CFP® Course Curriculum: What You’ll Learn in Financial Planning Education | EduPristine

Welcome back learners to another blog post focusing on CFP® Course Curriculum: What You’ll Learn in Financial Planning Education. In this blog post we will be focusing on the specialist certifications & key subjects and lastly the CFP® course provided by EduPristine. So, let’s dig right into this blog.

Specialist Certifications & Key Subjects / Modules

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FPSB® Investment Planning Specialist

FPSB® Investment Planning Specialist is the first specialist certification in the FPSB® Investment Planning Specialist Here student(s) will be equipped with skills necessary to advise clients about their investments. The core subjects / modules are below:

• Personal Financial Management: This module focuses on evaluation and collection of client information and further helping them with managing their finances and achieving goals efficiently. Furthermore, student(s) will also learn how to cater to each client depending on their income, goals and much more leading to creating a tailored strategy.
• Investment Planning and Asset Management: An overview of national and international financial institutions, as well as other elements that affect investment planning, including the stock market, asset classes, and securities, are given in the Investment Planning and Asset Management module. This module equips an student(s) with developing personal risk profile for clients & how to interview them. Moreover, this module covers various aspects of computing expected returns.
• Regulatory Environment, Compliance and Law: As the name of the module suggests that this module will be all about legislation and regulations. This module will equip students about various regulatory bodies, and varying economic, social and political environments.

FPSB® Retirement and Tax Planning Specialist

FPSB®Retirement and Tax Planning Specialist is the second specialist certification in the Certified Financial Planning (CFP®) Course. Here student(s) will learn about retirement and tax planning to help clients with effective strategies. The core subjects / modules are below:

• Retirement Planning: In the initial stages of this module student(s) will be equipped with identifying their clients’ needs and requirements. Then move to learning how wealth can be accumulated and withdrawn during the retirement years. Moreover, various factors are taken into consideration. A few of them are risk tolerance, risk capacity, impact of public and private retirement plans and much more.
• Tax Planning: this module focuses on equipping students with various tax strategies to further apply to their clients’ financial goals. Not only this but this module consists of ways tax can be minimized at global and local levels.

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FPSB® Risk and Estate Planning Specialist

FPSB® Risk and Estate Planning Specialist is the third specialist certification in the Certified Financial Planning (CFP®) Course. Here student(s) possess the knowledge to assist clients in safeguarding their financial security and effectively transferring money. The core subjects / modules are below:

• Risk Management: This module consists of strategies to manage risk, areas of improvement and ways to address risks. Here the student(s) will learn the ability to assess current insurance coverage and how it meets the client’s objectives for risk management. Lastly, via proper risk management, student(s) should be able to create a variety of plans to safeguard the client’s financial security.
• Estate Planning: The topics of estate preparation and how a person wishes to manage their legacy will be covered for student(s). Estate planning focuses on much more than just the distribution of assets after one’s life. In fact, it is a critical planning priority. Many aspects of planning and implementation take place well in advance, even though estate planning helps individuals prepare for the future. Beyond the legalities of drafting a will, this subject also explores the emotional intelligence and sensitivities involved in managing this important process.

FPSB® Integrated Financial Planning Course

Upon obtaining all three Specialist Certifications, candidates can enroll in the Integrated Financial Planning course, which includes two stages: Financial Plan Assessment and the CFP® Exam. The program helps participants create plans that help clients achieve their financial and personal goals by utilizing the insights obtained from FPSB’s specialized courses. The core subjects / modules are below:

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• Financial Planning Process, Principles and Practice: The financial planning process, practice standards, professional skills, client characteristics, client engagement, and communication components of financial planning is what this module consists of.
• Engaging Clients in the Financial Planning Process: This module explores the human aspects of financial planning, which can occasionally lead to the uncertainties and challenges that come with it. Candidates should have a practical understanding of the relationship that exists between a financial advisor and their client through this module.
• Developing Effective Financial Plans: Through this module, student(s) will get a grasp of how a financial planner would use the financial planning process to create and deliver a workable financial plan in the context of a client engagement. Here student(s) will understand the importance of professional standards of practice and further will also be able to identify and use professional skills to improve communication. Lastly, student(s) will learn how behavioral, and client traits might influence financial planning suggestions.

(Certified Financial Planner) CFP® Course Offered by EduPristine

EduPristine has newly launched the CFP® Certification Course. EduPristine, an Authorized Education Provider (AEP) of FPSB India, offers comprehensive training for the CFP® Program. EduPristine provides exclusive study material offered by the Financial Planning Standards Board (FPSB). EduPristine provides Live Virtual Classes (LVC) enabling students to study on a flexible schedule. The faculty here is top-notch, which means we have industry experts to teach. Along with that a learner has 24/7 access to the Learning Management System (LMS). Not only does EduPristine help with technical skills and various other accounting & finance courses but also, we provide soft skills training and career support services post exams.

Conclusion

Here we come towards the end of this blog post. By now if you are eager to know about the CFP® Certification you can click on the hyperlink here . If you’re interested in how our courses have made a difference, take a look at thetestimonials that highlight their impact. You can reach out to the team about any queries regarding CFP® eligibility, CFP® course syllabus, CFP® course fees and much more by clicking on the handles below. Until then Keep Learning, Keep Growing.