Investment Planning - CFP Certification
Module- CFP
4.59 (100 reviews)
486
students
7 hours
content
May 2017
last update
$44.99
regular price
What you will learn
Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs
Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals
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1205402
udemy ID
5/5/2017
course created date
9/25/2020
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