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CFP - Module 1 - Investment Planning Specialist Module - (Feb 2024)-

Home > CFP - Module 1 - Investment Planning Specialist Module - (Feb 2024)-
CFP - Module 1 - Investment Planning Specialist Module - (Feb 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
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Lecture 01 : Basics of Financial Planning & MS Excel

Lecture 02 : CFP Lecture 02

Lecture 03 : Personal Finance Management

Lecture 04 : IRR NPV Budget & Emergency Fund

Lecture 05 : Debt And Financial Management Strategies

Lecture 06 : Asset Classes And Securities

Lecture 07 : Principles Of Investment Risk

Lecture 08 : Standard Deviation Covariance

Lecture 09 : Bonds Beta and Alpha

Lecture 10 : Investment Theory And Mutual Fund - 1

Lecture 11 : Investment Theory And Mutual Fund - 2

Lecture 12 : Valuation Of Property, Time Weighted & Money Weighted Return

Lecture 13 : Numerical On Asset Allocation, Concept Of Effective And Nominal Rate & Importance Of Financial Calculator

Lecture 14 : Ebitda & DCF Methodology

Lecture 15 : Derivatives And Systematic Investments

Lecture 16 : CFP Lecture 16

Lecture 17 : CFP Lecture 17

Lecture 18 : Nominal And Effective Rates Concept

Lecture 19 : Bond Practice Questions

Lecture 20 : Workbook Practice - Loan Questions

Lecture 21 : TVM Workbook Practice

Lecture 22 : Standard Deviation, Correlation, Covariance Practice

Lecture 23 : Bond Practice Questions

Lecture 24 : Workbook Practice & Exam Prep

Lecture 25 : Workbook & FPSB Practice Test

Lecture 26 : Practice Sums & Exam Strategy