You can take the exam ONLINE in this Covid situation Now!  For More - Online Testing

Financial Planning Table of Contents

Table of Content


Financial Planning Basics

  • What is financial planning
  • Financial Planner skills
  • Financial Planning Ethics
  • Factors Influencing Financial Planning
  • Time value of money
  • Client Profiling


  • Equity Investments
  • Debt Investments
  • Alternate Investments
  • Estate Planning

New Age Investments

  • Bitcoin and Blockchain
  • NFT


  • Taxation Basics
  • Tax Planning
  • Philanthropy
  • Asset Allocation and Taxation

Risk Management

  • Risk Analysis and Evaluation
  • Risk Management
  • Insurance

Investment Evaluation

  • Retirement Planning
  • Investment Analysis
  • Financial Strategies Implementation and Review

Apply for certification

 For Support