Archive for the ‘Introduction to FP’ Category
This module would serve as an introduction to Financial Planning. The module would cover the six-step process which includes Financial Planning process, client interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, overview of risk management investment planning and retirement planning, special circumstances, plan integration, ethics, and business aspects of Financial Planning.
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Growing Annuity, CFP
Posted by Prashant Shah on October 6, 2017
Posted in Advance FP, CFP, Introduction to FP, TVM | Leave a Comment »
IRR and XIRR Function, CFP
Posted by Prashant Shah on September 20, 2017
Posted in Advance FP, CFP, Introduction to FP | 1 Comment »
PVS (Prashant V Shah) 