Description
Course Name: DIPLOMA IN FINANCIAL PLANNING
Course Id: CFP/Q1001.
Education Qualification: 12th Pass.
Course and Exam Fee: 2500.
How You will Get Diploma Certificate:
Step 1- Select your Course for Certification.
Step 2- Click on Enroll Now.
Step 3- Proceed to Enroll Now.
Step 4- Fill Your Billing Details and Proceed to Pay.
Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.
Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.
Step 6- After Payment You will receive Study Material and Online Examination link on your email id.
Step 7- After Completion of Course Study give Online Examination.
Step 8- After Online Examination within 7 days you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign) within 30 days.
Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.
Online Examination Detail:
Duration- 60 minutes.
No. of Questions- 30. (Multiple choice Questions).
Maximum Marks- 600, Passing Marks- 40%.
There is No Negative marking in this module.
Benefits of Certification:
- Government Authorized Assessment Agency Certification.
- Certificate Valid for Lifetime.
- Lifetime Verification of Certificate.
- Free Job Assistance as per your Interest Area.
Or You Can Fill below Enquiry form For Regular Course Training from our Training Centers located in India.
Student Course Enquiry Form:
Syllabus
Diploma in Financial Planning
| Name of Paper | M. Marks | Pass Marks |
| Retirement Planning | 100 | 40 |
| Estate Planning | 100 | 40 |
| Financial Management and Tax Planning | 100 | 40 |
| Personal Risk Management | 100 | 40 |
| Asset Management | 100 | 40 |
| Financial Planning Practice | 100 | 40 |
| Practical | 100 | 40 |
Retirement Planning
Social Security and Capital Needs Analysis, Qualified Pension Plans, Profit Sharing Plans, Stock Bonus Plans & ESOPS, Distributions from Qualified Plans, Installation, Administration, and, Introduction to Financial Management, Planning and Budgeting, Understanding Costs, Capital Budgeting and Long-term Financing, Managing Resources and Obligations Accountability and Control, Financial Analysis, Academic integrity, Business Environment and Domain Knowledge, Critical thinking, Business Analysis, Problem Solving and Innovative Solutions.
Estate Planning
Meaning and Essentials of a Contract, Introduction to Law, Law of Agency, Formation of Companies, Various Acts, Anti-Money Laundering, Hindu Personal Law, Muslim Personal Law, Understand the meaning of contract, Identify the essentials of a valid, Understand the new Companies Act 2013 and its implications, Understand the differences between Companies Act 1956 and Companies Act 2013, Workmen’s Compensation Act, Employees Provident Fund Act, Employees State Insurance Act, Consumer Protection Act, Payment of Gratuity Act, The Negotiable Instrument Act.
Financial Management and Tax Planning
Concept of Tax Planning: Meaning Features Scope, Importance Objective of Tax Planning, Difference between Tax Planning and Tax Evasion, Types of Tax Planning Problems in Tax Planning, Recognized methods of Tax Planning Tax Planning for salaried persons prior to appointment during the service, after retirement Salary Package, Tax Management: Introduction, Difference between Tax Planning and Tax Management Areas of Tax Management, Preparation of Return, Payment of Tax. Advance Payment of Tax Tax Deduction at source etc, Assessment, Procedure Penalties and Prosecutions Appeals and revisions.
Personal Risk Management
What is Risk & Risk Management, What is risk? The risk management process, Enterprise risk management, Objectives of risk management, Review of Probability Theory, Pooling Arrangements & Diversification of Risk, Insurance Companies: Their Organization, Management and Regulation, Insurance Pricing, Legal Doctrines and Contract Provision in Insurance, Property and Liability Risks, Health Insurance, Terrorism and Geopolitical Risk, Emerging Technology Risks, Autonomous (Driverless) Vehicles, Supply Chain Risk, The Sharing Economy.
Asset Management
Asset Management & Strategic Planning Overview, The Asset Manager’s Role, A Day in the Life of an Investment, Ownership Structures & Identifying Investment Partners, The Decision to Acquire Assets, Retaining Property Management & Leasing Services, Pro forma Preparation, Monitoring Performance & Reporting, Strategic Planning & the Decision to Invest in Capital Improvements, On Campus Tour of Capital Investment Projects, The Decision to Dispose of an Asset, Investment Performance in Practice, Prerequisites.
Financial Planning Practice
Understand the importance of financial planning, the financial planning process, and ethical considerations in financial planning; understand the multiple areas of comprehensive financial planning including: cash management, taxation, insurance, retirement, investments, and estate planning, Introduction to Financial Planning / Communication, Financial Statements and Ratio Analysis, The Time Value of Money, Regulations and Consumer Laws/ Debt & Credit Management, Risk Management Process: Auto/Home insurance, Income Tax Planning.