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CFIPP - Certified Finance and Investment Planning Professional
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Unit 1: Introduction to Financial Planning
Overview of Financial Planning
Key Concepts of Financial Planning
Role of Financial Planning in Business
Unit 2: Investment Instruments
Stocks and Bonds
Mutual Funds and ETFs
Alternative Investments
Unit 3: Risk Management in Financial Planning
Inflation Risk
Market Risk
Liquidity Risk
Unit 4: Insurance Planning
Life Insurance
Disability Insurance
Long-Term Care Insurance
Unit 5: Tax Planning
Tax Laws and Regulations
Tax-efficient Investment Strategies
Estate Taxation
Unit 6: Estate Planning
Estate Planning Fundamentals
Wealth Transfer Techniques
Trusts and Charitable Giving
Unit 7: Retirement Planning
Retirement Income Needs
Social Security
Retirement Planning Strategies
Unit 8: Investment Strategies
Value Investing
Growth Investing
Income Investing
Unit 9: Asset Allocation
Asset Allocation Fundamentals
Diversification
Modern Portfolio Theory
Unit 10: Portfolio Management Techniques
Investment Valuation
Risk Management
Performance Measurement
Unit 11: Behavioral Finance
Cognitive Biases
Emotional Investing
Investor Psychology
Unit 12: Capstone Project
A hands-on project for the certification
A comprehensive financial plan with investment strategies, risk management, and retirement planning
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CFIPP - Certified Finance and Investment Planning Professional
Summary
CFIPP - Certified Finance and Investment Planning Professional
Skill Level
:
Beginner