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Certified Financial Planning Certification Modules (Set of 5 Books) (Paperback, IMS Proschool)
Certified Financial Planning Certification Modules (Set of 5 Books) is a useful book for graduate and post graduate students who wish to pursue a career in financial planning and wealth management. It is also helpful for professionals working in banks, dealing with mutual funds, insurance and brokerage companies.
About IMS Proschool
IMS Proschool was initiated by IMS with a set goal for people to build a long term successful career. Proschool was started off to extend and refine this mission. They provide practical skills and knowledge at an affordable cost. This is done in the shortest time possible.
IMS Proschool is associated with NSE India and is India’s largest certification provider of Financial Modeling. They are also associated with Tata McGraw Hill.
This Boxset Include These Titles
About CFPCM Certification:
Certified Financial PlannerCM is among the fastest growing careers in the world. In India, the international CFPCM certification is awarded by the Financial Planning Standards Board of India (FPSB India). The CFPCM certification is rated as a Gold Standard and will get its holder an acceptance and recognition across a range of financial organizations in 22 countries around the World.
Modules in CFPCM Certification:
- Introduction to Financial Planning
- Risk Management and Insurance Planning,
- Retirement Planning and Employee benefits
- Investment Planning,
- Tax Planning are the courseware to prepare you for the financial planning career as well as helping you to clear CFPCM Certification Exam.
Who Should Read This Book?
- This book is meant for:
- Independent financial planner/advisor who want to take his/her service to the next level and want to provide holistic financial planning for his/her client.
- Professionals working in banks/mutual fund/ insurance and brokerage companies.
- Graduate and post graduate students who want to make career in the field of financial planning and wealth management
- Individuals who want to do financial planning for themselves or want to start advisory in future
1.) Introduction to Financial Planning: Module 1
Introduction to Financial Planning is one of the modules of CFPCM certification Exam. It covers topics such as components of financial planning, environment of a financial planner and mathematical skills required for the financial profession.
Table of Contents
Preface
Acknowledgement
About Financial Planning
Your Roadmap to CFPCM Certification Exam
How to Use IMS Proschool Study Material?
1 Financial Planning
2 Gathering Client Data and Determining Goals and Expectations
3 Analyze Client Objectives, Needs and Financial Situation
4 Developing Appropriate Strategies and Presenting the Financial Plan
5 Implementing the Financial Plan
6 Monitoring the Financial Plan
7 Ethical and Professional Considerations in Financial Planning
8 Cash Flow Planning
9 Budgeting
10 Personal Use Asset Management
11 Personal Financial Statement
12 Financial Planning Mathematics
13 Economic Environment and Indicators
14 Forms of Business Ownership
15 Ways of Taking Title to Property
16 Legal Aspects of Financial Planning
List of Reference Books and Websites
2.) Risk Management and Insurance Planning
Risk Management & Insurance Planning is one of the modules of CFPCM Certification Exam. It covers topics such as the method of identifying risk, the various risk control processes, risk transfer mechanisms, estimating life insurance needs and extensive study of insurance products.
Table of Contents
Preface
Acknowledgement
About Financial Planning
Your Roadmap to CFPCM Certification Exam
How to Use IMS Proschool Study Material?
1 Introduction to Risk Management
2 Risk and Insurance
3 Risk Management Process
4 The Principles of Insurance
5 The Insurance Contract
6 Legal Liability
7 Identification of Risk Exposures
8 Personal Property and Liability Insurance Products in General Insurance
9 Estimating Life Insurance Needs
10 Life Insurance Policy Analysis
11 Life Insurance Policy Selection
12 Annuities
13 Health Insurance and Products
14 Insurance of Business Risk and Available Products in India
15 Implementing and Reviewing Client’s Insurance
16 Government Regulations of Insurance
17 Pricing of Insurance
18 Insurance Companies
Risk Management and Insurance Planning (Simulated Test 1)
List of Reference Books and Websites
3.) Retirement Planning and Employee benefits
Retirement Planning & Employee Benefits is one of the modules of CFPCM Certification Exam. It covers topics such as basics of retirement planning, defined benefits & contribution, various retirement planning products, estimating retirement needs, risk and return, etc.
Table of Contents
Preface
Acknowledgement
About Financial Planning
Your Roadmap to CFPCM Certification Exam
How to Use IMS Proschool Study Material?
1 Basics of Retirement Planning
2 Wealth Accumulation
3 Types of Plans
4 Defined Benefit
5 Defined Contribution
6 Superannuation and Other Schemes in India
7 Group Schemes
8 Need Estimation
9 Retirement Income Streams
10 Investments and Risk
Retirement Planning and Employee Benefits (Simulated Test 1)
4.) Investment Planning
Investment Planning is one of the modules of CFPCM Certification Exam. It covers topics such as risk and return concepts, measuring investment returns, understanding various assets classes, assets allocation strategies, building investment portfolio etc.
Table of Contents
Preface
Acknowledgement
About Financial Planning
Your Roadmap to CFPCM Certification Exam
How to Use IMS Proschool Study Material?
1 Fundamentals of Investment Planning
2 Investment Risks
3 Measurement of Risk
4 Managing Risks
5 Investment Returns
6 Investment Portfolio
7 Small Savings Schemes
8 Fixed Income Instruments
9 Insurance-based Investments
10 Mutual Funds
11 Equity Market
12 Derivatives
13 Real Estate
14 Other Investments
15 Active and Passive Strategies
16 Asset Allocation
17 Regulation of Financial Planners
18 Investor Portfolio
Investment Planning (Simulated Test 1)
5.) Tax Planning
Tax Planning is one of the modules of CFPCM Certification Exam. It covers topics which are essential for tax planning of an individual such as basics of tax planning, income from salary, capital gain, house property, other sources, etc.
Table of Contents
Preface
Acknowledgement
About Financial Planning
Your Roadmap to CFPCM Certification Exam
How to Use IMS Proschool Study Material?
1 Basic Concept
2 Income Exempt from Tax
3 Residential Status
4 Income from Salary
5 Income from House Property
6 Capital Gains
7 Income from Other Sources
8 Agricultural Income
9 Clubbing of Income
10 Set-off and Carry Forward of Losses
11 Partnership Firm
12 Deductions
13 Tax Deducted at Source
14 Miscellaneous
Tax Planning (Simulated Test 1)
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