Welcome to CFP Syllabus Section. Here you will find CFP Exam Syllabus 2018.
CFP Syllabus 2018:-
Module I - Introduction to Financial Planning Module II - Risk Analysis & Insurance Planning Module III - Retirement Planning & Employees Benefits Module IV - Investment Planning Module V - Tax Planning & Estate Planning Module VI - Advanced Financial Planning Introduction to Financial Planning:- Financial Planning Process 1. Establishing client- planner relationships 2. Gathering client data and determining goals and expectations 3. Analyse Client Objectives, Needs and Financial Situation 4. Developing appropriate strategies and presenting the Financial Plan 5. Implementing the Financial Plan 6. Monitoring the Financial Plan 7. Regulatory requirements for CFP Certificants 8. Ethical and professional considerations in Financial Planning 9. Assessment of risk and client behaviour 10. Cash flow planning 11. Budgeting 12. Personal use asset management 13. Personal Financial Statement Analysis 14. Financial Mathematics 15. Economic environment and indicators 16. Forms of business ownership/ entity relationships 17. Ways of taking title to property (sole, joint, community, etc.) 18. Legal aspects of Financial Planning Risk Analysis and Insurance Planning:- Risk Analysis 1. Introduction to Risk Analysis 2. Insurance and Risk 3. Risk analysis Process 4. Legal principles in insurance 5. The Insurance contract 6. Legal Liability 7. Identification of life, medical, householders, auto and other property and liability risk exposures 8. Personal property and liability insurance 9. Life insurance needs analysis 10. Life insurance policy analysis 11. Life Insurance policy selection 12. Annuities 13. Medical insurance 14. Insurance of business risk 15. Implementing and reviewing client’s insurance 16. Government regulation of insurance 17. Insurance Pricing 18. Insurance Companies 1. Types of insurers 2. Rate making 3. Underwriting 4. Production 5. Claim settlement 6. Reinsurance 7. Investments 8. Financial reserves 9. Selecting insurance companies Retirement Planning and Employee Benefits 1. Issues in retirement planning 2. Wealth creation 3. Types of plans 4. Defined benefit plans 5. Defined contribution plans 6. Superannuation and other retirement plans 7. Group Life and Health Insurance 8. Retirement needs analysis 9. Retirement income streams 10. Post-retirement counseling 11. Need for reforms 12. Reform proposals Investment Planning 1. How investment planning is different from selling investment products 2. Investment risk 3. Measuring risk 4. Managing risk 5. Returns 6. Investment portfolio 7. Small savings 8. Fixed income instruments 9. Insurance-based investments 10. Mutual funds 11. Equity shares 12. Derivatives 13. Real estate 14. Other investments 15. Active and passive strategies 16. Asset allocation 17. The regulatory functions, rules and codes of conduct pertaining to planners 18. Matching investment vehicles to needs of clients Tax Planning & Estate Planning:- 1. Ethical considerations in tax planning 2. Tax compliance matters 3. Taxation terminology 4. Tax calculations and special rules 5. Tax characteristics of business forms 6. Non Resident Indians (NRIs) 7. Heads of income 8. Capital Gains tax rules 9. Tax relief 10. Non taxable transactions (e.g., gifts, estate) 11. Tax management techniques 12. Interest and penalty taxes and other charges 13. Features of trust 14. Taxation of trust 15. Property documentation Advanced Financial Planning
Miscellaneous Topics:-
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