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The study and research of different fields of certified financial planning

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research papers
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22 pages
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  1. Introduction to problem
  2. Introduction to CFP
  3. CFP module description
    1. Module 1:Introduction to financial planning
    2. Module 2: Risk management and insurance planning
    3. Module 3: Retirement planning and employee benefits
    4. Module 4: Investment planning
    5. Module 5: Tax planning and estate planning
    6. Module 6: Financial plan construction
  4. Relationship with the economy
  5. Fields where there is a need of financial planners
    1. Importance
    2. Scope of the study
  6. Financial planning as a carrer
  7. The benefits of CFP certification
  8. CFP's mounting position
  9. Use of CFP tag
  10. Financial planning
  11. Data analysis and interpretation
  12. SWOT analysis
  13. Recommendations
  14. Conclusions
  15. Bibliography
  16. Questionnaire

Every body has dreams, dreams for themselves, dreams for their families, To fulfill these one needs to back up earnings by investing wisely. Most people work hard and earn money but when it comes to financial planning and actually going ahead with it they don't care much. Every one is different, so every one has different financial goals.

You may have come across the term 'Financial Planning' and wondered what it means. You may have decided work on your own Financial plan but you're not sure how. Or you may feel it's time you went to a Financial Planner for some professional advice. Whatever your situation, the following information can help you decide what's right for you.
This section explains Financial Planning and its benefits. It describes what you should expect and highlights the importance of your role in the Financial Planning process. The answers to some common questions about Financial Planning are also provided.

These six modules, in-depth curriculum provides equal emphasis on all financial disciplines, including the financial planning process, risk management, investment planning, tax planning, retirement planning and estate planning. The program is practical and client-based, incorporating real-life situations that promote immediate professional application.

[...] The job analysis was part of a comprehensive Syllabus Review developed by FPSC to keep the Professional Proficiency Examination leading to the Certified Financial Planner designation relevant to the knowledge and skills planners use in their current practice. Over 300 CFP professionals across the country, constituting a representative sample, were asked to rate specific topic areas in a revised draft syllabus for depth of knowledge and frequency of application relative to their current practice. They were asked to respond as "someone who does not have a specialized practice, but rather someone who provides a comprehensive range of financial planning services without supervision." "This type of comprehensive field-based survey is fundamental to the ongoing process of setting standards that are relevant to that which practitioners are actually called upon to do in their daily practice,'' says FPSC President, Don Johnston. [...]


[...] It describes what you should expect and highlights the importance of your role in the Financial Planning process. The answers to some common questions about Financial Planning are also provided. What is Financial Planning? Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement. The Financial Planning process consists of six steps that help you take a 'big picture' look at where you are currently. [...]


[...] The process of financial planning can be analyzed from the hypothetically created portfolios where $ 100 is invested into different investment options available and their returns are calculated accordingly. It also helps us in understanding the investment behavior of different types of investors. We can observe from the returns that highest return amongst the given portfolios comes in portfolio 7 i.e. around where the major investment is done in mutual funds. Return is a relative term and its meaning and significance varies from investor to investor. [...]

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