Course curriculum

    1. FPSB Investment - Planning Specialist Certification - Guide

    2. FPSB Retirement - And - Tax Planning Specialist Certification Guide

    3. FPSB Risk - And - Planning Specialist Certification Guide

    4. Guide to CFP Certification (India)

    1. Introduction To CFP + 6 Steps Of Financial Planning

    2. PDF Session 1

    3. Life Stages + General Principles

    4. PDF Session 2

    5. Maths - 3rd Session

    6. PDF

    7. 4th Session - Excel Practice

    8. Question - Assignment

    9. Day 5 Recording

    10. Exercise Day 5

    11. Day 6 - Weighted Average Return

    12. Exercise Day 6

    13. Day 7 Recording

    14. Day 7 Exercise

    15. Day 8 Recording - NPV

    16. Day 8 Exercise

    17. Excel 8th Class

    18. Excel Session Day 9 Class

    19. Day 9 Recording

    20. Class 10 - XIRR, IRR, Goal Seek, EMI Chart

    21. Day 10 class Exercise

    22. Class 10 Assignment

    23. Solution of Assignement

    24. Class 11 Recording

    25. Class Excel 11th Aug 2024

    26. Class 11 (31st Aug 2024)

    27. Class 12 Recording

    28. Class 12th - Excel

    29. Assignment

    30. 13th Class - Budgeting (Recording 7th Sep 2024)

    31. Class 14th Recording

    32. Class 15 Recording

    33. Class 16 Recording

    34. Class 17 Recording

    35. PFM PPT - Viplav (With answers up to slide no. 100)

    36. Class 20 Recording

    37. Class 21st Mr. Abhishek Jain (12 October 2024)

    38. Class 22nd Mr. Abhishek Jain (13 October 2024)

    39. Class 23 Mr. Abhishek Jain (19 October 2024)

    40. Class 24 Mr. Abhishek Jain (20 October 2024)

    41. Class 25 Mr. Abhishek Jain (26 October 2024)

    42. Class 26 Mr. Abhishek Jain (27 October 2024)

    43. Class 27 Mr. Abhishek Jain (2 November 2024)

    44. Class 28 Mr. Abhishek Jain (3 November 2024)

    45. Class 29 Mr. Abhishek Jain (9 November 2024)

    46. Class 30 Mr. Abhishek Jain (10 November 2024)

    47. Class 31 Mr. Abhishek Jain (16 November 2024)

    48. Class 32 Mr.Viplav Majumdar (24 November 2024)

    49. Class 33 Mr. Viplav Majumdar (1 December 2024)

    50. Class 34 Mr.Viplav Majumdar (8 December 2024)

    51. Class 35 Mr.Viplav Majumdar (22 December 2024)

    52. Class 36 Mr.Viplav Majumdar (29 December 2024)

    53. Class 37 Mr. Viplav Majumdar (04 January 2025)

    54. Class 38 Mr. Viplav Majumdar (05 January 2025)

    55. Class 39 Mr. Viplav Majumdar (11 January 2025)

    56. Class 40 Mr. Viplav Majumdar (12 January 2025)

    57. Class 41 Mr. Viplav Majumdar (18 January 2025)

    58. Class 42 Mr. Viplav Majumdar (19 January 2025)

    59. Class 43 Mr. Viplav Majumdar ( 26 January 2025)

    60. Class 44 Mr. Viplav Majumdar (02 Februrary

    1. Session 19th Mr. Abhishek Jain (29th Sep 2024)

    1. Test 1st Dec 2024

    2. Test Discussed On 15th Dec (For Batch 2)

    3. Test Solution Of 15th Dec

    4. Test Questions with use of Financial Calculator

    5. CFP Class Questions with use of Financial Calculator (01 March 2025)

    1. Day 1 Exercise Retirement

    2. Retirement Day 1 Base

    3. Day 2 Exercise Retirement

    4. Retirement Class Day - 2

    1. Next Session Link

About this course

  • $1,000.00
  • 77 lessons
  • 129.5 hours of video content

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