CFP Complete Exam Preparation Video Course (150+ Lessons)
عدد الدروس : 150 عدد ساعات الدورة : 09:43:45 شهادة معتمدة : نعم التسجيل في الدورة للحصول على شهادةللحصول على شهادة
- 1- التسجيل
- 2- مشاهدة الكورس كاملا
- 3- متابعة نسبة اكتمال الكورس تدريجيا
- 4- بعد الانتهاء تظهر الشهادة في الملف الشخصي الخاص بك
قائمة الدروس
عن الدورة
This complete CFP Exam Preparation Video Course is a full training program designed to cover all major knowledge areas tested in the Certified Financial Planner (CFP) exam through more than 150 structured lessons. The course provides a step-by-step learning path from fundamentals to advanced financial planning topics.
The program begins with the Fundamentals of Financial Planning, including ethics, fiduciary duty, conflict of interest, compensation models, professionalism, and financial planning standards. Learners then move into a deep exploration of Investments, covering portfolio theory, risk and return, bonds, options, market indices, CAPM, modern portfolio theory, and performance measurement.
The Insurance module explains risk management, life insurance, health insurance, annuities, disability insurance, long-term care, and regulatory requirements. In the Tax Planning section, learners master cost basis, capital gains, deductions, credits, AMT, charitable contributions, and advanced tax strategies.
The Retirement Planning module provides full coverage of qualified plans, ERISA rules, 401(k), IRAs, Roth conversions, stock options, and distribution rules. Finally, the Estate Planning section explains wills, trusts, probate, gift tax, GSTT, and estate tax strategies.
This course is ideal for candidates seeking a complete, structured, and exam-focused CFP preparation program.
