CFP Batch 1

CFP Batch 1 – Investment Planning

Instructor

Next Level Education

167 Students enrolled

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Description
Curriculum

Introduction

1

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

Video lesson

Sessions

2

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

Video lesson
3

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

Video lesson
4

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

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5

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

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6

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

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7

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

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8

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

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9

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

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10

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

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11

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

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12

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

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13

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

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14

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

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15

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

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16

Session 11 – FPSB Registration Process

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17

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

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18

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

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19

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

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20

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

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21

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

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22

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

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23

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

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24

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

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25

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

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26

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

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27

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

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28

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

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29

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

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30

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

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31

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

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32

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

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33

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

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34

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

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35

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

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36

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

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37

CFP Doubt Solving Session – 16/03/2022

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38

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

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39

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

Video lesson
40

Investment Planning Course Material

Text lesson

CFP Batch 1 – Investment Planning

NextLevel Education Pvt. Ltd.

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