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CFP : Certified Financial Planner

CFP - Level 1 Image | VL Group | VL Institute of Management Sciences | Coimbatore

CFP LEVEL 1 (INVESTMENT PLANNING SPECIALIST)

Course: CFP Level 1 (Investment Planning Specialist)

Duration: 6 Months

Subjects:

Module 1: Personal Financial Management
Module 2: Investment Planning & Asset Management
Module 3: Regulatory Environment & Legal Compliances

Exam: https://www.icofp.edu.in/

CFP - Level 2 Image | VL Group | VL Institute of Management Sciences | Coimbatore

CFP LEVEL 2 (RETIREMENT & TAX PLANNING SPECIALIST)

Course: CFP Level 2 (Investment Planning Specialist)

Duration: 5 Months

Subjects:

Module 1: Retirement Planning
Module 2: Tax Planning

Exam: https://www.icofp.edu.in/

CFP - Level 3 Image | VL Group | VL Institute of Management Sciences | Coimbatore

CFP LEVEL 3 (RISK & ESTATE PLANNING SPECIALIST)

Course: CFP Level 3 (Risk & Estate Planning Specialist)

Duration: 5 Months

Subjects:

Module 1: Risk Management & Insurance
Module 2: Estate Planning

Exam: https://www.icofp.edu.in/

CFP - Final Image | VL Group | VL Institute of Management Sciences | Coimbatore

CFP FINAL

Course: CFP Final

Duration: 6 Months

Subjects:

Module 1: Engaging Clients in Financial Planning
Module 2: Integrated Financial Planning
Case Study & Capstone Project

Exam: https://www.icofp.edu.in/