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Bird Workshop
Programs
Financial Pathshala PRO
CFP – Fast Track Program
CFP – Regular Program
Magnetic Finance Preneur
Excel in Finance Preneur
Sip Course by Vijai Mantri
Ultimate Finance Preneur
NLE Lessons
Calculator
Blogs
About us
Contact
Videos
Menu
Bird Workshop
Programs
Financial Pathshala PRO
CFP – Fast Track Program
CFP – Regular Program
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Ultimate Finance Preneur
NLE Lessons
Calculator
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About us
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CFP Batch 2
CFP Retirement Planning - New
Instructor
Next Level Education
187
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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Lectures
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