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所在平台: Udemy |
课程主页: https://www.udemy.com/course/introduction-to-financial-planning-cfp-certification/
课程评论：没有评论
课程名称：金融规划导论 - CFP认证 课程概述：本课程将作为金融规划的入门介绍。课程将详细涵盖金融规划师能力模型，包括金融规划的六个步骤、客户互动、财务管理基本原则、金融数学、个人财务报表、现金流和债务管理、资产获取，以及FPSB印度职业道德与专业责任守则和行为准则模型，并介绍与金融规划领域相关的监管环境。 课程大纲：无
This module would serve as an Introduction to Financial Planning. The module wouldcover in detail the Financial Planner Competency Profile, the six step process whichincludes Financial Planning process, client interactions, general principles of financialmanagement, financial mathematics, personal financial statements, cash flow anddebt management, asset acquisition, FPSB India's Code of Ethics and ProfessionalResponsibility and Model Rules of Conduct, and the regulatory environment relatedto the Financial Planning domain.
