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.
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
Mutual Fund Professional
Agents aspiring to start own Advisory Services
Distributors aspiring to start own Advisory Services
Certified by : Moody’s Analytics and EduEdgePro
Personal financial Planning
Financial Plan Construction
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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