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CFP - Fastrack Pathway (Jun-2024)--

Home > CFP - Fastrack Pathway (Jun-2024)--
CFP - Fastrack Pathway (Jun-2024)--
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About the Instructor
Deepika Kafaltiya

Deepika Kafaltiya

Courses
Deepika Kafaltiya
CFP - Module 1 - Investment Planning Specialist Module (Dec 2024)

Deepika Kafaltiya
More Detail
Deepika Kafaltiya
CFP - Fastrack Pathway (Dec-2024)

Deepika Kafaltiya
More Detail

Orientation : Orientation

Lecture 01 : CFP Lecture 01

Lecture 02 : Real Rate Of Return

Lecture 03 : Nominal And Effective Rates Concept

Lecture 04 : NPV, XIPR, IRR

Lecture 05 : Loan Concept And Numericals

Lecture 06 : Bond Concept

Lecture 07 : Bond Numericals

Lecture 08 : Insurance Planning Practice - 1

Lecture 09 : Insurance Planning Practice - 2

Lecture 10 : Insurance Planning - 3

Lecture 11 : Insurance Planning - 4

Lecture 12 : General Discussion On Exam And Career After CFP

Lecture 13 : Exam Guide & Gurpreet Case Study

Lecture 14 : Rahul Sarita Case study-1

Lecture 15 : Rahul Sarita Case study-2

Lecture 16 : Rahul & Sarita Case Study - 3

Lecture 17 : Doubt Clearing And Rahul Sarita Case Study

Lecture 18 : Variable Rate Questions

Lecture 19 : Discussion On Asset Allocation And Financial Planning

Lecture 20 : Tax Planning, Income from Salary

Lecture 21 : IFS - Allowances & Prerequisites

Lecture 22 : CFP Lecture 22

Lecture 23 : CFP Lecture 23

Lecture 24 : Deductions 80c-80u

Lecture 25 : IFOS, Presumptive Taxation, Tax Slab

Lecture 26 : Urvashi Case Study

Lecture 27 : Estate Planning

Lecture 28 : Estate Planning - 2

Lecture 29 : Investment Planning

Lecture 30 : Doubts Clearing And Investments Planning

Lecture 31 : New Case Study Questions

Lecture 32 : Additional Questions From FPSB

Lecture 33 : CFP Lecture 33

Lecture 34 : Case study practice -2

Lecture 35 : Rahat Case Study Practice - 3

Lecture 36 : Rajat And Mahesh Case Study

Lecture 37 : CFP Lecture 37

Lecture 38 : Financial Plan