Modules 1–3 take you through the essential components of a financial plan and what you need to know about developing a plan that works.
The textbook provides pertinent information you must know about each financial planning component.
Our trainer will help you understand and apply financial planning concepts to real-life scenarios tailored to your client's needs and circumstances.
Module 4 takes you through the six-step financial planning process to consolidate everything into a cohesive action plan.
It is about mastering the process of developing customized solutions and incorporating them into an integrated financial plan.
The textbook describes the financial plan development process in detail.
Our trainer will give you case studies to practice and become acquainted with the plan development process.
1) Learn all the modules - Skipping one or two modules may develop gaps in your knowledge that will prevent you from merging financial planning components effectively.
2) Learn from others - CFP training provides an opportunity to learn from those with different backgrounds and experiences. Be proactive and contribute to class discussions. Always seek others' opinions to broaden your perspective and enrich your understanding.
3) Unlearn and relearn - CFP training differs from insurance and unit trust training. If you enroll just for the credential, believing you already know everything, you will not learn anything.
4) Master Time Value of Money - A weak grasp of TVM will limit your ability to analyze and customize solutions. Though most unit trust and insurance advisors learned about TVM, what they have learned is insufficient for developing a comprehensive financial plan.
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