CFIPP – Certified Finance and Investment Planning


Course Title: Certified Finance and Investment Planning Professional

Course Length: 12 Units

Proficiency Level: Advanced

Course Description:

The course is designed to help learners develop practical skills required for an Advanced Certified Finance and Investment Planning Professional in a modern business environment. The course follows industry-wide standards and best practices, and all objectives are measurable, ensuring that learners are equipped with the knowledge and skills required for a successful career in financial planning and investment management.

Course Structure:

Unit 1: Introduction to Financial Planning

Unit 2: Investment Instruments

Unit 3: Risk Management in Financial Planning

Unit 4: Insurance Planning

Unit 5: Tax Planning

Unit 6: Estate Planning

Unit 7: Retirement Planning

Unit 8: Investment Strategies

Unit 9: Asset Allocation

Unit 10: Portfolio Management Techniques

Unit 11: Behavioral Finance

Unit 12: Capstone Project

Course Objectives:

  • Understand the key concepts and principles of financial planning and investment management.
  • Gain knowledge of the different types of investment instruments and understand their features, benefits, and drawbacks.
  • Develop the skills to assess and manage financial risks, including inflation risk, market risk, and liquidity risk.
  • Learn how to plan and manage insurance coverage for clients, including life insurance, disability insurance, and long-term care insurance.
  • Understand the tax implications of investment decisions and gain knowledge in devising tax-efficient financial plans.
  • Develop skills in estate planning, including the use of trusts and other wealth transfer techniques.
  • Understand the key elements of retirement planning, including retirement income needs and the role of Social Security.
  • Develop effective investment strategies and understand the advantages and disadvantages of different investment vehicles.
  • Understand asset allocation strategies for different types of investment portfolios.
  • Acquire essential skills in portfolio management, including risk management, investment valuation, and performance measurement.
SKU: 6428-1-1-1-1-1 Categories: , Tag:


AC Language School online continuing education certifications offer a modern, innovative approach to learning for the global market. Our certifications are composed of interactive components such as multimedia, simulations, and virtual reality activities that are tailored to various learning styles and cultures. These components help create an engaging and immersive learning environment for participants. We also provide video instruction which can be used to quickly understand concepts or review material in the future. Additionally, we incorporate social elements like discussion forums, assignments, and gamification to encourage participant engagement with the course material. With our cutting-edge online education courses, learners can gain knowledge quickly while having a dynamic experience.

  • Interactive activities and learning path
  • Instant access to our platform/multimedia content
  • 1-year full access to the purchased courses