Online Training Course on Certified Financial Planner - Regular Pathway (CFP<sup>CM</sup> Regular Pathway)
CFPCM Regular Pathway
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Course Offerings
  211 lecture topics
  97+ hours of video lectures
  5+ practise tests with solutions
  Interactive discussion forum
  WhatsApp group for Brainstorming
  4+ course files
Special Add-ons (Free with Course)
Mock Exams for Certified Financial Planner - Regular Pathway (CFP<sup>CM</sup> Regular Pathway)
Mock Exams
4 Online Simulator Exams of 77 Questions each
Question Bank for Certified Financial Planner - Regular Pathway (CFP<sup>CM</sup> Regular Pathway)
Question Bank
~1900 questions with solutions
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Flash Card for Certified Financial Planner - Regular Pathway (CFP<sup>CM</sup> Regular Pathway)
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Quick Reckoner covering key course highlights and important pre-exam reads
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Courseware for Certified Financial Planner - Regular Pathway (CFP<sup>CM</sup> Regular Pathway)
Courseware
Presentation used in the videos lectures in an ebook reader format
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Stratagem Financial School are Authorized Education Partner of FPSB India logo for Certified Financial Planner (CFP) Certification Course


This Online Training Course on Certified Financial Planner or CFPCM Certification is delivered by Stratagem Financial School, a FPSB India Authorized Education Partner for CFPCM Certification

CFPCM is an International Certificate Programme in the fast growing and lucrative field of Financial Planning, Financial Advisory and Wealth Management Services. This programme is Rated as Gold Standard in Financial Planning.

This course is best suited for candidates taking the CFPCM certification exam in India.

This Course includes over 40 solved FPSBI case studies (latest ones and previous years)
Did You Know?
Curriculum
I
Introduction to Financial Planning
1 Exam Structure Modules 1-4 28:52
2 Introduction to Financial Planning 12:37
3 Need for Financial Planning 08:29
4 Scope and Benefits of Financial Planning 07:27
5 Financial Process Planning 25:24
6 Assessment of Risk and Client Behaviour Preview 11:11
7 Summary 01:33
8 Financial Markets 38:35
9 Debt Management 20:40
10 Cash Planning and Budgeting 23:38
11 Forms of Business Ownership 27:55
12 Behavioral Finance 48:38
13 Economic Indicators 42:42
14 Summary 02:07
15 Time Value of Money 12:21
16 Simple Interest 10:38
17 Compound Interest Preview 06:29
18 Future Value 05:12
19 Present Value 15:29
20 Nomial and Effective Rate of Return 16:20
21 Real rate of Return 07:08
22 Compounded Annual Growth Rate 14:01
23 Internal Rate of Return 23:56
24 Tax Adjusted and Taxable Equivalent Return 06:57
25 Concept of Doubling Money 05:02
26 Summary 03:07
27 Single Cash Flows 01:04:37
28 Regular Cash Flows-Part 1 49:41
29 Regular Cash Flows-Part 2 Preview 01:04:21
30 Irregular Cash Flows 38:57
31 Summary 01:28
32 Mortgage 03:34
33 Amortization 52:51
34 Home Equity 12:09
35 Reverse Mortgage 06:31
36 Re-financing of Loan 06:44
37 Summary 01:37
38 Personal Financial Statement 22:55
39 Liquidity Ratio 07:28
40 Ratios 09:05
41 Investment Assets to Net Worth Ratios 11:10
42 Summary 02:34
43 Code of Ethics 24:52
44 CFP Certification 10:58
45 Summary 01:28
46 Contracts 07:36
47 Negotiable Instruments 20:02
48 Torts 10:38
49 Agency 04:27
50 Consumer Protection 05:57
51 Investor Protection 16:39
52 Summary 00:57
II
Risk Analysis and Insurance Planning
53 Introduction to Risk Analysis 30:00
54 Types of Risk 24:41
55 Risk Management 22:06
56 Insurance 36:13
57 Summary 03:28
58 Requirement of an Insurance Contract 01:05:32
59 Representation and Warranty 07:10
60 Legal Characteristics of Insurance Contract 20:29
61 Re-Insurance 47:53
62 Summary 03:52
63 Products of Insurance 34:40
64 Endowment Plans 22:12
65 Childrens Deferred Assurance Plans 16:04
66 Annuities 13:58
67 Riders 06:35
68 Documents and Underwritings 06:27
69 Agents Confidential Report 22:06
70 Summary 02:50
71 Policy Terms and Conditions 01:07:29
72 Claims 48:34
73 Group Insurance 08:52
74 Rural and Social Sectors 04:58
75 Summary 02:15
76 Regulations 30:57
77 Cost of Insurance 02:13
78 Methods 10:06
79 Summary 01:52
80 Amount of Insurance 01:01:30
81 Insurance Related Statistical Measures 05:53
82 Life Insurance Coverage Ratio 03:38
83 Tort 09:41
84 Summary 01:29
85 General Insurance-Part 1 55:35
86 General Insurance-Part 2 19:49
87 Property Insurance 01:20:54
88 Personal Insurance 50:06
89 Summary 15:54
III
Retirement Planning and Employees Benefits
90 Introduction to Employee Benefits 03:53
91 Defined Benefits Plan 07:05
92 Employee Benefits Schemes Gratuity 48:15
93 Employee Benefits Schemes Leave Salary 28:51
94 Employee Benefit Schemes V R S 11:31
95 Employee Benefits Schemes Retrenchment Compensation 08:06
96 Computation Under Defined Benefits Plan 03:29
97 Defined Contribution Plans 08:06
98 Employee Contribution Schemes 26:48
99 Pension 58:40
100 Summary 01:29
101 Introduction to Retirement Planning 39:25
102 Retirement Planning Need Analysis 52:56
103 Revision of Cash Flows 01:11:05
104 Retirement Planning Cash Flows 01:13:17
105 Steps in Retirement Planning 01:21:49
106 Retirement Planning Practice Problems-Part 1 41:53
107 Retirement Planning Practice Problems-Part 2 40:51
108 Retirement Planning Practice Problems-Part 3 19:31
109 Summary 02:56
110 Public Provident Fund 35:56
111 Post Office Schemes 19:32
112 New Pension Scheme 38:42
113 Pension Schemes 45:54
114 Reverse Mortgage 20:39
115 Summary 01:21
116 Pension Sector Reforms 06:51
117 Demographic Transition 05:21
118 Current Scenarios 06:18
119 Project OASIS 09:17
120 PFRDA 03:40
121 Pension Bill 11:21
122 Summary 01:01
IV
Investment Planning
123 Investing Fundamentals-Part 1 52:53
124 Investing Fundamentals-Part 2 01:05:50
125 Investing Fundamentals-Part 3 17:40
126 Risk and Return 09:30
127 Measurement of Return and Risk 27:04
128 Measurement of Return and Risk-Part 2 26:32
129 Portfolio Theory-Part 1 59:04
130 Portfolio Theory-Part 2 46:07
131 Summary 07:13
132 Whole Sale Debt Market-Part 1 01:08:22
133 Whole Sale Debt Market-Part 2 01:08:59
134 Investment Planning Equities 01:07:13
135 Summary 06:40
136 Certain Market Terminology 13:46
137 Mutual Fund 50:16
138 CAPM 01:08:24
139 Derivatives 15:31
140 Application of Futures-Part 1 41:15
141 Application of Futures-Part 2 51:03
142 Summary 03:53
143 Post Office Schemes 49:09
144 Real Estate 01:01:31
145 Calcualtions Relating to IP 01:16:05
146 Summary 03:18
V
Tax Planning and Estate Planning
147 Tax Planning and Estate Planning Basic Concepts 46:32
148 Residential Status 31:10
149 Scope of Income- Part 1 01:30:36
150 Scope of Income- Part 2 01:24:13
151 House Propert Income 58:21
152 Profits and Gains from business 45:49
153 Capital Gains- Part 1 01:05:30
154 Capital Gains- Part 2 48:36
155 Income from other sources 21:28
156 Other Factor of Tax Planning 54:17
157 Tax Planning Summary - Part 1 32:22
158 Tax Planning Summary - Part 2 31:22
159 Tax Planning Summary - Part 3 22:52
160 Tax Planning Summary - Part 4 16:54
161 Estate Planning - Part 1 09:06
162 Estate Planning - Part 2 37:22
163 Estate Planning - Part 3 22:35
164 Estate Planning - Part 4 24:50
165 Estate Planning - Part 5 30:59
166 Summary 24:17
VI
Advanced Financial Planning
167 Advanced Financial Planning 12:48
168 Amortization 01:05:36
169 Patterns in Corpus Calculation- Part 1 40:10
170 Patterns in Corpus Calculation- Part 2 01:11:17
171 Patterns in Corpus Calculation- Part 3 01:18:27
172 PPF Calculations 01:08:26
173 Summary 01:58
VII
Case Analysis (Older FPSBI Cases)
174 Case 1-Part 1 01:23:46
175 Case 1-Part 2 38:36
176 Case 1-Part 3 01:19:29
177 Case 2-Part 1 01:02:18
178 Case 2-Part 2 52:07
179 Other Cases - Part 1 57:18
180 Other Cases - Part 2 27:59
181 Other Cases - Part 3 30:41
182 Other Cases - Part 4 25:34
183 Other Cases - Part 5 17:24
184 Other Cases - Part 6 26:17
185 Other Cases - Part 7 29:09
186 Other Cases - Part 8 22:10
187 Other Cases - Part 9 28:13
188 Other Cases - Part 10 32:07
189 Other Cases - Part 11 29:14
190 Other Cases - Part 12 31:30
191 Other Cases - Part 13 32:50
  Case Studies Document  
  Working Notes  
VIII
Additional Case Analysis (Latest FPSBI Cases)
192 Case 1 - Part 1 10:16
193 Case 1 - Part 2 23:29
194 Case 1 - Part 3 23:43
195 Case 1 - Part 4 32:47
196 Case 1 - Part 5 33:02
197 Case 1 - Part 6 29:20
198 Case 1 - Part 7 19:54
199 Case 1 - Part 8 28:11
200 Case 1 - Part 9 16:41
201 Case 1 - Part 10 14:41
202 Case 1 - Part 11 30:31
203 Case 2 - Part 1 10:15
204 Case 2 - Part 2 35:23
205 Case 2 - Part 3 31:20
206 Case 2 - Part 4 12:37
207 Case 2 - Part 5 15:56
208 Case 2 - Part 6 18:57
209 Case 2 - Part 7 21:56
210 Case 2 - Part 8 17:36
211 Other Cases 24:06
  Key highlights of Financial Budget 2015 (applicable for CFP exam till March'17)  
  Key highlights of Financial Budget 2016 (applicable for CFP exam from April'17)  
  CFP Test 1  
  CFP Test 2  
  CFP Test 3  
  CFP Test 4  
  CFP Test 5  
  CFP Mock Exam 1  
  CFP Mock Exam 2  
  CFP Mock Exam 3  
  CFP Mock Exam 4  

Eligibility criteria for CFP RP

Education: A candidate must be HSC/ Matriculation/ 12th pass at the time of enrollment.
(and)
Experience: Minimum 3 yrs experience in the Financial Services industry in areas of Accounting, Banking, PM, Insurance, Law, Retirement/ Pension planning, Securities, Taxation & FP (or) 5 years in non-financial services industry
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Most courses are self paced courses with a typical duration of 6 months (180 days) access period. This means, you get 180 access to the course from the moment you enrol into it. You can extend you access by 180 more days at any point during the subscription or post expiration of subscription. Some courses are Live Online Classroom courses that are date and time specific. Please visit the respective course page to know more.
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We provide high quality content and personalised services. Our courses are delivered only by Renowned Trainers and Training Institutes. Also, the courses are recorded in state-of-art recording studios to bring in high clarity videos. So why go elsewhere, when you can learn from the Best!
We offer a course completion certificate on most courses. This certificate is jointly given by our partner trainer or training instiute which provided the course.
For any course-related information, please email at support@apnacourse.com or connect on our help line number +91 7353 60 5333.
Yes. We have a career consulting feature on ApnaCourse where a subject matter expert will help you decide the relevant courses for you based on your profile, work experience, interests, career goals etc. To know more about career consulting, click Here.
Khushi Ram
owner, complete investment solution
I really love the way you explain each topic.

HARISH H
Haridh, Geojit
Definately i got the very good support from Mr.Lakshminarayan sir , and Mr. Anuj. I never forgot their support in my life. Very execellent .

Subrahmanya swamy T M
Independent financial advisor, IFA
Useful

Mr. JeyVenkatesh RJ
CEO, Sri Krisna Fin Serve
Good Course, providing complete knowledge for Financial Advisors on all areas to clarify client's doubts.

Chanchal Mandal
Former Research Associate, S&P Capital IQ
The CFP course designed by Apna Course is meticulous,well thought and adequately facilitated by the experienced course faculty in a comprehensive manner..i am fortunate to be a part of this course and want to derive maximum benefit out of it..Thanks!!!

RAJIVA S
Head business centre, Lic nomura mf
very good

Sunil John
Chief Manager, Federal Bank
Very Good

Nagaraj BG
Franchisee, ICICI SECURITIES LTD, MYSORE
Great Lectures. Reasonable pricing. If you force me to complain, I would have to say the Lecturers use Calculators to do the Math but I use Microsoft Excel. I find it little inconvenient on just that fact. Otherwise, great lectures.

kumud ahuja
graduate
gud

Ms. Divya Venkatesh
Financial Analyst
There is no experience even remotely comparable to apnacourse .... It has become my most trusted education partner ... and i'm sure i will share with every person i know the unparalleled educational exp i get on apnacourse .... Good going and keep going higher ....

Satyadutt Maheta
It is good course designed for learning

Ms. sudheshna avadhanam
Good

Manoj Kumar
Good

Mahendra
Very Convenient way to prepare. Unable to fully utilise the offline mode of the app. 1. Should allow to download individual videos for offline study. At Present, i will never be able to download all the videos. 2. App should have a function to download the videos to sd card.

Mr. udayashankar Tharavanat
quite a comprehensive course. Good value for money.

Mr. Anil Kumar
Very nice...but expensive add ons

Mr. RAJANIKANT gajjar
In fact I am 53 years old M.D.in anaesthesia,practising ANAESTHESILOGIST in small town BHARUCH GUJARAT,was intersted to learn about RETIREMENT PLANNING only.EXCEELLENT

Mr. GAURAV NAVANI
The teachers are really good i can really understand the content well with the help of them but a problem is the buffering of the videos which take a lot of time due to which i cannot concentrate

Mr. GAURAV NAVANI
The faculties teaching CFP have more than 10 years of experience . The way they teach concepts is very effective and is very easy to understand. I am very thankful to them that they have helped me in my CFP certification exam

Mr. Manoj Vishwanath
thanks for such good lectures.

Ms. Rachana Desai
All lectures are well explained in depth. Contents, practice tests are good n useful too for taking the final exam.

Mr. Sudhakar Pandey
The course contents are in depth and explained in a simple language so that it is easy to understand. It was simply excellent..!

Mr. Alban George
Well done. the lectures helped me to get a thorough knowledge about the course. thanks to faculties..

Ms. Sunidhi Sanghamesh
Good course.Videos are easily understandable. Expecting more practice tests.

Ms. Anette Lasrado
Nice website where i found the courses easy to understand and content is also good. Ebook reader also is very useful.

Mr. Prakash Nandan
Excellent course offered.. good content..

Mr. Agnesh Tilak
this is a very good course..

Ms. Keerti Suvarna
Good effort by apnacourse team! Each and every video is very clear.. and thanks for the course updates.. social circle is very useful where we can clear our doubts..nice idea... :)

Mr. GAURAV NAVANI
very good teaching and a very cost effective way to learn online for the certification programme.thanks

Mr. indubhushan saxena
I really love to learn about financing and investments and apnacourse is making it too easy and faster, not only for professionals, individuals as well. I am really happy to see that private ltd like spearhead eduonline. doing that kind of campaigns in india. and I would like to say thank to all team member of apnacourse team. thank you so much. Have a nice future a head, My wishes is always with all of you.

Mr. Ram Kumar
good one..

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