Topic 1
PFP Profession - Clarity & Opportunities
- Introduction to PFP Profession
- Market Potential for PFPs
- Earning Potential for PFPs
- Career Path of a PFPs
ProTool
- PFP Capability Analyzer
Topic 2
Topic 2 - PFP Career Growth Blueprint
- PFP Models & Options
- PFP Top Aspirations and Obstacles
- Strategies To Achieve Your Dream Practice / Career
- Human Financial Advisors
- Nine Step Blueprint For Financial Advisory Practice
ProTool
- PFP Credibility Analyzer
Topic 3
Ethics, Responsibilities & Client First Approach
- PFP responsibilities towards Clients
- Client First Approach & Ethics
- Building Trust with Clients
- Ethics @ Heart Oath by PFPs
ProTool
- Ethics @ Heart - Tool
Topic 4
Pillars Personal Finance & Behavioral Finance
- Income Expenses Statement
- Networth Statement
- Behavioural Finance - Introduction
- Major Biases in Behavioural Finance
- PFP's Role
ProTool
- REAL Statement
Topic 5
Financial Maths - Time Value of Money - 1
- Concept of Time value of Money
- TVM Variables
- Present Value (PV)
- Future Value (FV)
- Rate of Return (RATE)
- Number of Periods (NPER)
- Regular Payments (PMT)
- Type = Begin (1) / End (0)
ProTool
- One TVM Calculator
Topic 6
Financial Maths - Rate of Returns - 2
- Nominal & Effective Rate
- Absolute & Annualised Returns
- Tax Adjusted & Real Rate of Returns
- IRR & XIRR (Internal & Extended Returns)
ProTool
- One ROR Calculator
Topic 7
Comprehensive Financial Consultancy Process
- Understand Clients
- Analyse Clients Situation
- Recommend Products & Solutions
- Execute Recommendations
- Monitor Recommendations
- Review Clients Financial Life
- Client Coaching
ProTool
- Consultancy Process Matrix
Topic 8
Industry Regulations and Compliance
- Why do we need regulations?
- Securities Market Regulations
- Regulatory framework in Financial Services
- Key SEBI regulations for MFDs
- AMFI guidelines and best practices for MFDs
- Key SEBI regulations for Investment Advisors
ProTool
- Best Practices Checklist
Topic 9
Investor Goals & Common Mistakes
- Why set Financial Goals?
- Financial Goals Pyramid
- Financial Life Stages
- SMART Goal Setting
- Goal Planning Concepts
- Common Money Mistakes & Concerns of Investors
ProTool
- Clients Goal Matrix
Topic 10
Macro Economic Impacting Investors
- What is Macro Economics?
- Key Indicators for Investors & its impact
- Importance Functions of RBI
- Relationship between Macro Economics & Investments
ProTool
- Client Financial Indicators
Topic 11
Capital Markets And Impact On Investors
- Understanding Equity Markets
- Factors Affecting Equity Markets
- Understanding Debt Markets
- Fixed Income Markets & Instruments
- Equity Market v/s Debt Market
ProTool
- Asset Class Performance
Topic 12
Asset Classes & Investment Products
- Introduction to Asset Classes
- Types of Asset Classes
- Investment Product with each Asset Class
- Investment Product with each Asset Class
ProTool
- Product Suitability Matrix
