Certified Financial Planner – Retirement and Tax Planning Specilaist (RTPS)

Introduction to new module RTPS-Tax Class

Session 2 person and assesses, Session 3 begins by Jitendra Sir 23-05-2023

Session 3 Rules of Residency - Jitendra Sir 06-06-2023

Session 4 Residential status problems and solutions by Jitendra Sir on 10-06-2023

Session 5 What Constitutes Income from 'Salary'? By Jitendra Sir - 13-06-2023

Session 6 - Leave encashment on retirement or resignation by Jitendra Sir-17-06-2023

Session 7 - Various allowances and their exemptions By Jitendra Sir 24-06-2023

Session 8 - Taxable perquisites by Jitendra Pol 01-07-2023

Session 9 – Chapter 6 end chap 7 – Income From House

Session 10- Income From House Continued

Session 11 - Standard deduction under section 24(a) and interest on borrowed capital u/s 24(B) (contd..) and Chapter 8: Income from Capital Gains by Jitendra sir 22-07-2023

Session 12 – Capital gain module: Capital asset by Jitendra sir 29-07-2023

Session 13 - Capital asset transferred under a Gift a Will by Succession/Inheritance etc by Jitendra sir 31-07-2023

Session 14 - Shares converted from debentures/bonds - basis of cost and period of holding by Jitendra sir 12-08-2023

Session 15 - Chapter 8: Capital Gain Contd..Capital Gain on buyback of shares and Chapter 9: Income from Other sources by Jitendra sir 14-08-2023

Session16 - Ind Module incm from other sources-Gifts(Contd) & Profits and Gains of Business or profs by Jitendra sir 19-08-2023

Session 17 - Depreciation allowance (methods rates for different assets, set off and carry forward provision) by Jitendra sir 21-08-2023

Session 18 - General Anti Avoidance rule (GAAR) Contd..and Chapter 10: Income Exempt from Tax, by Jitendra sir 26-08-2023

Session 19 - Amount received on maturity from Public Provident Fund, statutory provident fund, Sukanya Samriddhi scheme and chapter 11: Exemption s available on transfer of Long-term Capital Assets, by Jitendra sir 28-08-2023

Session 20 - In acquiring certain specified bonds in terms of section 54EC by Jitendra sir 02-09-2023

Session 21 - Tax Treatment of Various Investments and Relative Advantage by Jitendra sir 05-09-2023

Session 22 - Various Other Provisions Available under Tax Laws by Jitendra sir 09-09-2023

Session 23 - Computation of Taxable Income and Tax and Filing of returns by Jitendra sir 12-09-2023

Session 24 – Tax Planning and Optimisation Chapter1: International Taxation by Jitendra sir 16-09-2023

Session 25 - Chapter 02:Cross Border and Source Rules and Chapter 03: Tax Strategies By Jitendra sir 26-09-2023

Session 26 – Chapter 3: Tax strategies Contd...Chapter 4: Accounting Standards and Research by Jitendra sir 29-09-2023

Session 27 - Topic Doubts solving session on taxation by Jitendra sir 13-10-2023

CFP Tax Planning Course Material

Jitendra sir RTPS course materials

introduction to retirement planning date – 13-05-23

Session 1 – Retirement Principles by Milind sir 20-05-2023

Session 2 – Retirement planning chapter - 2 - Steps in retirement planning 27-05-2023

Session -3 Retirement needs Analysis & Projections 03-06-2023

Session 4 - Potential sources of retirement cash flow by Milind sir - 20-06-2023

Session 5 - Retirement cash flow withdrawal projections and strategies by Milind Sir- 27-06-2023

Session 6 - Retirement Distribution Rates by Milind Sir- 04-07-2023

Session 7- Overview of the Insurance Sector in India by Milind Sir 11-07-2023

Session 8 - Retirement products in India 18-07-2023

Session 9 - NPS Models by Milind sir 25-07-2023

Session 10 - Tax-exempt Amount of gratuity for employees covered under the Act and otherwise by Milind sir 01-08-2023

Session 11 - Doubts solving session by Milind sir 10-10-2023

CFP Retirement Planning Course Material

RTPS202340SS-1

Open Office tutorial session by Jitendra sir 30-09-2023

Course material -30-09-2023