edu.visagar.com

VISAGAR Education: HOME

Helpline: (022) 6742 4815. Ldquo;I give more importance to financial literacy than economic literacy”. Admissions commencing June 2011 for Course: CERTIFIED FINANCIAL PLANNER. As specialists in imparting result oriented practical knowledge to our students. We have lauched CFP. Programme. Providing the best-in-class Study material, Faculty, Study ambience and Student assistance, we aim to continue setting industry benchmarks. VISAGAR Edu @ Fb. Certification education requirements ensures the CFP. Examinat...

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Helpline: (022) 6742 4815. Ldquo;I give more importance to financial literacy than economic literacy”. Admissions commencing June 2011 for Course: CERTIFIED FINANCIAL PLANNER. As specialists in imparting result oriented practical knowledge to our students. We have lauched CFP. Programme. Providing the best-in-class Study material, Faculty, Study ambience and Student assistance, we aim to continue setting industry benchmarks. VISAGAR Edu @ Fb. Certification education requirements ensures the CFP. Examinat...

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VISAGAR Education: HOME | edu.visagar.com Reviews

https://edu.visagar.com

Helpline: (022) 6742 4815. Ldquo;I give more importance to financial literacy than economic literacy”. Admissions commencing June 2011 for Course: CERTIFIED FINANCIAL PLANNER. As specialists in imparting result oriented practical knowledge to our students. We have lauched CFP. Programme. Providing the best-in-class Study material, Faculty, Study ambience and Student assistance, we aim to continue setting industry benchmarks. VISAGAR Edu @ Fb. Certification education requirements ensures the CFP. Examinat...

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edu.visagar.com

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VISAGAR Education: Tax Planning & Estate Planning

http://edu.visagar.com/module5.php

Helpline: (022) 6742 4815. Tax Planning and Estate Planning. Certification Education Program Syllabus. Module V - Tax Planning and Estate Planning. This module would cover the knowledge requirements relating to tax planning and estate planning for a CFP professional. Ethical considerations in tax planning. B Dangers of tax evasion. A Filing tax returns and documentation. C The audit process. D Refund of income tax. Tax calculations and special rules. B Adjusted gross income. F Clubbing of Income. D Tax i...

2

VISAGAR Education: CFP

http://edu.visagar.com/coursecontent.php

Helpline: (022) 6742 4815. Module I - Introduction to Financial Planning. Module II - Risk Analysis and Insurance Planning. Module III - Retirement Planning and Employees Benefits. Module IV - Investment Planning. Module V - Tax Planning and Estate Planning. Module VI - Advanced Financial Planning. Ph: (022) 6742 4815 / (0) 982054753.

3

VISAGAR Education: Introduction to Financial Planning

http://edu.visagar.com/module1.php

Helpline: (022) 6742 4815. Introduction to Financial Planning. Certification Education Program Syllabus. Module I - Introduction to Financial Planning. Establishing client- planner relationships. A Explain issues and concepts related to overall Financial Planning process, as appropriate to the client. B Explain services provided, the process of planning, documentation required, and disclosure statements. C Clarify client’s and CFP. Licensee’s responsibilities and complaint handling mechanisms. A Analysis...

4

VISAGAR Education: Investment Planning

http://edu.visagar.com/module4.php

Helpline: (022) 6742 4815. Certification Education Program Syllabus. Module IV - Investment Planning. This module includes introduction to Investment Planning, Investment vehicles, investment strategies, Regulation of an investment advisor, Application to clients, etc. Introduction to Investment Planning. How investment planning is different from selling investment products. A Definition of risk. B Types of risk. Diversifiable and un-diversifiable risk. A Relationship between risk and return. B Fixed and...

5

VISAGAR Education: Risk Analysis & Insurance Planning

http://edu.visagar.com/module2.php

Helpline: (022) 6742 4815. Risk Analysis and Insurance Planning. Certification Education Program Syllabus. Module II - Risk Analysis and Insurance Planning. COURSE DESCRIPTION: This module would cover the knowledge requirements relating to insurance and risk analysis for a CFP. Introduction to Risk Analysis. A Meaning of risk. B Basic categories of risk. C Types of pure risk. F Methods of handling risk. A Basic characteristics of insurance – pooling of losses, risk transfer, indemnification. G Co-insuran...

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VISAGAR Education: HOME

Helpline: (022) 6742 4815. Ldquo;I give more importance to financial literacy than economic literacy”. Admissions commencing June 2011 for Course: CERTIFIED FINANCIAL PLANNER. As specialists in imparting result oriented practical knowledge to our students. We have lauched CFP. Programme. Providing the best-in-class Study material, Faculty, Study ambience and Student assistance, we aim to continue setting industry benchmarks. VISAGAR Edu @ Fb. Certification education requirements ensures the CFP. Examinat...

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