Course curriculum
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FPSB - Investment Planning Specialist Certification - Guide
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FPSB - Retirement And Tax Planning Specialist Certification - Guide
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FPSB - Risk And Estate Planning Specialist Certification - Guide
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Guide
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Introduction To CFP + 6 Steps Of Financial Planning
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PDF Session 1
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Life Stages + General Principles
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PDF Session 2
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Maths - 3rd Session
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PDF
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4th Session - Excel Practice
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Question - Assignment
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Day 5 Recording
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Exercise Day 5
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Day 6 - Weighted Average Return
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Exercise Day 6
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Day 7 Exercise
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Day 7 Excel
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Day 7 Recording
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Day 8 Recording - NPV
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Day 8 Exercise
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Excel 8th Class
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Excel Session Day 9 Class
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Class 10 - XIRR, IRR, Goal Seek, EMI Chart
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Day 10 class Exercise
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Class 10 Assignment
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Solution of Assignement
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Class 11 Recording
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Class Excel 11th
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Class 11
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Class 12 Recording
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Class 12th - Excel
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Assignment
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13th Class - Budgeting
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Class Recording 14th
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Class 15 Recording
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Class 16 Recording
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Class 17 Recording
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PFM PPT - Viplav (With answers up to slide no. 100)
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Basic Time Value Of Money Functions
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Excel Function Used In Class
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Day 1 Recording Links (5 October 2024)
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Day 2 Recording Links (13 October 2024)
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Day 3 Recording Links (14 October 2024)
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Day 4 Recording Links (18 October 2024)
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Day 5 Recording Links (20 October 2024)
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Day 6 Recording Links (27 October 2024)
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Day 7 Recording Links (2 November 2024)
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Day 8 Recording Links(09 November 2024)
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Day 9 Recording Links (12 November 2024)
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Day 10 Recording Links (16 November 2024)
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Day 11 Recording Links Student Journey with FPSB (16 November 2024)
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Day 12 Recording Links (16 November 2024)
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Day 13 Recording Links (17 November 2024)
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Day 14 Recording Links (17 November 2024)
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Day 15 Recording Link (23 November 2024)
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Day 16 Recording Link (30 November 2024)
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Day 17 Recording Link (1 December 2024)
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Day 18 Recording Link (1 December 2024)
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Day 19 Recording Link (14 December 2024)
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Day 20 Recording Link (22 December 2024)
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Day 21 Recording Link (29 December 2024)
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Day 22 Recording Link (04 January 2025)
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Day 23 Recording Link (05 January 2025)
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Day 24 Recording Link (11 January 2025)
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Day 25 Recording Link (12 January 2025)
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Day 26 Recording Link ( 18 January 2025)
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Day 27 Recording Link (19 January 2025)
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Percentage %
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Test 1st Dec 2024
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Test Discussion On 15th Dec (1st Dec's Test)
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Next Session Link
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About this course
- $1,000.00
- 75 lessons
- 56 hours of video content