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CFP - Investment Planning Specialist (Level 1)

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Course content

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