Session Plan for Introduction to Financial Planning
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Moksha Kalyan Ram Abhiramula
Jul 6, 2010, 11:12:03 PM7/6/10
to vijay, cfp_...@googlegroups.com
Module 1 Introduction to Financial Planning
Total Allocated Hours = 8 hours
Number of weekly session = 4
Weekly session duration = 2 hours
Session Plan
|
Session |
Tentative date |
Topic |
Prescribed book / Remarks |
|
1 |
04-07-2010 |
Introduction |
|
|
2 |
11-07-2010 |
Professional World of FP, Establishing relationship, Data Gathering |
Topic 1-3 |
|
3 |
18-07-2010 |
Offline Mock test (30 minutes) |
10:00 AM to 10:30 AM |
|
Basic Financial Details & Strategic options (90 minutes) |
Topic 4 &5 | ||
|
4 |
01-08-2010 |
Offline Mock test (30 minutes) |
10:00 AM to 10:30 AM |
|
Back grounding strategic options & Legal aspects (90 minutes) |
Topic 6 & 7 |
regards,
--
Kalyan Ram
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