CFP - Investment Planning Specialist (Level 1)

​This course is designed to prepare students for the CFP – Investment Planning Specialist (Level 1) certification, offering a comprehensive introduction to personal financial planning, investment strategies, and regulatory frameworks. Covering both Indian and global financial landscapes, it provides in-depth knowledge of budgeting, debt management, asset classes, portfolio risk, and compliance standards. With a focus on practical applications and client-focused planning, this course builds a strong foundation for future financial advisors, wealth managers, and investment professionals.

In Lesson 1, Personal Financial Management (Global), you will learn how to assess personal financial situations, manage cash flow, create effective budgets, and explore debt and financial alternatives to make informed financial decisions.

In Lesson 2, Personal Financial Management (India), you will understand cash management tools, liquid investment options, and credit systems specific to India, along with key strategies for personal credit and debt management.

In Lesson 3, Investment Planning & Asset Management (Global), you will explore asset classes, pooled investments, portfolio risk measures, and investment theories, while gaining insights into behavioral finance, asset allocation, and wealth strategies.

In Lesson 4, Investment Planning & Asset Management (India), you will gain knowledge of the Indian financial markets, investment products, fixed-income instruments, and advisory practices tailored to India’s financial ecosystem.

In Lesson 5, Regulatory Environment, Law & Compliance (India), you will learn about India’s financial regulatory system, key legal acts, consumer protection laws, and how market intermediaries are governed.

In Lesson 6, Regulatory Environment, Law & Compliance (Global), you will understand global compliance principles, AML regulations, and how social, political, and economic factors influence financial advice and client interests.

Course Highlights :

- Basics of personal finance, budgeting, debt, and cash flow management
- Key asset classes, investment theories, and portfolio risk management
- Essentials of behavioral finance, wealth management, and asset allocation
- Legal, regulatory, and compliance frameworks in India and worldwide
- Overview of financial products and liquid investments globally and in India
- Practical insights into financial advisory, compliance, and client-focused practices

Who is this course for :

- Aspiring Certified Financial Planners (CFPs) starting their journey
- Finance professionals looking to specialize in investment planning
- Wealth managers and advisory professionals seeking global and India-specific expertise
- MBA and commerce students interested in personal finance and investment roles
- Individuals preparing for financial planning certifications
- Anyone seeking structured knowledge to build or grow a career in financial services