Core Concepts of Investing & Financial Planning (CIFP) is a comprehensive course on theoretical and practical aspects of Financial Planning. The course introduces a learner to the basics of financial planning, building a financial plan, implementing and finally reviewing the same. Its a step by step detailed guide about each steps in Financial Planning. After the completion of the course, the learner would understand the Financial Plan making process and also will be able to implement it. Following are key concepts discussed in CIFP course in detail:

• Goal setting
• Converting goal into a Plan
• Investing
• Asset Allocation
• Reviewing Financial Plan
• Risk Planning
• Estate Planning and
• Tax Planning

Who Should subscribe to the course?

• Students who want to learn about Financial Planning
• All early & seasoned investors, as Financial Planning would make the backbone of your Wealth creation process and will help you in achieving financial freedom
• Advisors - If you are an advisor or planning to be a financial advisor, this course will help you immensely to understand the concepts and get various ready made templates and calculators which will help you in advisory business
• SEBI RIA, RA and CFP Exam candidates - Though this course is not made from passing these exams perspective but this course will help you understand the concepts in very simple language.
• Retirees - How to manager your Retirement corpus and invest lumpsum money to earn Regular income is discussed in the course.

Key Points to Note about CIFP Course

1. 24 number of videos with more than 8+ Hours of explanation.
2. 9 Excel Calculators, 5 Excel Templates and 4 premium articles.
3. Validity - 365 days. Once you buy, you will have full access till 365 days
4.  Language - Hinglish
5.  You can learn both from Mobile app and website
6.  Creator Profile - 
   1. Parimal Ade: He is the co-founder of InvestYadnya.in and has 15+ experience in Financial Markets. He has done wealth management of 500+ clients. He is the author of book - 108 Questions & Answers on Mutual Funds & SIP. He has his own Youtube channel with 3.5 Lakhs+ subscribers and Twitter handle with 50k+ followers.
   2. Gaurav Jain: He is the CEO of InvestYadnya.in and has 12+ experience. He is SEBI RIA and has done Financial Planning of more than 500+ clients in last 3 years. He is the author of book - How to Manage your Retirement Corpus.

CIFP Course Layout

FAQs
Q: What will I learn in CIFP Course and is it worth it?
A: The learner would get to understand following topics in this course:

• Learn the basics of Investing
• Understand specific investment strategies.
• What is financial planning & what is the importance of financial planning
• You will get to know about the components of financial planning
• Learn the process & mistakes of Financial Planning
• Learn about budgeting & current asset allocation
• Learn to calculate net worth & create personal income & net worth statement
• Learn to do Risk planning
• Learn to set financial goals
• Know how much and where to save for various goals

Q: Who should enroll for CIFP Course?
A: This course will be beneficial for following people:

• Those who want to do financial planning for him/herself or for clients.
• Those who are currently investing and want to learn more.
• Anyone who is ambitious want to learn a new skill.

Q: When will the video course expire?
A: This video course will expire in 365 days.

Q: On what device you can access this course?
A: This course can be accessed on the following devices:

• Web Browser
• Android Device (Download InvestYadnya App from Play Store)
• iOS Device (Download InvestYadnya App from App Store).

Q: I purchased the course, made the payment, the amount got deducted from my account also, but the course is not visible in "MY COURSES" Section. What to do?
A: Don't worry! This happens either due to fluctuations in the internet or some technical issue at our end. No need to worry. Please wait for one day as all the transactions are checked at midnight.  If you still don't see the course in your account the next day, then please contact us on (+91) 973 060 1468. We will help you out.

Q: How many times the videos can be watched?
A: You can watch all the lectures an unlimited number of times until the validity ends.

Read it carefully-
For technical assistance- call us on (+91) 973 060 1468

*Price is subject to change without any prior notice.
PS: Price is inclusive of GST.