Certified Personal Financial Advisor (CPFA) - Certified by SEBI - NISM
How will this Certificate benefit you
- Become a Nationally Certified Financial Advisor, ready to recommend and sell financial products
- Improve your credibility and trust with clients by providing comprehensive financial advise
- Earn more fee-based income from value-added services
- Learn from India’s best CPFA faculty
- Save time and money by learning through self-paced online sessions
Fees Rs.1,900
(all inclusive)
(all inclusive)
What will you learn
- Know the basics of financial advisory, steps in the advisory process, making and implementation of financial plan
- Understand how to evaluate different products, their suitability and how the recommendation of the same can impact investment risks, returns and strategies
- Get oriented to the Income tax, Wealth tax and legalities of Estate planning in personal finance
- Get acquainted with financial planning as an approach to investing, insurance, retirement planning and an aid for advisors to develop long term relationships with their clients
What Jobs does this Certificate prepare me for
- Relationship Manager in various Private and State Banks such as ICICI, Kotak, Indian Bank
- Private Wealth Managers in companies such as ICICI, Citibank, Deutsche Bank
- Mutual Fund Executive in companies such as Reliance Mutual Fund, HDFC, Birla
- Insurance Executive in companies such as ING Life, ICICI Prudential
- Trading Executives in Brokerage firms such as Karvy, Edelweiss, Bonanza
How will you learn
- 100% Online Course that you can watch from anywhere, any number of times
- 23 online interactive videos, quizes and exams - 12 hours of content that can be completed in 3 weeks
- 24 hour email Q&A response from faculty
- Unlimited phone calls with faculty to clear doubts and career advise
- 100% money back guarantee
Course content: All videos below are available to paid members
1. Introduction
Introduction
2. Concept of Financial Planning
Establishing Client Relationship & Understanding Goals
Understanding Clients Goals
Analyzing Current Situation and Developing Financial Strategy
Implementing, Monitoring & Reviewing the Financial Plan
3. Managing Investment Risk
Types of Risk
Measuring Risk - Variance
4. Measuring Investment Returns
Real Return
Time Value of Money
5. Investment Vehicles
Types of Investment Vehicles
Equities, Futures and Options
6. Investment Strategies
Investment Strategies
Covariance, Beta and Correlaton Coefficient
Systematic Investment Plans
7. Insurance Planning
Insurance Planning Basics
Types of Insurance
Insurance Needs Analysis
8. Retirement Planning
Retirement Planning Basics
Retirement Schemes - Defined Benefits and Defined Contribution
Retirement Schemes - Gratuity, PPF, Pension
Retirement Schemes - Annuity, Reverse Mortgage
9. Tax Planning
Tax Planning Basics
Tax Planning - Heads of Income, Tax Slabs
Faculty
Free Sample Videos
Click on any videos below to play
Equities, Futures and Options
Investment Strategies
BINCY
Thank you for your kind reply. I would like to clarify one more question. Savings ratio = Net surplus/Monthly income.
if the savings ratio is 25%. does it mean that the person must save 25% of his monthly income? and the person is already saving x amount from his income, where does it reflect in the savings ratio?
I am confused with this so please help me in understanding this also.
if the savings ratio is 25%. does it mean that the person must save 25% of his monthly income? and the person is already saving x amount from his income, where does it reflect in the savings ratio?
I am confused with this so please help me in understanding this also.
BINCY
net surplus = monthly income - monthly expense
this does not include the monthly savings made every month so how is it taken into consideration?
this does not include the monthly savings made every month so how is it taken into consideration?
