Module 1 - Foundations of Profession - QPFP Certification Program by Network FP

Module 1 – Foundations of Profession

Click Module below to see it’s Curriculum
Topic 1

Role & Responsibilities of a PF Professional

  • Solving Financial Problems
  • Helping Achieve Life Goals
  • Contribution to Society & World
  • Creating New Oppurtunities
  • Impact on Family Happiness
  • Help Achieve Financial Wellbeing

ProTool

  • Personal Vision Statement
Topic 2

Career Potential for PF Professional

  • How many Professionals required India?
  • Career Graph of a PFP
  • How to Build a Career for Lifetime
  • Earning Potential for PFP's
  • Employment Vs. Entrepreneurship
  • Aspirations & Expectations

ProTool

  • Income Potential Calculator
Topic 3

Competency Profile of PF Professional

  • Knowledge Required
  • Communication Skills
  • Productivity in New Age
  • Soft Skills Required
  • Continuous Education

ProTool

  • PFP Capability Analyzer
Topic 4

Client First Approach & Ethics of PF Professionals

  • Ethics & Client First Approach
  • Your Purpose & Drive
  • Avoiding / Minimizing Conflict of Interests
  • Ethics@Heart Oath
  • Client First Approach in Practice

ProTool

  • Ethics Oath Statement
Topic 5

Understanding Indian Consumers & Investors

  • Savings & Investment Patterns
  • Income & other Demographics
  • Risk Taking Behaviour
  • Common Money Mistakes
  • Current Nature of Financial Intermediation
  • Behavioral Biases

ProTool

  • Financial Health Checkup
Topic 6

Macro Economics impacting Consumers & Investors

  • Inflation
  • Interest rates
  • Indian Economy
  • Financial Markets & Money Flow
  • GDP Growth
  • Equity Return
  • Capital Markets

ProTool

  • Family FIDOK Template
Topic 7

Financial Maths & Time Value of Money - 1

  • Key Excel Functions & Shortcuts
  • Future Value
  • Rate of Return
  • Annuity
  • Present Value
  • Timeline
  • PMT

ProTool

  • REAL Statement
Topic 8

Financial Maths & Time Value of Money - 2

  • Key Excel Functions & Shortcuts
  • XIRR
  • NPV
  • Inflation Adjusted Returns
  • Real Rate Vs. Nominal Rate
  • IRR
  • CAGR
  • Tax Adjusted Returns
  • Risk Adjusted Returns
  • Power of Compounding

ProTool

  • One TVM Calculator
Revision (Week 5)

Module 1 Revision

Examination

Module 1 Examination