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5 - FNB - Finance and Banking
FNB 160 - Certified Financial Planner (CFP) Certificate Preparation
Code | Start Date | Duration | Venue | |
---|---|---|---|---|
FNB 160 | 04 November 2024 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 02 December 2024 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 27 January 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 24 February 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 24 March 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 21 April 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 19 May 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 16 June 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 14 July 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 11 August 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 08 September 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 06 October 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 03 November 2025 | 10 Days | Istanbul | Registration Form Link |
FNB 160 | 01 December 2025 | 10 Days | Istanbul | Registration Form Link |
Course Description
Certified Financial Planner (CFP) can help create and maintain a financial plan. A CFP might start by determining a company's financial goals and discussing its current financial situation and appetite for risk. A CFP can also advise on everything from choosing specific investments, saving for a down payment on a home and planning for retirement. This program provides participants with a strong option for entering the financial planning field.
This is a course preparation for certification exam/procedure. The fee doesn't include exam fee. The exam date and application should be done by participant(s) themselves. Please contact us for details and further clarification.
Course Objectives
- Understand the principles of investment planning
- Learn about risk management and insurance planning
- Discuss professional conduct and regulation
- Adopt effective strategies for debt management
Who Should Attend?
- Accountants
- Financial Planners
Course Details/Schedule
Day 1
- Professional conduct and regulation
- CFP Board's Code of Ethics and Standards of Conduct
- CFP Board’s Procedural Rules
- Function, purpose, and general structure of financial institutions
- Financial services regulations and requirements
- Consumer protection laws
- Fiduciary standard and application
Day 2
- General principles of financial planning
- Financial planning process
- Financial statements
- Cash flow management
- Financing strategies and debt management
- Economic concepts
Day 3
- Time value of money concepts and calculations
- Education needs analysis
- Education savings vehicles
- Education funding
- Gift/income tax strategies
Day 4
- Risk management and insurance planning
- Principles of risk and insurance
- Analysis and evaluation of risk exposures
- Health insurance and health care cost management
- Disability income insurance
- Long-term care insurance and long-term case planning
- Qualified and Non-Qualified Annuities
Day 5
- Life insurance (individual and group)
- Business owner insurance solutions
- Insurance needs analysis
- Insurance policy and company selection
Day 6
- Investment planning
- Characteristics, uses and taxation of investment vehicles
- Types of investment risk
- Market cycles
- Quantitative investment concepts and measures of investment returns
- Asset allocation and portfolio diversification
- Bond and stock valuation concepts
- Portfolio development and analysis
- Investment strategies
- Alternative investments and liquidity risk
Day 7
- Tax planning
- Fundamental and current tax law
- Income tax fundamentals and calculations
- Characteristics and income taxation of business entities
- Income taxation of trusts and estates
- Tax reduction/management techniques
- Tax consequences of property transactions
- Tax implications of special circumstances
- Charitable/philanthropic contributions and deductions
Day 8
- Retirement savings and income planning
- Retirement needs analysis
- Social Security and Medicare planning
- Eldercare and special needs planning
- Types of retirement plans
- Qualified plan rules and options
- Non-qualified plan rules and options
- Key factors affecting plan selection for businesses
- Distribution rules and taxation
- Retirement income and distribution strategies
- Business succession planning
Day 9
- Estate planning
- Property titling and beneficiary designations
- Strategies to transfer property
- Estate and incapacity planning documents
- Gift, estate, and GST tax compliance and calculation
- Sources for estate liquidity
- Types, features, and taxation of trusts
- Marital deduction
- Intra-family and other business transfer techniques
- Postmortem estate planning techniques
- Planning for divorce, unmarried couples and other special circumstances
- Planning for special needs and circumstances
Day 10
- Psychology of financial planning
- Client and planner attitudes, values, biases
- Behavioral finance
- Sources of money conflict
- Principles of counseling
- General principles of effective communication
- Crisis events with severe consequences