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29 - FNB - Finance and Banking


FNB 160 - Certified Financial Planner (CFP) Certificate Preparation

Code Start Date Duration Venue Fees
FNB 160 02 August 2021 10 Days Istanbul $ 7900 Registration Form Link
FNB 160 27 September 2021 10 Days Istanbul $ 7900 Registration Form Link
FNB 160 25 October 2021 10 Days Istanbul $ 7900 Registration Form Link
FNB 160 22 November 2021 10 Days Istanbul $ 7900 Registration Form Link
FNB 160 20 December 2021 10 Days Istanbul $ 7900 Registration Form Link
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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