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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
CFP Exams
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
Bank Exams
Contact Us
Get Free Demo
Login
Register
My Account
Student Dashboard
Edit Profile
Logout
Menu
My Account
Student Dashboard
Edit Profile
Logout
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
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