offer Document

73               Contents of Kim

74               How to Invest In Mutual Funds

75               Calculation of Returns

76               Breakdown of Risk

77               Sebi Changes Affecting Asset Management

78               Infrastructure Debt Funds

79               Reforms in NFO and Load

80               Kyc, Pan and Payment Instructions

81               Know Your Distributor (Kyd) Norms

82               Concept of Asba

83               Sebi Changes Affecting Investor Empowerment

84               Quantification of Risk

85               Standard Deviation

86               Ratios to Calculate Returns

87               Internal Risk Measurement For Debt Funds

88               Benchmark Returns

89               Various Means of Raising Capital Part 1

90               Various Means of Raising Capital Part 2

91               Basics of Risk and Return

92               Capital Asset Pricing Module Part 1

93               Capital Asset Pricing Module Part 2

94               Theory Question Investment Part 1

95               Theory Question Investment Part 2

96               Introduction to Derivatives

97               Operations of Derivatives

98               Security Valuation Theory

99               Economic Indicators Theory

100             Fundamental Analysis Theory

101             Technical Analysis Theory Part 1

102             Technical Analysis Theory Part 2

103             Basics of Market Theory

104             Exchanges and Index Theory

105             Financial Statements Theory

106             Financial Ratios Theory

107             Technical Analysis Indicators Theory

108             Fundamentals of Mutual Funds Theory

109             Investment Policy Theory

110             Offer Document Theory

111             Investment Service Theory

112             Mutual Funds Risk Theory

113             Financial Planning Strategy Theory

114             Fund Constituent Theory

115             Mutual Funds Performance Theory

116             Mutual Funds Accounting, Valuation and Taxation Theory Part 1

117             Mutual Funds Accounting, Valuation and Taxation Theory Part 2

118             Problems on Valuation of Stocks Part 1

119             Problems on Valuation of Stocks Part 2

120             Problems on Bond Valuation Part 1

121             Problems on Bond Valuation Part 2

122             Problems on Weighted Average Cost of Capital Part 1

123             Problems on Weighted Average Cost of Capital Part 2

Section 4: Risk Analysis and Insurance Planning

124             Details of Medical Insurance

125             Risk and Liability

126             New Pension Scheme Introduction

127             New Pension Scheme Details

128             Theory Question Part 1

129             Theory Question Part 2

130             Theory Question Part 3

131             Theory Question Part 4

132             Theory Question Part 5

133             Theory Question Part 6

134             Theory Question Part 7

135             Theory Question Part 8

136             Theory Question Part 9

137             Insurance Problem Part 1

138             Insurance Problem Part 2

139             Insurance Problem Part 3

140             Insurance Problem Part 4

141             Insurance Problem Part 5

142             Principles of Insurance

143             Life Insurance – History and Evolution

144             Risk Management Techniques

145             Key Term Part 1

146             Key Term Part 2

147             Key Term Part 3

148             Key Term Part 4

149             What Life Insurance Involves

150             Legal Principles of Life Insurance

151             Insurable Interest and Proximate Course

152             Question and Answer

153             Financial Planing

154             Insurance Planing Part 1

155             Insurance Planing Part 2

156             Insurance Planing Part 3

157             Life Insurance Products Part 1

158             Life Insurance Products Part 2

159             Life Insurance Products Question and Answer

160             Fund Choice

161             Unit Linked Insurance Plans Explained with Multiple Choice Question

162             Health Insurance Explained with Multiple Choice Question

163             Important Insurance Terms Explained with Multiple Choice Question

164             Disability Insurance Explained with Multiple Choice Question

165             Underwriting Concept and Methodology Explained

166             The Concept of Rate Making and Methods Used

167             The Concept of Rate Making for Decision Making Purposes

168             Multiple Choice Question on Underwriting and Rate Making

169             The Concept of Pension and Annuity Explained

170             Common Pension Terms Explained

171             Multiple Choice Question on Pension and Annuity

172             Life Insurance Selection Process

173             Multiple Choice Question on Pricing and Valuation in Life Insurance Part 1

174             Multiple Choice Question on Pricing and Valuation in Life Insurance Part 2

175             Application of Life Insurance

176             Claim and Regulation

177             Grievance Redressal

178             Life Insurance Selling

Section 5: Retirement Planning and Employee Benefits

179             Recapitulation of Time Value of Money Concepts

180             Retirement Corpus Calculator

181             Mutual Funds for Retirement

182             What is Retirement Planning

183             Obstacles in Retirement Planning Part 1

184             Obstacles in Retirement Planning Part 2

185             Wealth Creation Process

186             Retirement Benefit Plan

187             Defined Benefit Plan Types

188             Retrenchment Compensation

189             Defined Contribution Plan Types

190             Provident Fund

191             Employees Deposit Linked Insurance Schemes

192             Retirement Benefit Plan Superannuation

193             Group Life and Health Insurance

194             Retirement Planning Strategy

Section 6: Taxation Planning and Estate Planning

195             Taxation Basics

196             Mode of set off Carry Forward

197             Carry Forward and set off Business Losses

198             Estimating Retirement Expenses

199             Retirement Income Streams

200             Pension Sector Reforms

201             Need for Pension Reforms

202             The Reform Process

203             Concept of Estate Planing

204             Power of Attorney

205             Estate Planing Part 1

206             Estate Planing Part 2

207             Taxation Saving Section Part 1

208             Taxation Saving Section Part 2

209             Life Insurance

210             Tuition Fee

211             Medical Insurance

212             Rajiv Gandhi Equity Saving Scheme

213             Donation to Political Parties

214             Tax on Capital Gains

215             When Agriculture Land Part 1

216             When Agriculture Land Part 2

217             Computation of STCG

218             Computation of LTCG

219             Cost of Acquisition Part 1

220            Cost of Acquisition Part 2

221             Income from House Property

222             House Property

223             Net Annual Value

224             House Property which is Part of the Year Let

225             Income from Salary

226             Allowances

227             Perquisites

228             Valuation of Perquisites

229             Taxation Theory in detail

230             Compensation on V.R.S.

231             Leave Encasement

232             Income from Other Sources

233             Amount not Deductible

234             Profits and Gains from Business and Profession Part 1

235             Profits and Gains from Business and Profession Part 2

236             Proportionate Depreciation Part 1

237             Proportionate Depreciation Part 2

238             Expenditure on Scientific Research

239             Expenditure on Specified Business Part 1

240             Expenditure on Specified Business Part 2

241             Special Reserve

242             Learning Objective Part 1

243             Learning Objective Part 2

244             Learning Objective Part 3

245             Learning Objective Part 4

246             Specified Business

247             Business Re Organisation

248            Tax Planing, Tax Evasion and Tax Avoidance

249             Provisions of Law

250             Short Term and Long Term

251             Areas of Tax Planing

252             Retrospective Legislation

253             The Scope of Definitions of those Term

254             Company

255             Income Includes

256             Fring Benefits

257             Agricultural Income

258             Advance Tax Part 1

259             Advance Tax Part 2

260             Taxability of non-resident under the Income Tax

261             Relevent Income Tax Rules

262             Tax Rate

263             List of Benefits Available to Salaried Persons Part 1

264             List of Benefits Available to Salaried Persons Part 2

265             List of Benefits Available to Salaried Persons Part 3

266             Comprehensive Child Planner

267             Retirement Planner

268             Recurring Goal

269             Instruction and Note

270             Assumptions, Personal Details, Income and Expenses Part 1

271             Assumptions, Personal Details, Income and Expenses Part 2

272             Assets, Investment Assets and Liabilities

273             Insurance, Goals, Asset Allocation for Goals

274             Retirement Planning Problem Solved

275             Insurance Need Analysis, Saving for goals, Goal wise Fund Allocation

276             Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 1

277             Portfolio Reshuffle and Goal 1 Excel Sheet Problems Part 2

278             Goal 2 Excel Sheet Problems Solved with Cell wise Formula

Here is a sample for the course completion certificate which you will recieve after complete the course. This certificate is widely accepted across industries and will boost your chances to grab the job opportunities.

Mail us at: [email protected] with below details to receive your certificate:

• Name
• Course Name
• Date of Completion
• Address