Certified Financial Goal Planner Certification Program..!

Certified Financial Goal Planner Certification (CFGP) Program..!

American Academy of Financial Management India conducts Certified Financial Goal Planner Certification Program.

Certified Financial Goal Planner Certification® Program

Program Details

Objective..!

Financial Goal Planning is the key to sound Financial Planning. It commences with the cradle and continues till the end, when the person plans wealth distribution.

Everybody has financial goals and wants to meet them in a time bound manner; with many new products related to Mutual Funds and Capital Markets, the job of a Financial Advisor is challenging but rewarding.

Learning Outcomes..!

On Completion of the Program you would be able to:

1. Understand the Financial Planning Process and apply it.

2. Conduct Client Need Analysis and Gather Relevant Client Data

3. Analyse Client Financial Situation and understand the problems in Client’s Financial Situation.

4. Develop appropriate strategies to meet clients financial goals

5. Present a Financial Plan to a Client.

6. Implement a Financial Plan.

7. Understand the Ethical considerations in Financial Planning.

8. Assess risk tolerance and risk bearing ability of a client

9. Gather basic understanding of common investment products.

10.Prepare and analyse Personal Financial Statements.

11.Understand the concept of “Time Value of Money”

12.Calculate basic Time Value of Money calculations.

Course Outline..!

I Financial Planning Process..

Establishing client- planner relationships, Gathering client data and determining goals and expectations, Analyse Client Objectives, Needs and Financial Situation ,Developing appropriate strategies and presenting the Financial Plan, Implementing the Financial Plan ,Monitoring the Financial Plan

I a. Ethical and professional considerations in Financial Planning..!

The Code of Ethics and Professional Responsibility ,CFGP licensee’s responsibilities to the public, clients & employers, Client agreements and confidentiality clauses , Practice Standards

I b Assessment of risk and client behavior..!

 Client Attitudes, Client Knowledge, Client behaviour, Health of client, Occupation, Hazardous activities.

I c Basic Products in Financial Planning..!

Equity, Bonds, Small Saving Products and Loans

I d Personal Financial Statement Analysis..!

Net Worth Statement, Income Statement and Cash Flow Statement.

II Mathematics of Goal Planning..!

 Calculate and interpret Time Value of Money, Calculation of annuities, Loan repayment schedule and Inflation- adjusted interest rates.

III Financial Plan Construction on Excel..!

 One Case Study

American Academy of 

Financial Management India

Office

 No – 403, ITL Twin Towers, Plot No. B-9, Netaji Subhash Place,

New Delhi- 110 034

Board Line: 011-4512 0800

Website: www.aafmindia.co.in, 

Email: info@aafmindia.co.in

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