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Programs
CFP – Fast Track Program
CFP – Regular Program
Magnetic Finance Preneur
Excel in FP
Financial Pathshala
Sip Course by Vijai Mantri
Ultimate Finance Preneur
NLE Lessons
Calculator
Blogs
About us
Contact
Menu
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Programs
CFP – Fast Track Program
CFP – Regular Program
Magnetic Finance Preneur
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CFP B2 – Integrated financial planning
Teacher
Next Level Education
Category:
CFP Batch 2
Description
Curriculum
Introduction to Integrated Financial Planning (IFP) module
1
CFPIFPB2S531STS1 - Introduction to Integrated Financial Planning
Video lesson
Open Office Tutorial
2
CFPIFPB2S532NDS1 - Open Office tutorial session
Video lesson
Numerical Resources
3
CFPIFPB2E53R1 - Numerical Resources
Resource File
Module 1
4
IFP by jitendra sir 2-12-2023
Video lesson
5
CFP Final Module session by jitendra sir 9-12-2023
Video lesson
6
IFP Final Exam Sesstion by Jitendra Sir 16-12-2023
Video lesson
7
IFP session 23-12-2023
Video lesson
8
IFP session 30-12-2023
Video lesson
9
IFP Session 06-01-2024
Video lesson
10
IFP session 13-01-2024
Video lesson
11
IFP Session 20-01-2024
Video lesson
12
IFP session 27-01-2024
Video lesson
13
IFP - Doubt Solving Session - 07-02-2024
Video lesson
14
IFP - Doubt solving Session 17-02-2024
Video lesson
Theory Resources
15
CFPIFPB2E53TRR1 - Theory Resources
Text lesson
Module 2
16
CFPIFPB2S53S1 – Introduction to Integrated Financial Planning by Jitendra Pol-04/01/2023
Video lesson
17
CFPIFPB2S53S2 – Introduction to the Discovery Process by Jitendra Pol-11/01/2023
Video lesson
18
CFPIFPB2S53S3 - Appreciative Inquiry-25/01/2023
Video lesson
19
CFPIFPB2S53S4 - Important Updates from Swamy Sir Regarding CFP Exams and Final Module Case Study
Video lesson
20
CFPIFPB2S53S5 -Engaging Clients in FP Process -01/02/2023
Video lesson
21
CFPIFPB2S53S6- Goal determination Refinement and setting 08-02-2023
Video lesson
22
CFPIFPB2S53S7- Related with Analysis of client info 15-02-2023
Video lesson
23
CFPIFPB2S53S8 – Analysis of Client Information 09-03-2023
Video lesson
24
CFPIFPB2S53S9 – Presenting Recommendations To Client’s 15-03-2023
Video lesson
25
CFPIFPB2S53S10 - The Financial Planning Process and Practice standards – Session2 Professional Skills
Video lesson
26
CFPIFPB2S53S11 – Professional Skills And Session 3 – Client Characteristics 05-04-2023
Video lesson
27
CFPIFPB2S53S12 – Client engagement and communication Session 5 – Critical thinking Session 6 – regulatory environment of financial planning- India by Jitendra Sir 08-05-2023
Video lesson
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₹50,000
Enrolled
:
156 students
Lectures
:
27
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