Fundamentals of financial management

● Overview of financial management and CFP system

● Financial management and economics

● Financial management and law

● Functions and supervision of financial institutions

Basic skills of financial management

Prepare and analyze family financial statements and budgets.

● Analysis of customer value orientation and behavior characteristics

● Time value of money and operation of financial calculator

Family comprehensive financial management

● Residential planning and real estate investment

● Credit and debt management

● Education grant planning

● Financial planning for special activities

Investment planning

● Investment planning environment

● Investment theory and market efficiency

● Bond market and bond investment

● Stock market and stock investment

● Derivatives and foreign exchange investment

● Asset allocation and performance evaluation

Personal risk management and insurance planning

● Risk and risk management

● Basic principles of insurance

● Life insurance

● Accident, property and liability insurance

● Family risk and insurance demand analysis

Employee benefits and retirement plan

● Wages and employee income

● Social welfare and wage deduction

● Enterprise welfare and wage deduction

● Principle and operation flow of retirement plan.

Personal taxation and estate planning

● Overview of income tax

● Tax planning

● Heritage planning

Financial planning case

Low financial management case demonstration

Making financial planning report with excel

● Financial case making

● Release of financial management cases

The qualification certification of financial planner AFP must require standard training, and self-study is not supported at present. Moreover, the course itself has a lot of calculation problems and financial calculators, and it takes time to learn without the guidance of teachers. For the study and training of financial planner AFP, you can consult professional teachers on the website of Chongqing Education Department in Cai Xi.