CFP Batch 1 – Integrated Financial Planning

CFPIFPS30S1 - Important Updates on Integrated Financial Planning by Swamy Sir

CFPIFPS30S2 - CFP Case Study Submission

Session 1 – Introduction to Integrated Financial Planning by Jitendra Pol-04/01/2023

Session 2 – Introduction to the Discovery Process by Jitendra Pol-11/01/2023

Session 3- Appreciative Inquiry-25/01/2023

CFPIFPS30S3 - Important Updates from Swamy Sir Regarding CFP Exams and Final Module Case Study

Session 4 -Engaging Clients in FP Process -01/02/2023

Session 5- Goal determination Refinement and setting 08-02-2023

Session 6- Related with Analysis of client info 15-02-2023

Session 7 – Case Study Sample Analysis By Milind Sir 25-02-2023

Session 8 – Analysis of Client Information 09-03-2023

Session 9 – Presenting Recommendations To Client’s 15-03-2023

Session 1 – Financial Plan Assessment by Milind Kohmaria-07/01/2023

Session2- Financial Planning Case Study Part 1 – 15/01/2023

Session 3 – Financial Planning Case Study Part 2 – 21/01/2023

Session 4 – Financial Planning Case Study Part 3 – 28/01/2023

Session 5 - Case Studies Continues (Workshop) – 04-02-2023

Session 6 – Integrated financial planning By Milind Sir 12-02-2023

Session 7 – Case Study Sample Analysis By Milind Sir 25-02-2023

Session 8 – Integrated financial planning Case study by Milind sir 04-03-2023

Session 9 – Case Study By Milind Sir 25-03-2023

Session 10 – Case study 2 by Milind Sir 26-03-2023

Session 11 – CFPIFPS30S4 - Excel formula calculation By Milind Sir

Session 12 – Case study discussion and holiday planning on excel by Milind sir 05-04-2023

Session 13 – Doubt session for the case study By Milind Sir 08-04-2023

Session 14 – Decoding case study 11-05-2023

Session 15 - solving the case study in ifp sample paper 27-05-2023

Session 1 - CFPIFPS30S5 - The Financial Planning Process and Practice standards – Session2 Professional Skills

Session 2 – Professional Skills And Session 3 – Client Characteristics 05-04-2023

Session 4 – client engagement and communication Session 5 – Critical thinking Session 6 – regulatory environment of financial planning- India by Jitendra Sir 08-05-2023

Session 1 - Final Exam preparation video 2023-09-04

Session 2 - Final Exam Preparation 2023-09-06

Session 3 - Additional guidance - Working with differing growth rates and variable inflation figures overtime by Jitendra sir 11-09-2023

Session 4 - CFP final exam preparation by Jitendra sir 13-09-2023

Session 5 - CFP final exam preparation by Jitendra sir 18-09-2023

Session 6 - CFP Final exam preparation by Jitendra sir 20-09-2023

Session 7 - CFP exam preparation session by Jitendra sir 25-09-2023

Session 8 - CFP Final Exam preparation by Jitendra sir 27-09-2023

CFPIFPS30S6 - Open Office tutorial session by Jitendra sir 30-09-2023

CFPIFPS30S7 - Mind map to FPSB final exam by swamy sir

CFPIFPS30S8 - Doubts and other important discussion regarding FPSB final exam

CFPIFPS309 - Final exam guidance session by Swamy sir 22-10-2023

CFPIFPS30CM1 - Course Material

CFPIFPS30S10 - Case Study Decoding with Sunita Rao

CFPIFPS30S11 - Case Study Decoding Part-2 with Sunita Rao

CFPIFPS30S12 – Case Study 23-07-23

CFPIFPS30S13 – Case Study – 24-07-23

CFPIFPS30S14 - Case Study Excel Session with Sunita maam 2023-07-25

CFPIFPS30S15 – Case study final session for cycle 12 with Sunita maam 2023-08-01

CFPIFPS30S16 - Case 12 decoding session by swamy sir 11/7/23

CFPIFPS30S17 - Special Session with FPSB for Case Study

CFPIFPS30S18 - Session on Case Study 14 - 25-11-2023

CFPIFPS30S19

CFPIFPS30S20

CFPIFPS30S21

CFPIFPS30S22 – Doubt session for the case study By Milind Sir 08-04-2023

CFPIFPS30S23 quiz

CFPIFPS30S24