Investing in the capital market and investment products

CFP - Investment Planning Specialist (Level 1)

    Lesson 1: Personal Financial Management (Global)

    1. Exam pattern, syllabus, and preparation guide

    5 mins

    2. Personal finance situation - I

    30 mins

    3. Personal finance situation - II

    40 mins

    4. Personal finance situation - III

    38 mins

    5. Cash flow demand and conflicts - I

    35 mins

    6. Cash flow demand and conflicts - II

    29 mins

    7. Budget and emergency fund - I

    21 mins

    8. Budget and emergency fund - II

    33 mins

    9. Budget and emergency fund - III

    45 mins

    10. Budget and emergency fund - IV

    30 mins

    11. Budget and emergency fund - V

    10 mins

    12. Debt and financial alternatives - I

    24 mins

    13. Debt and financial alternatives - II

    1 hr

    14. Debt and financial alternatives - III

    45 mins

    15. Debt and financial alternatives - IV

    21 mins

    16. Debt and financial alternatives - V

    11 mins

    17. Debt and financial alternatives - VI

    29 mins

    18. Financial management strategies - I

    39 mins

    19. Financial management strategies - II

    40 mins

    Lesson 2: Personal Financial Management (India)

    1. Cash management/liquid investment products in India

    33 mins

    2. Source of personal credit/debit in India - I

    27 mins

    3. Source of personal credit/debit in India - II

    26 mins

    4. Credit/debt management - I

    19 mins

    5. Credit/debt management - II

    48 mins

    Lesson 3: Investment Planning & Asset Management (Global)

    1. Exam pattern, syllabus, and preparation guide

    3 mins

    2. Asset classes and securities - I

    28 mins

    3. Asset classes and securities - II

    30 mins

    4. Asset classes and securities - III

    14 mins

    5. Asset classes and securities - IV

    24 mins

    6. Asset classes and securities - V

    1 hr

    7. Asset classes and securities - VI

    42 mins

    8. Asset classes and securities - VII

    12 mins

    9. Pooled investment products

    41 mins

    10. Portfolio Risk & Performance Measures

    1 hr

    11. Fundamental, technical & CAPM approaches

    1 hr

    12. Investment theory

    16 mins

    13. Asset allocation

    55 mins

    14. Wealth management and EBITDA

    7 mins

    15. Behavioral finance

    28 mins

    Lesson 4: Investment Planning & Asset Management (India)

    1. Indian financial markets

    30 mins

    2. Investment landscape

    20 mins

    3. Investing in the capital market and investment products

    24 mins

    4. Small saving schemes and instruments with sovereign guarantee

    11 mins

    5. Investing in fixed income securities

    9 mins

    6. Evaluation of the ecosystem and client sensitivity in managing the situation

    11 mins

    7. Financial advisory and financial planning

    20 mins

    Lesson 5: Regulatory Environment, Law & Compliance (India)

    1. Regulatory system & environment

    5 mins

    2. Role of regulators

    17 mins

    3. Acts relevant to corporate entities, securities, and external trade

    28 mins

    4. Consumer grievances redressal

    8 mins

    5. Other acts, statutes, and regulations relevant to financial consumers

    3 mins

    6. Regulation of market intermediaries in financial products

    8 mins

    Lesson 6: Regulatory Environment, Law & Compliance (Global)

    1. Introduction to the regulatory environment

    14 mins

    2. Legislated "client best interest" requirement

    7 mins

    3. Economic environment and financial advice

    24 mins

    4. Social & political environments

    16 mins

    5. Compliance & Implications

    10 mins

    6. Anti-money laundering

    11 mins

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