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Chartered Financial Goal Planner

COURSE DESCRIPTION

The Chartered Financial Goal Planner® (CFGP®) Certificate Program is designed to develop the basic skills required by Wealth Advisors to execute critical functions related to Financial Planning, Goal Planning & Investment Planning to assist their clients to shift from investment planning to comprehensive financial planning. The CFGP® Certification Program provides the Financial Professionals including Wealth Advisors Financial Goal Planning Skills.

CERTIFICATION AWARDED

On successful completion of the program, you would be awarded the professional certification in “CHARTERED FINANCIAL GOAL PLANNER”by AAFM and EduEdgePro.

COURSE COLLATERALS AND HIGHLIGHTS

  • Understand the Financial Planning Process and apply it.
  • Conduct Client Need Analysis and Gather Relevant Client Data
  • Analyze Client Financial Situation and understand the problems in Client’s Financial Situation.
  • Develop appropriate strategies to meet clients financial goals
  • Present a Financial Plan to a Client.
  • Implement a Financial Plan.
  • Understand the Ethical considerations in Financial Planning.
  • Assess risk tolerance and risk bearing ability of a client
  • Gather basic understanding of common investment products.
  • Prepare and analyze Personal Financial Statements.
  • Understand the concept of “Time Value of Money”
  • Calculate basic Time Value of Money calculations.

WHO SHOULD ATTEND

  • Independent Financial Advisor
  • Registered Investment Advisor
  • Bankers
  • Mutual Fund Professional
  • Agents aspiring to start own Advisory Services
  • Distributors aspiring to start own Advisory Services

Fast Facts

  • Certified by : Moody’s Analytics and EduEdgePro
  • Broad Coverage:
  • Personal financial Planning
  • Financial Mathematics
  • Financial Plan Construction

DETAILED CURRICULUM

MODES OF DELIVERY

  • A. E-LEARNING SELF PACED
  • B. AVAILABLE AS CUSTOMISED IN-HOUSE TRAINING

Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organisational goals and objectives. Please contact us for further details

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