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Courses
Pathshala
The Bird Business Clarity (TBC) Program
The Bird Business Transformation (TBT)
The Bird SAASS Operating Systemâ„¢ (TBS)
About us
Contact
Courses
Pathshala
The Bird Business Clarity (TBC) Program
The Bird Business Transformation (TBT)
The Bird SAASS Operating Systemâ„¢ (TBS)
About us
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CFP 2024,
CFP Batch 2
Course 5A - CFP Theory IFP ( Integrated Financial Planning ) module
Instructor
Zauq Web
191
Students
enrolled
Description
Curriculum
Introduction to Integrated Financial Planning (IFP) module
1
CFPIFPB2S531STS1 - Introduction to Integrated Financial Planning
Video lesson
Open Office Tutorial
2
CFPIFPB2S532NDS1 - Open Office tutorial session
Video lesson
Numerical Resources
3
CFPIFPB2E53R1 - Numerical Resources
Resource File
Module 1
4
IFP by Jitendra sir
Video lesson
5
CFP Final Module session by Jitendra sir
Video lesson
6
IFP Session 1
Video lesson
7
IFP Session 2
Video lesson
8
IFP Session 3
Video lesson
9
IFP Session 4
Video lesson
10
IFP Session 5
Video lesson
11
IFP Session 6
Video lesson
12
IFP Session 7
Video lesson
13
IFP - Doubt Solving Session 1
Video lesson
14
IFP - Doubt solving Session 2
Video lesson
Theory Resources
15
CFPIFPB2E53TRR1 - Theory Resources
Text lesson
Module 2
16
CFPIFPB2S53S1 – Introduction to Integrated Financial Planning by Jitendra Pol
Video lesson
17
CFPIFPB2S53S2 – Introduction to the Discovery Process by Jitendra Pol
Video lesson
18
CFPIFPB2S53S3 - Appreciative Inquiry
Video lesson
19
CFPIFPB2S53S4 - Important Updates from Swamy Sir Regarding CFP Exams and Final Module Case Study
Video lesson
20
CFPIFPB2S53S5 -Engaging Clients in FP Process
Video lesson
21
CFPIFPB2S53S6- Goal determination Refinement and setting
Video lesson
22
CFPIFPB2S53S7- Related with Analysis of client info
Video lesson
23
CFPIFPB2S53S8 – Analysis of Client Information
Video lesson
24
CFPIFPB2S53S9 – Presenting Recommendations To Client’s
Video lesson
25
CFPIFPB2S53S10 - The Financial Planning Process and Practice standards – Session2 Professional Skills
Video lesson
26
CFPIFPB2S53S11 – Professional Skills And Session 3 – Client Characteristics
Video lesson
27
CFPIFPB2S53S12 – Client engagement and communication Session 5 – Critical thinking Session 6 – regulatory environment of financial planning- India by Jitendra Sir
Video lesson
Module 3
28
CFPIFPB2S53M3-1 - Introduction to IFP module by jitendra sir
Video lesson
29
CFPIFPB2S53M3-2 - IFP Session on case study by jitendra sir
Video lesson
30
CFPIFPB2S53M3-3 - IFP Session on Case Study by Jitendra Sir
Video lesson
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₹50,000
Course details
Lectures
30
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