Course Details

CFP^CM Certification covers six modules as follows :

MODULE I : INTRODUCTION TO FINANCIAL PLANNING

COURSE DESCRIPTION : This module serve as an introduction to Financial Planning. The module would cover the six-step process which includes Financial Planning process, client interactions, time value of money applications, personal financial statements, cah flow and debt management, asset acquisition, education planning, overview of risk management investment planning and retirement planning, special circumstances, plan integration, ethics, and business aspects of Financial Planning.

MODULE II : RISK ANALYSIS AND INSURANCE PLANNING

COURSE DESCRIPTION : This module would cover the knowledge requirements relating to insurance and risk management for a CFP^CM Certification. It introduces students to risk management and insurance decisions in personal Financial Planning. Planning for clients, exposures to mortality, health, disability, property, liability, and long term care risk is emphasized.

MODULE III : RETIREMENT PLANNING AND EMPLOYEE BENEFITS

COURSE DESCRIPTION : This module would cover the knowledge requirements relating to retirement planning and employee benefits for a CFP^CM professional. The emphasis is on the process of wealth creation and the retirement planning and strategies for clients.

MODULE IV : INVESTMENT PLANNING

COURSE DESCRIPTION : This module includes introduction to Investment Planning, Investment vehicles, investment strategies, Regulation of an investment advisor, Application to clients, etc.

MODULE V : TAX & ESTATE PLANNING

COURSE DESCRIPTION : This module would cover the knowledge requirements relating to tax planning and estate planning for CFP^CM professional.

MODULE VI : ADVANCED FINANCIAL PLANNING

COURSE DESCRIPTION : This module builds upon the foundations in Financial planning and the knowledge requirements in Modules II to V to enable the CFP^CM professional to construct a comprehensive Financial plan for a client. Miscellaneous topics are also covered in this module.