FINANCIAL PLAN ASSESSMENT
Create an Extensive Financial Plan from Scratch
20+ Advance Excel Sheets, 60+ pages of Financial report
Learn and Revise Goal Integration , Growing Annuity and many more concepts.
"Every Financial Plan is different so is every Financial Planner"
— Sunita Rao, CFA
Hear it From The Trainer
Program Schedule
The Financial Plan Program runs over a period of 8 Days. Sessions are held online to accommodate your schedule. The curriculum is divided into 2 modules, one on Excel Financial Plan Construction and another on Financial Plan Document Preparation.
Program Overview
The Financial Plan Program
under the Certified Financial Planning is your gateway to mastering the art of financial planning. Whether you're a seasoned professional looking to refine your skills or someone new to the field, our program caters to participants of all levels. Our carefully curated curriculum and personalized approach ensure that you not only learn the theory but also gain practical insights to create effective financial plans.
This unique program
is designed to provide you with comprehensive training, personalized one-on-one sessions, and dedicated support to help you craft exceptional financial plans and successfully navigate the submission process.
Program Highlights
Trainer Led Sessions
One-on-One Sessions:
Support till Submission:
Our expert trainers bring years of experience to the table. Engage in interactive, in-depth sessions that cover essential topics, advanced techniques, and industry best practices. Benefit from real-world examples and case studies that enhance your understanding of financial planning.
Personalized attention is a cornerstone of our program. You'll have the opportunity to schedule individual sessions with our trainers, allowing you to address specific queries, dive deeper into concepts, and receive tailored guidance based on your unique goals.
Crafting a winning financial plan is just the beginning. We understand that the submission process can be challenging. That's why our support doesn't end with the training. We'll guide you through the entire submission process, ensuring your financial plans are well-prepared and meet the necessary criteria.
About Me
Hi, I’m Sunita Rao, CFA
I am a Chartered Financial Analyst , Fellowship in Life Insurance and an Arbitrator by profession with an experience of over 14 years in the field of financial consulting and training. I have trained over 5000+ students including senior bankers, CFO, investment bankers from top organizations across the world.
It was an honor to train and support 100+ CFP till date on their journey to become a Certified Financial Planner. and I take pride in my sty
le of training which it more concept oriented and helps you create your plan with creativity.
WHAT STUDENTS HAVE TO SAY...
"It was nice experience with you training in a group or one to one resolving the query. You being soft spoken, I could very much relate to you. I realized, the content matters a lot. Your content was quite powerful. With your support, I was able to submit my case study with confidence. Thank you so much!"
- Shweta Dalan
"Thank you ma'am, for being my trainer to show the path to crack CFP case, I am thankful and grateful for being your student, I am confident i will pass the Standard, I would be Clearing CFP final exam under your training, Thank you once again!! "
- Praveen Kumar Varma
Thanks for the wonderful online sessions on CFP - Case Study. You have helped me to decode the case study in a simple way to take it to the logical conclusion.
Your teaching method is very nice and I was able to complete the same with detailed calculations and financial plan. Earlier I was thinking it is very difficult for me to understand how to go about it. Your method of calculating the Growing SIP (FVGP) formula has helped me to give a better solution to the clients goals.
Your one to one meet has helped me to focus on the case study and complete it before the deadline. After completion of the Plan, I am confident to make financial plans for anu client and his different needs.
Thanks once again."
- Ravindra S Kulkarni.
Thank you very much for your unwavering support and guidance throughout the process of completing the calculations and preparing the plan presentation.
I truly appreciate your constant motivation, and I am certain that without your assistance, I would not have been able to accomplish this task.
Your guidance has given me the confidence to move forward, and I am determined to succeed this time."
- Narendra Kumar.