Cfp study material

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HELLO , am a cfp student and am appearing for the first module of "risk analysis and insurance planning" . i have been referring IC 33 and 34 but these books concentrate on the concepts not the problems and are not helpful for my preparation. plz suggest me what kind of books should i refer for insurance module involving problems.

if anyone has sample papers along with solutions or any material which would be helpful plz revert back .

thank you!

 

Replies (3)
i think tata Mcgrawhill provides cfp books. You can buy the set of 5 books for Rs.2200. I think they are also available online at imsproschool.com
there books contain questions you're looking for. However i'd advise you to call imsproschool and confirm first.

CFP VIDEO CLASSES FOR ALL THE MODULES

 

These lectures and case studies covers the curriculum prescribed by FPSB(India)

 

It covers over 70 hours of video

It has more than 150 topics/videos discussed

It has more than 20 case studies solved in real-time along with financial calculator along with notes provided

 

The videos are provided in a 16GB pen drive for easy viewing of videos

 

Module 1 : Introduction to Financial Planning.

Module 2 : Risk Analysis and Insurance Planning.

Module 3 : Retirement Planning and Employee Benefits.

Module 4 : Investment Planning.

Module 5 : Tax and Estate Planning.

Module 6 : Advanced Financial Planning.

 

Contact :jaymbaca16 @ gmail.com


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