CFP Batch 1 – Investment Planning  

Introduction Session – CFP Introduction Session – 10/11/2021

Session 01 – A Session on Simple Interest by Swamy Sir – Part 1 – 15/11/2021

Session 01 – A Session on Simple Interest by Swamy Sir – Part 2 – 15/11/2021

Session 02 – What is Returns & Types of Returns by Swamy Sir – Part 1 – 17/11/2021

Session 02 – What is Returns & Types of Returns by Swamy Sir – Part 2 – 17/11/2021

Session 03 – What is Returns & Types of Returns – Part 1 – 22/11/2021

Session 04 – Asset Class & Security Jitendra Pol – Part 1 – 24/11/2021

Session 04 – Asset Class & Security Jitendra Pol – Part 2 – 24/11/2021

Session 05 – Asset Class & Securities Jitendra Pol – Part 1 – 29/11/2021

Session 05 – Asset Class & Securities Jitendra Pol – Part 2– 29/11/2021

Session 06 – Asset Classes & Securities Jitendra Pol – 1/12/2021

Session 07 – Risk & Return Jitendra Pol – Part 1 – 06/12/2021

Session 08 – Risk & Return Jitendra Pol – Part 2 – 08/12/2021

Session 09 – Principle of Investment Risk by Jitendra Pol – 13/12/2021

Session 10 – Know how to do FPSB Registrations – 15/12/2021

Session 11 – FPSB Registration Process

Session 12 – Risk & Return by Jitendra Pol – Part 3 – 20/12/2021

Session 13 – Risk & Return by Jitendra Pol – Part 4 – 22/12/2021

Session 14 – Principles of Investment Risk by Jitendra Pol – 27/12/2021

Session 15 – Asset Allocation by Jitendra Pol – Part 1 – 29/12/2021

Session 16 – Asset Allocation by Jitendra Pol – Part 2 – 03/01/2022

Session 17 – Asset Allocation by Jitendra Pol – Part 3 – 05/01/2022

Session 18 – What are Bonds by Jitendra Pol – 10/01/2022

Session 19 – Dividend Discount Model by Jitendra Pol – 12/01/2022

Session 20 – How to evaluate Portfolio Returns by Jitendra Pol – 17/01/2022

Session 21 – Steps to Prepare for IPS Exam by Swamy Sir – 19/01/2022

Session 22 – What is Perpetuity & IRR by Jitendra Pol – 24/01/2022

Session 23 – Doubt Solving Session on Investment Planning Module by Jitendra Pol – 02/02/2022

Session 24 – CFP Session on Net Worth Calculation by Jitendra Pol – 07/02/2022

Session 25 – Home Loan Refinancing by Jitendra Pol – 09/02/2022

Session 26 – Wealth Management by Jitendra Pol – 16/02/2022

Session 27 – How to enroll and map yourself on LMS by Swamy Sir – 21/02/2022

Session 28 – Investment Planning Revision Session by Jitendra Pol – 28/02/2022

Session 29 – Investment Planning Revision Session by Jitendra Pol – 01/03/2022

Session 30 – Doubt Solving Session – 05/03/2022

Session 31 – Doubt Solving Session – 09/03/2022

CFP Doubt Solving Session – 16/03/2022

CFP IPS Exam Discussion with Jitendra Sir – 15/04/2022

Exam Discussion for IPS April Exam – 22/04/2022

Investment Planning Course Material