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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
Contact
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Search
CFP Batch 2
CFP Retirement Planning - New
Instructor
Zauq Web
200
Students
enrolled
Description
Curriculum
Resources Session
Introduction To Retirement Planning
1
CFPRPNCS74S1 - Introduction
Video lesson
2
CFPRPNCS74S2 - Why Retirement Planning
Video lesson
3
CFPRPNCS74S3 - Retirement Planning Phases
Video lesson
4
CFPRPNCS74S4 - Timeline & Computation
Video lesson
5
CFPRPNCS74S5 - Financial Freedom
Video lesson
6
CFPRPNCS74S6 - Retirement Products
Video lesson
7
CFPRPNCS74S7 - Taxation Planning
Video lesson
Session 1 - Retirement Principles By Milind Sir
8
CFPRPNCS74S8 - Factors Affecting Retirement Planning
Video lesson
9
CFPRPNCS74S9 - Importance of qualitative data gathering
Video lesson
10
CFPRPNCS74S10 - Bigger Picture Of Retirement Planning
Video lesson
11
CFPRPNCS74S11 - Accumulation & Asset Allocation Strategies
Video lesson
Session 2 - Retirement Planning Chapter - 2 - Steps in Retirement Planning
12
CFPRPNCS74S12 - Identify a Client’s retirement objective
Video lesson
13
CFPRPNCS74S13 - Evaluate the implications of a client’s attitudes toward retirement
Video lesson
14
CFPRPNCS74S14 - Evaluate Trade-offs needed to meet a client’s retirement objective
Video lesson
15
CFPRPNCS74S15 - Calculate Capital Required To Fund A Client’s Retirement
Video lesson
Session 3 - Retirement Needs Analysis & Projection
16
CFPRPNCS74S16 - LEGACY QUESTION PRACTISE
Video lesson
17
CFPRPNCS74S17 - Introduction
Video lesson
18
CFPRPNCS74S18 - longevity risk, inflation & the impact on retirement cash flow needs
Video lesson
19
CFPRPNCS74S19 - Goal classification and funding
Video lesson
Session 4 - Potential Sources of Retirement Cash Flow
20
CFPRPNCS74S20 - Introduction
Video lesson
21
CFPRPNCS74S21 - Identify Details To Collect Of A Client’s Potential
Video lesson
22
CFPRPNCS74S22 - Analyze Retirement Benefits Provided By The Government
Video lesson
23
CFPRPNCS74S23 - Analyze Retirement Benefits Provided By The Employers
Video lesson
24
CFPRPNCS74S24 - How Annuities Are Used To Provide Retirement Cash Flow
Video lesson
Session 5 - Retirement Cash Flow Withdrawal Projections and strategies
25
CFPRPNCS74S25 - Introduction
Video lesson
26
CFPRPNCS74S26 - Sources Of Cash Flow In Retirement
Video lesson
27
CFPRPNCS74S27 - Portfolio Distribution Strategies
Video lesson
Session 6 - Retirement Distribution Rates
28
CFPRPNCS74S28 - Retirement distribution rates
Video lesson
29
CFPRPNCS74S29 - Impact of taxes on retirement cash flow
Video lesson
30
CFPRPNCS74S30 - Review Questions
Video lesson
Session 7 - Overview of the Insurance Sector In India
31
CFPRPNCS74S31 - The Characteristic India Demography, Family And The Retirement Preparedness
Video lesson
32
CFPRPNCS74S32 - Pension Reforms In India
Video lesson
33
CFPRPNCS74S33 - Characteristics Of Indian Family Unit And Retirement Implications
Video lesson
Session 8 - Retirement Products in India
34
CFPRPNCS74S34 - Introduction
Video lesson
35
CFPRPNCS74S35 - Provident Funds
Video lesson
36
CFPRPNCS74S36 - National Pension System
Video lesson
Session 9 - NPS Models
37
CFPRPNCS74S37 - National Pension System - Continue
Video lesson
38
CFPRPNCS74S38 - Public Provident Fund (Ppf)
Video lesson
39
CFPRPNCS74S39 - Pension Plan From Mutual Fund And Insurance Companies
Video lesson
40
CFPRPNCS74S40 - Annuities
Video lesson
41
CFPRPNCS74S41 - Government-sponsored Regular Income Schemes
Video lesson
42
CFPRPNCS74S42 - Reverse Mortgage
Video lesson
43
CFPRPNCS74S43 - Payment Of Gratuity
Video lesson
Session 10 - Tax - exempt Amount of gratuity for employee covered under the Act and otherwise
44
CFPRPNCS74S44 - Payment Of Gratuity - Continue
Video lesson
45
CFPRPNCS74S45 - Leave Encashment - Tax-exempt Amounts
Video lesson
46
CFPRPNCS74S46 - Ex-gratia Lump-sum Compensation
Video lesson
47
CFPRPNCS74S47 - Pension Scheme For Government Employees
Video lesson
48
CFPRPNCS74S48 - Family Pension
Video lesson
49
CFPRPNCS74S49 - Employees Deposit Linked Insurance Scheme (Edlis)
Video lesson
50
CFPRPNCS74S50 - Pensions In Public Sector Bank
Video lesson
51
CFPRPNCS74S51 - Retirement Planning - Questions
Video lesson
Session 11 - Doubt Solving Session
52
CFPRPNCS74S52 - Doubts Solving Session
Video lesson
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₹19,895
₹29,895
Course details
Lectures
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