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Guide Me To Crack CFP As I Am Finding It Difficult...... : 12 Comments

Pradnya is seeking guidance on preparing for the CFP exam as she finds it difficult. Manish recommends thoroughly studying time value of money and solving at least 20 case studies from previous exams available on the Mandar Academy site. He offers for Pradnya to join his classes in Delhi if possible. Kirtan provides a more detailed study strategy, recommending focusing on ethics, time value of money, insurance calculations, retirement planning methods, portfolio management, taxation topics, and solving a minimum of 20 past cases and 6 from the FPSB India website.

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0% found this document useful (0 votes)
32 views

Guide Me To Crack CFP As I Am Finding It Difficult...... : 12 Comments

Pradnya is seeking guidance on preparing for the CFP exam as she finds it difficult. Manish recommends thoroughly studying time value of money and solving at least 20 case studies from previous exams available on the Mandar Academy site. He offers for Pradnya to join his classes in Delhi if possible. Kirtan provides a more detailed study strategy, recommending focusing on ethics, time value of money, insurance calculations, retirement planning methods, portfolio management, taxation topics, and solving a minimum of 20 past cases and 6 from the FPSB India website.

Uploaded by

Kr Prajapat
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Pradnya

Guide me to crack CFP as I am finding it difficult......


Hi everybody, I have registered for CFP & got IIFP study material from one of my friend. As I have enough work experience in finance field, I am eligible directly for 6th module. Now I need your help in moving ahead & strategy to face the exam, as I am not working from last 3 years.... Will be thankful for all your suggestions, guidance & suggested about study material......
11 months ago

12 comments

manish

manish P. hi pradnya i have also cleared the final module only but for that i have taken classes on some topics from a CFP in lucknow .time value of money is the main chapter that you have to go thru very thoroughly and then solve atleast 20 case studies from previous exams ,available on mandar academy site. if you are in delhi u can come to my classes at dwarka. in case of any other help contact me on 9999084329
11 months ago Pradnya

Pradnya P. Thanks Mr. manish for your reply....I am in pune right now so can't join your classes.. Thanks a lot.
11 months ago Sahil

Sahil A. M pursuing b.com 2nd yr want to join cfp .. is it a gud course.. is der a scope in cfp ? wil i get a gud job ?
10 months ago

Yogesh

Yogesh B. Hi Sahil, Undoubtedly this is on the best programs available on this earth in personal Finance and best part is that now you can attend classroom program in Hyderabad it self at ACE school for professional studies promoted by Practitioners & qualified CFPs request you to visit us at www.asps.edu.in / or else share your contact details we shall get in touch with you for further clarification.
10 months ago

sanya

sanya M. is there any study material available online ?


10 months ago Puja

Puja S. hi.... all what you require is proper guidance. I am financial trainer . visit this site http://www.finoptions.in/default.php
10 months ago

Kalpesh

Kalpesh S. i wud suggest u to go thru retirement planning and insurance module first, get it throughly in ur mind and then appear for the challange status exam.
9 months ago

Kalpesh

Kalpesh S. @Sanya......u can get enuf study material from the education provider u enrol thru or else can get in touch with me.
9 months ago

Kirtan

Kirtan S. Hi Pradnya, 1) From Intro module you need to know code of ethics and time value of money 2) From Insurance module you need to study HLV calculations 3) From Retirement Planning - Income and Expense method for corpus calculations 4) From Investment Planning - Portfolio Management and Rebalancing 5) From Taxation - Capital gains and salary. After you do this you would have to solve minimum 20 cases that came in the past and than 6 cases uploaded on the FPSB India website. Hope this helps. Best Regards,

Kirtan Shah Director - Product & Training Ambition Learning Solutions


9 months ago

http://www.mandarfin.net/students/register_user_index.php# for papers preparation

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