Paper I | Paper II | Paper III

Paper I

SUBJECT I : INTRODUCTION TO FINANCIAL PLANNING

COURSE DESCRIPTION : This module serves as an introduction to Financial Planning. The module would cover the process which helps in making financial plans for individuals.
Key Topics –

• Time value of money,
• Use of Excel sheet & financial calculators
• Process of financial planning
  and many more…

SUBJECT II : INSURANCE PLANNING

COURSE DESCRIPTION :This module would cover the knowledge requirements relating to insurance and risk management for an individual.
Key Topics –

• Risk & Risk Management,
• Principles of Insurance & need analysis,
• Life & general insurance products.
  and many more

SUBJECT III : RETIREMENT PLANNING

COURSE DESCRIPTION :This module would cover the knowledge requirements relating to retirement planning for an individual. The emphasis is on the process of wealth creation and the retirement planning and strategies for clients.
Key Topics –

• Retirement benefits plans,
• Retirement need analysis,
• Strategies – Pre & post retirement
  and many more…
  
  

  Paper II

SUBJECT I: INVESTMENT PLANNING

COURSE DESCRIPTION :This module includes introduction to Investment Planning, Investment vehicles, investment strategies, Regulation of an investment advisor, Application to clients, etc.
Key Topics –

• Risk & Return,
• Equity & Bond valuations,
• Mutual funds, Small Savings,
• Investment strategies.
  and many more…

SUBJECT II : TAX PLANNING

COURSE DESCRIPTION :This module would cover the knowledge requirements relating to tax planning.
Key Topics –

• Taxation related to various investment options,
• Tax treatment for income from various heads,
• Tax rates & Tax computation.
  and may more…
  
  
                                                                Paper III

PERSONAL FINANCIAL PLANNING

COURSE DESCRIPTION :This module builds upon the foundations in Personal Financial Planning and the knowledge requirements in Paper I & II to enable the DPFP professional to construct a comprehensive financial plan for a client. Miscellaneous topics are also covered in this paper.