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CFP – Explainer Video

CERTIFIED FINANCIAL PLANNER (CFP) Certification course is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. In this era of super specialization, the Professional Certification – CFP Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. CFP Certification is the highest level of Certification worldwide in the field of Financial Planning with over 1,71,000 CFP professionals and widely respected by consumers, professionals & industry. The CFP Certification wins trust and presents opportunities worldwide.

Real Rate of Return (Nominal vs. Real) - Dosa Economics

A real rate of return is the annual percentage return realized on an investment, which is adjusted for changes in prices due to inflation or other external effects. This method expresses the nominal rate of return in real terms, which keeps the purchasing power of a given level of capital constant over time. Ex RBI Governor Raghuram Rajan’s dosa economics says fall in interest rates fetches higher real returns.

Asset Allocation

Before starting to invest in financial products, ideally an investor needs to decide the right mix of the products in which he/she is going to invest. Asset Allocation helps us to find that right mix. It is the implementation of an investment strategy that seeks to balance risk and reward by adjusting the percentage of each asset in an investment portfolio based on the investor’s risk taking capacity, goals and the time frame needed to reach those goals.

Strategic Analysis - Porter's 5 Factor Model

Michael Porter’s Five Force Framework is an important model for assessing and evaluating the competitiveness and strength of a business organization. It helps users in understanding the factors that affect profitability of an organization in a specific industry leading up to informed decision making.