The study and research of different fields of certified financial planning
Summary :
Table of Contents
- Introduction to problem
- Introduction to CFP
- CFP module description
- Module 1:Introduction to financial planning
- Module 2: Risk management and insurance planning
- Module 3: Retirement planning and employee benefits
- Module 4: Investment planning
- Module 5: Tax planning and estate planning
- Module 6: Financial plan construction
- Relationship with the economy
- Fields where there is a need of financial planners
- Importance
- Scope of the study
- Financial planning as a carrer
- The benefits of CFP certification
- CFP's mounting position
- Use of CFP tag
- Financial planning
- Data analysis and interpretation
- SWOT analysis
- Recommendations
- Conclusions
- Bibliography
- Questionnaire
Abstract
You may have come across the term 'financial planning' and wondered what it means. You may have decided work on your own financial plan but you're not sure how. Or you may feel it's time you went to a financial Planner for some professional advice. Whatever your situation, the following information can help you decide what's right for you.
This section explains financial planning and its benefits. It describes what you should expect and highlights the importance of your role in the financial planning process. The answers to some common questions about financial planning are also provided.
These six modules, in-depth curriculum provides equal emphasis on all financial disciplines, including the financial planning process, risk management, investment planning, tax planning, retirement planning and estate planning. The program is practical and client-based, incorporating real-life situations that promote immediate professional application.
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