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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

Please contact us for fees

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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

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SAHARA Group Training and Consultancy INC (in Turkish: SAHARA Group Eğitim ve Danışmanlık AŞ)

Tax Office: Beyoğlu (Istanbul/Turkiye,Tax No: 7390525151 (Vergi Dairesi: Beyoğlu (İstanbul), Vergi No: 7390525151)

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04	TTC 108	5	Traffic and Safety Engineering around Schools Sites
05	TTC 110	5	Transportation and Roads Engineering
06	TTC 115	5	Road Engineering Orientation Programme
07	TTC 120	5	Road Safety Management
08	TTC 125	5	Light Transit Rail Maintenance and Operations
09	TTC 127	5	Railway Metro Systems Design and Installation
10	TTC 130	5	ISO 55001 Asset Management Applications in Railway Environment
11	TTC 135	5	Basic Railway Engineering
12	TTC 140	5	Railways and Urban Guided Transport
13	TTC 142	5	Standardization of Engineering Systems of Metro System
14	TTC 145	5	Modern Rolling Stock for Reducing Noise
15	TTC 146	5	Wheel Rail Interface Issues and Precautions
16	TTC 149	5	Railway and Metro Track Design
17	TTC 150	5	Railway and Metro Track Maintenance
18	TTC 153	5	Derailment Investigation
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06	ADV 107	5	Autodesk AutoCAD 2D
07	ADV 108	5	Autodesk Revit For Advanced Users
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03	ADV 504	5	Exterior Design Visualization
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05	ADV 507	5	3ds Max Modeling (Advance)
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07	SRM 106	5	Firefighting and Emergency Evacuation
08	SRM 108	5	Process Safety Management (LOPA & SIL)
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11	SRM 110	5	Advanced Risk, Reliability & Safety Management Techniques
12	SRM 111	5	HSE Management (with Economics Module)
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14	SRM 113	5	Principles of Fire & Explosion Hazard Management
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16	SRM 115	5	The Core Concepts of Occupational Ergonomics
17	SRM 116	5	Security Guard (Officer) Training
18	SRM 117	5	Close VIP Protection
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20	SRM 119	5	Risk Assessment & Incident Investigation
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22	SRM 121	5	Safety Audit & Site Inspection
23	SRM 122	5	Developing Effective Post-Market Surveillance in Medical Devices
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26	SRM 126B	10	Process Safety Management & F&G Systems (10 Days)
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29	SRM 135	5	Balanced Management of Corporate Security
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03	SRM 508	5	Dangerous Goods Awareness Programs

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01	CSM 101	5	Management for Non-Managers
02	CSM 103	5	Effective Time, Task and Work Planning
03	CSM 104	5	Office Management Skills
04	CSM 105	5	Effective Office Management Techniques for Office Managers
05	CSM 106	5	Communication Design, Strategies and Dealing with Others
06	CSM 108	5	Communication Skills for Telephone Operators
07	CSM 109A	5	Senior Secretary Development Program
08	CSM 109B	10	Senior Secretary Development Program (10 Days)
09	CSM 110	5	Effective Body Language
10	CSM 113	5	Public Relations and Presentation Skills
11	CSM 115	5	Reception and Hospitality
12	CSM 120	5	Effective Business Writing Skills
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(Click Category to List Courses)

5 - FNB - Finance and Banking

FNB 160 - Certified Financial Planner (CFP) Certificate Preparation

Course Description

Course Objectives

Who Should Attend?

Course Details/Schedule

Day 1

Day 2

Day 3

Day 4

Day 5

Day 6

Day 7

Day 8

Day 9

Day 10

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