CFP Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Certified Financial Planner Exam




Total 85 training courses and degree programs available around the world.

United States - United Kingdom - Canada - Australia - India

CFP Workshop

Course Format: Classroom
School/Trainer: FinOptions Management Solutions
Training Center(s)/Venue(s): Bhopal, India
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Introduction to Financial Planning

What is overall comprehensive Financial Planning?
The place, role & importance of each module in this process
Holistic approach & code of ethics
Personal/Intra personal communication skills required.


Risk Management & Insurance Planning

Different kinds of risks & how to manage them
How does insurance works?
Doctrines of insurance
How the cost of insurance is determined?
Rating practices in general insurance
How to plan the insurance –Life stage wise?
Case study


Retirement Planning & Employee Benefits

Need for Retirement Planning
How to determine the retirement corpus & planning for it’s achievement
Statutory retirement benefits offered by the Govt and Employees
Mathematical calculation of Gratuity / EDLI / Leave Encashment / EPS 1995 / EPF / PPF
Tax treatment of the above
Group Insurance schemes
OASIS


Investment Planning

Different classes of assets and their characteristics
Liquid Assets & Fixed Interest Earning Securities
Equity/Mutual Funds
Asset Allo... [Read More]

Certified Financial Planner (CFP), Stock Market, NCFM, BCSM, AMFI, Investments Workshop

Course Format: Classroom
School/Trainer: VRIDHI Institute of Financial Services
Training Center(s)/Venue(s): Chennai, India

We are VRIDHI Institute of Financial Services (VIFS), Chennai, an Educational Arm of team VRIDHI headed by Mr.Vivek Karwa, a well known Certified Financial Planner & a Investment Strategist.
www.VRIDHI.co.in

CFP (Certificate)

Course Format: Blended
School/Trainer: The Indian Institute of Financial Planning
Training Center(s)/Venue(s): Kolkata, India

Certified Financial Planner course is available in Classroom as well as Distance Learning mode.

CERTIFIED FINANCIAL PLANNER (CFP)

Course Format: Classroom
School/Trainer: Old Dominion University Executive Development Center
Training Center(s)/Venue(s): Norfolk, United States
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The financial planning industry is one of the fastest growing career fields, and there is strong demand for people with financial planning skills and credentials.
The CERTIFIED FINANCIAL PLANNER?Certification Education Program prepares individuals for success in this demanding but highly rewarding field. The courses in this program cover the areas of expertise that are needed to develop comprehensive, effective financial plans for a variety of individual clients. Those who successfully complete the program are awarded a certificate of completion by Old Dominion University .

This is a career enhancing credential that distinguishes those professionals who have received hands-on training in a university-sponsored program. This educational program is registered with the Certified Financial Planner Board of Standards, Inc. CFP Board is a national regulatory organization whose mission is to benefit the public by fostering the highest professional standards in personal financial planning.

Candidates for the CERTIFIED FINANCIAL PLANNER?Certification Education Program must hold a baccalaureate degree. Applicants include CPA’s, CPU’s, CLU’... [Read More]

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: University of Calgary Continuing Education
Training Center(s)/Venue(s): Calgary, Canada
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The University of Calgary and ADVOCIS (www.advocis.ca and www.advociscalgary.ca) have partnered to offer an education program approved by the Financial Planners Standards Council (FPSC). Upon completion of the approved education program you qualify to write the Certified Financial Planner?(CFP? Examination, set and administered by FPSC. All licensing of the designation is through FPSC.

Advocis provides comprehensive and rigorous education training in pursuit of a credential that identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. The Financial Planners Standards Council (FPSC) awards the Certified Financial Planner credential to individuals who have met its educational requirement, passed FPSC’s CFP Examination, completed the work experience requirement and agree to abide by the CFP?Code of Ethics. (www.cfp-ca.org)

In addition, upon completion of all four courses, 100 transfer credit hours may be applied to a Management Certificate Program.

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