Certified Financial Planner (CFP) Syllabus
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2 Years
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Certificate
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Management
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2 Years
Certificate
Management
The syllabus for the Certified Financial Planner (CFP) program is comprehensive and covers various aspects of financial planning and wealth management. Students often study financial planning principles, investment strategies, and risk management. The curriculum typically includes courses on retirement planning, tax planning, estate planning, and insurance planning. Students also delve into topics related to ethics and professionalism in financial planning. The program emphasizes hands-on financial planning and often requires students to complete a comprehensive financial plan as a capstone project. Graduates who successfully complete the program are eligible to become Certified Financial Planners (CFPs) and are well-prepared for careers in financial planning, wealth management, and financial advisory services.
1st Year OR 1st & 2nd Semester Syllabus of Certified Financial Planner (CFP)
| S.no | Subjects |
| 1 | Introduction to Financial Planning |
| 2 | Risk Analysis and Insurance Planning |
| 3 | Retirement Planning and Employee Benefits |
| 4 | Investment Planning |
2nd Year OR 3rd & 4th Semester Syllabus of Certified Financial Planner (CFP)
| S.No | Subjects |
| 1 | Tax Planning & Estate Planning |
| 2 | Advanced Financial Planning |
| 3 | Practical |
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