Course information

Certified Financial Planner Course Outline

Module 1: Introduction to Financial Planning

  • Overview of Financial Planning
    • Definition and Importance
    • Roles and Responsibilities of a Financial Planner
  • Ethics and Professional Standards
    • Code of Ethics
    • Professional Conduct

Module 2: Understanding Client Needs

  • Identifying and Assessing Client Goals and Objectives
  • Conducting Effective Client Interviews
  • Building Client Relationships and Trust
  • Module 3: Financial Statement Analysis
  • Analysing Personal Financial Statements
  • Understanding Cash Flow and Budgeting
  • Evaluating Net Worth and Financial Position

Module 4: Investment Planning

  • Basics of Investment Planning
  • Types of Investment Vehicles and Their Characteristics
  • Risk and Return Assessment
  • Asset Allocation and Diversification Strategies

Module 5: Retirement Planning

  • Importance of Retirement Planning
  • Types of Retirement Plans and Their Features
  • Developing a Retirement Savings Strategy
  • Retirement Income Distribution Strategies

Module 6: Tax Planning

  • Overview of Tax Planning Principles
  • Understanding Tax System and Regulations
  • Strategies for Minimising Tax Liability
  • Tax-Efficient Investment Options

Module 7: Insurance Planning

  • Role of Insurance in Financial Planning
  • Types of Insurance Policies (Life, Health, Disability, Property)
  • Assessing Insurance Needs and Coverage
  • Risk Management and Insurance Strategies

Module 8: Estate Planning

  • Introduction to Estate Planning
  • Importance of Wills and Trusts
  • Estate Taxes and Legal Considerations
  • Developing an Estate Plan

Module 9: Ethical and Professional Standards

  • Code of Ethics and Professional Conduct for Financial Planners
  • Legal and Regulatory Requirements
  • Best Practices for Maintaining Professional Integrity

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Who should attend this Certified Financial Plann

Certified Financial Planner Course Overview

The Certified Financial Planner (CFP) Course is designed to equip individuals with essential skills in Financial Planning, investment management, and client advisory. As financial markets evolve and clients seek more personalised advice, becoming a CFP is increasingly relevant for those looking to excel in financial services. This course provides the foundational knowledge required to achieve certification and meet industry standards.

Proficiency in this Financial Planner Training is crucial for Financial Advisers, Investment Consultants, and Wealth Managers. Mastery of CFP principles not only enhance career prospects but also ensures a high level of service to clients, fostering trust and satisfaction. Professionals seeking to advance their careers and stand out in a competitive field will find this course particularly valuable.

In this intensive 1-day training by The Knowledge Academy offers delegates a comprehensive overview of Financial Planning concepts, practical skills, and best practices. By focusing on key areas such as risk management and retirement planning, delegates will gain actionable insights to apply directly to their roles, improving client interactions and decision-making.

Course Objectives

  • To provide an in-depth understanding of Financial Planning principles and practices
  • To equip delegates with strategies for effective investment management
  • To enhance skills in risk assessment and mitigation
  • To develop proficiency in creating and implementing financial plans
  • To familiarise delegates with regulatory and ethical standards in Financial Planning
  • To offer practical guidance on client relationship management

After completing this Financial Planner Certification Course, delegates will receive a certification that acknowledges their expertise in Financial Planning. This credential will enhance their professional standing and open doors to advanced career opportunities in financial services.

er Course?

This Financial Planner Course is ideal for individuals seeking to enhance their Financial Planning skills, expand career opportunities, and gain comprehensive knowledge in financial management and planning strategies. This course can be beneficial for a wide range of professionals, including:

  • Financial Advisors
  • Wealth Managers
  • Investment Consultants
  • Insurance Brokers
  • Estate Planners
  • Tax Consultants
  • Mortgage Advisors
  • Pension Advisors

Prerequisites of the Certified Financial Planner Course

There are no formal prerequisites for taking this Financial Planner Course. However, a basic understanding of finance and investment principles will be beneficial.

Certified Financial Planner Course Overview

The Certified Financial Planner (CFP) Course is designed to equip individuals with essential skills in Financial Planning, investment management, and client advisory. As financial markets evolve and clients seek more personalised advice, becoming a CFP is increasingly relevant for those looking to excel in financial services. This course provides the foundational knowledge required to achieve certification and meet industry standards.

Proficiency in this Financial Planner Training is crucial for Financial Advisers, Investment Consultants, and Wealth Managers. Mastery of CFP principles not only enhance career prospects but also ensures a high level of service to clients, fostering trust and satisfaction. Professionals seeking to advance their careers and stand out in a competitive field will find this course particularly valuable.

In this intensive 2-days training by The Knowledge Academy offers delegates a comprehensive overview of Financial Planning concepts, practical skills, and best practices. By focusing on key areas such as risk management and retirement planning, delegates will gain actionable insights to apply directly to their roles, improving client interactions and decision-making.

Course Objectives

  • To provide an in-depth understanding of Financial Planning principles and practices
  • To equip delegates with strategies for effective investment management
  • To enhance skills in risk assessment and mitigation
  • To develop proficiency in creating and implementing financial plans
  • To familiarise delegates with regulatory and ethical standards in Financial Planning
  • To offer practical guidance on client relationship management

After completing this Financial Planner Certification Course, delegates will receive a certification that acknowledges their expertise in Financial Planning. This credential will enhance their professional standing and open doors to advanced career opportunities in financial services.

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What’s included in this Certified Financial Planner Course?

  • World-Class Training Sessions from Experienced Instructors
  • Certified Financial Planner Certificate
  • Digital Delegate Pack

Why choose us

Our Bangalore venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Bangalore is situated on the Deccan Plateau in southern India, as well as it being the capital of Karnataka, it is also the highest city with regards to elevation amongst the other larger cities within India. Bengaluru or the Silicon Valley of India as the city is otherwise known, has been recorded as the third highest populated city within India in 2011, with a population of around 8.5 million which has almost doubled since 2001 when it sat at around 4.3 million people. There are some well-known institutions within Bangalore such as the Bangalore University which works with over 300,000 students and is linked to around 500 colleges where students will learn either Science, Commerce or the Arts as well as having the opportunity to be able to do diploma courses. Other well-known national institutes include the University of Agricultural Sciences, Bangalore, Indian Institute of Management, Bangalore, the Indian Statistical institute and International Institute of Information Technology as well as Bangalore Medical College. Bangalore is also home to a number of other universities which include the Indian Institute of Science, University Visvesvaraya College of Engineering, BMS college of Engineering and the Bangalore Institute of Technology. Bangalore has a duty to contribute to the skill development of the population as it plays an important part within India’s educational sector.

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Address

UB City, Vittal
Mallya Road,
Bangalore

Karnataka 560001, 

India

T: +91 8037244591

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Certified Financial Planner Course in Bangalore. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Certified Financial Planner Course in Bangalore, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Certified Financial Planner Course in Bangalore. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Certified Financial Planner Course in Bangalore sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Certified Financial Planner Course in Bangalore FAQs

Please arrive at the venue at 8:45am.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Certified Financial Planner Training Course certification in Bangalore starts from INR44995
The Knowledge Academy is the Leading global training provider for Certified Financial Planner Training Course.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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