Personal Financial Management (Global)

Exam pattern, syllabus, and preparation guide

Personal finance situation - I

Personal finance situation - II

Personal finance situation - III 

Cash flow demand and conflicts - I

Cash flow demand and conflicts - II 

Budget and emergency fund - I

Budget and emergency fund - II 

Budget and emergency fund - III

Budget and emergency fund - IV

Budget and emergency fund - V

Debt and financial alternatives - I

Debt and financial alternatives - II 

Debt and financial alternatives - III

Debt and financial alternatives - IV

Debt and financial alternatives - V

Debt and financial alternatives - VI 

Financial management strategies - I

Financial management strategies - II

Personal Financial Management (India)

Cash management/liquid investment products in India

Source of personal credit/debit in India - I

Source of personal credit/debit in India - II

Credit/debt management - I

Credit/debt management - II

Investment Planning & Asset Management (Global)

Asset classes and securities - I

Asset classes and securities - II

Asset classes and securities - III

Asset classes and securities - IV

Asset classes and securities - V

Asset classes and securities - VI

Asset classes and securities - VII

Pooled investment products

Portfolio Risk & Performance Measures

Fundamental, technical & CAPM approaches

Investment theory

Asset allocation

Wealth management and EBITDA

Behavioral finance

Investment Planning & Asset Management (India)

Indian financial markets

Investment landscape

Investing in the capital market and investment products

Small saving schemes and instruments with sovereign guarantee

Investing in fixed income securities

Evaluation of the ecosystem and client sensitivity in managing the situation

Financial advisory and financial planning

Regulatory Environment, Law & Compliance (India)

Regulatory system & environment

Role of regulators

Acts relevant to corporate entities, securities, and external trade

Consumer grievances redressal

Other acts, statutes, and regulations relevant to financial consumers

Regulation of market intermediaries in financial products

Regulatory Environment, Law & Compliance (Global)

Introduction to the regulatory environment

Legislated "client best interest" requirement

Economic environment and financial advice

Social & political environments

Compliance & Implications

Anti-money laundering

Financial Planning Academy (FPA) is one of India’s leading training institutions in the accounting and finance sector, with over 15 years of experience and more than 500,000 students and professionals trained globally. FPA is an authorized education provider for globally recognized certifications such as CFP®, ACCA, CMA (US), CFA, and CPA (US), and is a Platinum Approved Learning Partner for ACCA and a Gold Approved Learning Partner for CMA (US).

​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 &amp; 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 &amp; 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 &amp; 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 &amp; 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

CFP - Investment Planning Specialist (Level 1)

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