Certified Financial Planner

Estate Planning Mastery Hub: The Industry Foundation

Your Lead Instructor

Course Overview

This course provides a comprehensive gateway to mastering the Certified Financial Planner (CFP) certification, tailored for aspirants preparing for India's competitive banking and finance exams. It offers in-depth coverage of high-scoring topics, exam strategies, and practical tools to dominate the UPSC, SSC, Banking, PSU, and regulatory exams.

What You Will Master

Gains in-depth knowledge of financial planning across all domains including taxation, investments, insurance, retirement planning, and estate planning.
Develops exam-specific strategies for tackling finance-related questions in UPSC Civil Service Exam (Prelims/Mains), SSC Economic Survey sections, and Banking Exams like SBI PO/Clerk and RBI Grade B.
Enhances analytical skills to solve complex financial case studies with a focus on real-world applications.
Prepares aspirants to align with global financial planning standards while addressing Indian regulatory frameworks (RBI, SEBI, IRDAI).

Strategic Exam Relevance

This course is highly relevant for exams such as the UPSC Civil Service Exam (Prelims and Mains Finance Optional), SSC Economic Survey sections, Banking Exams (SBI PO/Clerk, RBI Grade B), PSU recruitment tests, and regulatory exams like SEBI and IRDAI. It ensures alignment with exam patterns, high-scoring topics, and industry regulations.

Lesson – Introduction to Estate Planning5 min

Lesson 2 – Fundamentals of Will Creation5 min

Lesson 3 – Tax Implications and Strategi...5 min

Lesson 4 – Asset Protection and Distribu...5 min

Lesson 5 – Implementation and Review5 min