Friday, 30 May 2014

Certified Finance Planner Couses Details


Certified Finance Planner (CFP) offer total 5 Modules and 5 Exams.  

  • Introduction to Finance Planner
  • Risk Analysis & Insurance Planning (Exam 1)
  • Retirement planning and Employee benefits (Exam 2)
  • Investment Planning (Exam 3)
  • Tax planning & Estate planning (Exam 4)

  Exams for becoming Certified Finance Planner



  • Risk Analysis & Insurance Planning (Exam 1)
  • Retirement planning and Employee benefits (Exam 2)
  • Investment Planning (Exam 3)
  • Tax planning & Estate planning (Exam 4)
  • Advance financial planning (Exam 5).

First 4 Exams was related to the subject and the 5 Exam is combination for all exams.

So you need to have good command over all the Modules to Pass Certified Finance Planner.

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