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Note: New content for both the Modules NISM-Series-X-A Investment Adviser (Level 1) & NISM-Series-X-B Investment Adviser (Level 2) as per revised Examination has been updated on Eduinfily.
  • Home
  • About Us
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    • Investment Planning Specialist Module
    • Retirement & Tax planning Module
    • Risk and Estate Planning Module
  • NISM Exams
  • Bank Exams
  • Contact Us
Menu
  • Home
  • About Us
  • CFP Exams
    • Investment Planning Specialist Module
    • Retirement & Tax planning Module
    • Risk and Estate Planning Module
  • NISM Exams
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FPSB® Financial Planning Capstone Course

Course Content

The Financial Planning Process
Financial Planning Process and Practice
Professional Skills
Client Characteristics
Client Engagement and Communication
Critical Thinking
Introduction to the Discovery Process
Engaging Clients for Life
Appreciative Inquiry
Discovery Process Applied
Goal Determination, Refinement
Develop Recommendations
Presenting Recommendations
Financial Planning Background
Developing Effective Financial Plans
Collection
Guidelines
Analysis
The Financial Plan
Synthesis
  • Institute for Financial Literacy,
    205, Shri Mansion, Kamla Marg,
    C-Scheme, Jaipur - 302001.

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