Introduction to Financial Planning - CFP Certification

Financial Planning Foundations for CFP Aspirants

This module covers the essential framework you'll rely on throughout a financial planning career: the six-step planning process, client assessment, financial mathematics, cash-flow analysis, asset strategy, and the regulatory and ethical standards set by FPSB India.

Unlike courses that skim topics, this one gives you the full Competency Profile so you understand not just the mechanics of planning but the professional principles that govern the field. It's an ideal starting point for anyone preparing for CFP certification or building a formal financial advisory practice.