Introduction to Financial Planning - Softcover

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About the Book: Introduction to Financial Planning: Module 1 Certified Financial PlannerCM is among the fastest growingcareers in the world. In India, the international CFPCMcertification is awarded by the Financial Planning Standards Boardof India (FPSB India). The CFPCM certification is rated as a GoldStandard and will get its holder an acceptance and recognitionacross a range of financial organizations in 22 countries aroundthe World. Introduction to Financial Planning is one of the modules ofCFPCM certification Exam. It covers topics such as components offinancial planning, environment of a financial planner andmathematical skills required for the financial profession. Introduction to Financial Planning Retirement Planning and Employee benefits Investment Planning, Risk Management and Insurance Planning, Tax Planning are the courseware to prepare you for the financialplanning career as well as helping you to clear CFPCM CertificationExam. Contents Preface Acknowledgement About Financial Planning Your Roadmap to CFPCM Certifi cation Exam How to Use IMS Proschool Study Material? 1 Financial Planning 2 Gathering Client Data and Determining Goals andExpectations 3 Analyze Client Objectives, Needs and Financial Situation 4 Developing Appropriate Strategies and Presenting the FinancialPlan 5 Implementing the Financial Plan 6 Monitoring the Financial Plan 7 Ethical and Professional Considerations in FinancialPlanning 8 Cash Flow Planning 9 Budgeting 10 Personal Use Asset Management 11 Personal Financial Statement 12 Financial Planning Mathematics 13 Economic Environment and Indicators 14 Forms of Business Ownership 15 Ways of Taking Title to Property 16 Legal Aspects of Financial Planning List of Reference Books and Websites About the Author: IMS Proschool IMS Proschool is an initiative of IMS Learning Resources Pvt.Ltd., an Organisation engaged in training and mentoring studentsfor the last 35 years. IMS Proschool offers certification andtraining programs in vario

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