CFP Retirement Planning – New

CFPRPNCS74S1 - Introduction

CFPRPNCS74S2 - Why Retirement Planning

CFPRPNCS74S3 - Retirement Planning Phases

CFPRPNCS74S4 - Timeline & Computation

CFPRPNCS74S5 - Financial Freedom

CFPRPNCS74S6 - Retirement Products

CFPRPNCS74S7 - Taxation Planning

CFPRPNCS74S8 - Factors Affecting Retirement Planning

CFPRPNCS74S9 - Importance of qualitative data gathering

CFPRPNCS74S10 - Bigger Picture Of Retirement Planning

CFPRPNCS74S11 - Accumulation & Asset Allocation Strategies

CFPRPNCS74S12 - Identify a Client’s retirement objective

CFPRPNCS74S13 - Evaluate the implications of a client’s attitudes toward retirement

CFPRPNCS74S14 - Evaluate Trade-offs needed to meet a client’s retirement objective

CFPRPNCS74S15 - Calculate Capital Required To Fund A Client’s Retirement

CFPRPNCS74S16 - LEGACY QUESTION PRACTISE

CFPRPNCS74S17 - Introduction

CFPRPNCS74S18 - longevity risk, inflation & the impact on retirement cash flow needs

CFPRPNCS74S19 - Goal classification and funding

CFPRPNCS74S20 - Introduction

CFPRPNCS74S21 - Identify Details To Collect Of A Client’s Potential

CFPRPNCS74S22 - Analyze Retirement Benefits Provided By The Government

CFPRPNCS74S23 - Analyze Retirement Benefits Provided By The Employers

CFPRPNCS74S24 - How Annuities Are Used To Provide Retirement Cash Flow

CFPRPNCS74S25 - Introduction

CFPRPNCS74S26 - Sources Of Cash Flow In Retirement

CFPRPNCS74S27 - Portfolio Distribution Strategies

CFPRPNCS74S28 - Retirement distribution rates

CFPRPNCS74S29 - Impact of taxes on retirement cash flow

CFPRPNCS74S30 - Review Questions

CFPRPNCS74S31 - The Characteristic India Demography, Family And The Retirement Preparedness

CFPRPNCS74S32 - Pension Reforms In India

CFPRPNCS74S33 - Characteristics Of Indian Family Unit And Retirement Implications

CFPRPNCS74S34 - Introduction

CFPRPNCS74S35 - Provident Funds

CFPRPNCS74S36 - National Pension System

CFPRPNCS74S37 - National Pension System - Continue

CFPRPNCS74S38 - Public Provident Fund (Ppf)

CFPRPNCS74S39 - Pension Plan From Mutual Fund And Insurance Companies

CFPRPNCS74S40 - Annuities

CFPRPNCS74S41 - Government-sponsored Regular Income Schemes

CFPRPNCS74S42 - Reverse Mortgage

CFPRPNCS74S43 - Payment Of Gratuity

CFPRPNCS74S44 - Payment Of Gratuity - Continue

CFPRPNCS74S45 - Leave Encashment - Tax-exempt Amounts

CFPRPNCS74S46 - Ex-gratia Lump-sum Compensation

CFPRPNCS74S47 - Pension Scheme For Government Employees

CFPRPNCS74S48 - Family Pension

CFPRPNCS74S49 - Employees Deposit Linked Insurance Scheme (Edlis)

CFPRPNCS74S50 - Pensions In Public Sector Bank

CFPRPNCS74S51 - Retirement Planning - Questions

CFPRPNCS74S52 - Doubts Solving Session