The Certified Financial Plannerâ„¢ هذه الدورة تدرس باللغة الإنجليزية

تفاصيل الدورة

The CERTIFIED FINANCIAL PLANNER® designation is the highest designation for financial planners globally. As a CFP® professional, you join a growing community of over 5,500 CFP professionals in Australia and 150,000 globally.

The FPA is the only professional association in Australia licensed to deliver and administer the CFP designation, a mark of excellence and symbol of trust. The CFP® mark represents a symbol of trust and mark of excellence. To your clients, it will provide reassurance that you work to the highest professional and ethical standards, always putting their interests first.

Financial management is a crucial aspect of any thriving business. Profit maximization, or stockholder wealth maximization, are two real concerns for any organization – and they depend on solid financial decisions. To make good decisions, management needs good information. And that information comes from the accounting system. From the accounting system come’s the financial statements. These statements contain important information about the organization’s operating results

Objctives

Upon completion of this program, the student should be able to:

• Function as an ethical, competent and articulate practitioner in the field of financial planning
• Demonstrate mastery of the core financial planning knowledge required of a Certified Financial Planner® by passing the CFP® certification exam
• Utilize the intellectual tools and framework needed to maintain relevant and current financial planning knowledge and strategies throughout one’s career in financial services
• Apply financial planning theory and techniques through the development of case studies and solutions
• Solve financial problems
• Help people meet their financial goals
• Serve as trusted advisor, counselor and coach

Who Should Attend?

• Financial Planners
• Accountants
• Investment advisors
• Stockbrokers
• Trust officers
• Attorneys
• Bankers
• Retirement or benefits specialists
• Insurance agents
• Investors

Syllabus

Module – A

• Introduction to Financial Accounting
• Basics of Accounting
• Accounting Concepts and Conventions
• Chart of Accounts, Accounting Principles

Module – B

• Recording Business Transactions
• Recording journal entries for Receipts
• Payments, Sales, Credit Notes, Purchases, Debit Notes

Module – C

• MIS (Management information System Reports)
• Financial Statement Analysis Ratio Analysis

Module – D

• Working Capital Management
• Cash Management , A/R Management, Inventory Management, A/P Management