Ifp module outline
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Ifp module outline Ifp module outline Presentation Transcript

  • www.chanakyaniti.in guide in financial journey Introduction to Financial PlanningYour Experience andLearning during journeytowards a Goal will be morevaluable than achievement ofGoal!- ChanakyaEnjoy Learning, Learn More…
  • www.chanakyaniti.in guide in financial journeyDo you think there is process to study FinancialPlanning?What is the first step in Financial Planning Study?Plan your Study. If you do not plan for Last Module from the dayone, least are chances to clear all module on time.
  • www.chanakyaniti.in guide in financial journeyUseful Tips to Plan Your Study:Prepare your daily time schedule and note time duration for study;Use your working time effectively, apply your planning skills in day to day working, read useful information, understand work/business process more closely;Start using more functions of Excel & Calculator for your work also. Prepare some product combination or meaningful worksheet;Ensure that you gain knowledge on finance from each and every activities. Take part in resolving critical issues, particularly taxation related;Prepare your monthly income and expense statement;Make a group of people, who can help you for this study. Participate in your study session regularly and actively;And last but not least register yourself with FPSB India asap. View slide
  • www.chanakyaniti.in guide in financial journeyUseful Tips to Plan Your Exam:Read your Text Book and Work Book regularly as your study progress;Stick to your study plan. Self-discipline is very important;Decide your suitable exam date at the start of study of particular module. So that you can avoid fire fighting;Plan your exam schedule close to Education Provider’s schedule. However you can overtake or shuffle schedule as per your preference;Take your exam as soon as your coaching on a particular module finishes;Stay in touch with your Education Provider for regular update. Visit FPSP India site on regular interval.And last but not least, spend time on acquiring knowledge, be active learner and apply your knowledge in your practice or job. View slide
  • www.chanakyaniti.in guide in financial journey commitmentSelf-discipline motivation Self Study organized independence
  • www.chanakyaniti.in guide in financial journeyLet us Plan our First Module.Prepare a Module Outline:
  • www.chanakyaniti.in guide in financial journeyModule Outline:Session : 1Professional World of Financial Planner;Establishing the Relationship, “client – planner relationship”;Data Gathering & Goal Setting.
  • www.chanakyaniti.in guide in financial journeyModule Outline:Session : 2Code of Ethics and Practice Guideline;Financial Mathematics;Use of Financial Calculator.
  • www.chanakyaniti.in guide in financial journeyModule Outline:Session : 3Identification of Financial Problems and Analysis of Basic Financial Details;Preparation of Written Alternatives and Recommendations;Back grounding strategic Options;Putting the Strategies Together;
  • www.chanakyaniti.in guide in financial journeyModule Outline:Session : 4Developing and Implementing Financial Plan;Review and Revision of the Plan;Problem Solving.