RIFM Books for CFP Certification

CFP Certification Modules —Study Notes (Detailed Study notes as per FPSB syllabus)

Cost Rs. 1000 Per Module

  1. Introduction to Financial Planning
  2. Investment Planning
  3. Risk Analysis & Insurance Planning
  4. Retirement Planning Employees Benefits
  5. Tax Planning & Estate Planning (AY 2010-11)
  6. Tax Planning & Estate Planning (AY 2011-12) 

CFP Certification Modules —Practice Books(about 800 Questions per Module)

Cost Rs. 1000 Per Module

  1. Introduction to Financial Planning
  2. Investment Planning
  3. Risk Analysis & Insurance Planning
  4. Retirement Planning Employees Benefits
  5. Tax Planning & Estate Planning (AY 2010-11)
  6. Tax Planning & Estate Planning (AY 2011-12) 

CFP Certification —Advance Financial Planning Module/Challenge Status Program (Available for AY 2010-11 and AY 2011-12)

Cost Rs. 5000/- includes

    1. Study Notes Advanced Financial Planning (Part 1)

    2. Study Notes Advanced Financial Planning (Part 2)

    3. Practice Book Advanced Financial Planning (Part 1)

    4. Practice Book Advanced Financial Planning (Part 2) Case  Studies

    5. Practice Book Advanced Financial Planning (Part 2) Case Studies,including five cases given on FPSB website with expected questions.

    6. CD containing Solutions of Case Studies in Xls format.