Introduction to Financial Planning - CFP Certification

Course details

This module would serve as an Introduction to Financial Planning. The module would
cover in detail the Financial Planner Competency Profile, the six step process which
includes Financial Planning process, client interactions, general principles of financial
management, financial mathematics, personal financial statements, cash flow and
debt management, asset acquisition, FPSB India's Code of Ethics and Professional
Responsibility and Model Rules of Conduct, and the regulatory environment related
to the Financial Planning domain.