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Investment Planning - CFP Certification

Module- CFP

4.25 / 5.0
16 students7 hours 8 minutes

Created by International College of Financial Planning, offered on Udemy

bestcourses score™

Student feedback

3/10

To make sure that we score courses properly, we pay a lot of attention to the reviews students leave on courses and how many students are taking a course in the first place. This course has a total of 16 students which left 2 reviews at an average rating of 4.25, which is below the average.

Course length

9/10

We analyze course length to see if courses cover all important aspects of a topic, taking into account how long the course is compared to the category average. This course has a length of 7 hours 8 minutes, which is pretty short. This might not be a bad thing, but we've found that longer courses are often more detailed & comprehensive. The average course length for this entire category is 2 hours 31 minutes.

Overall score

3.7/10

This course currently has a bestcourses score of 3.7/10, which makes it an below average course. Overall, there are most likely better courses available for this topic on our platform.

Description

This module would cover the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces students to various concepts and regulatory environment of insurance in India. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.

What you will learn

  • Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
  • Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
  • Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
  • Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
  • Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals

Requirements

  • A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
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Frequently asked questions

  • Price: $54.99
  • Platform: Udemy
  • Language: English
  • 7 hours 8 minutes
Investment Planning - CFP Certification thumbnail

bestcourses score: 3.7/10

There are most likely better courses available for this topic.