CFP India - independent subject foundations study plan
CFP India - independent subject foundations · Give each week a clear focus.
8 weeks · About 5 hours per week
Goals, cash flow, insurance and lifecycle planning
Review Goals, cash flow, insurance and lifecycle planning using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Goals, cash flow, insurance and lifecycle planning, with supporting reasoning and unresolved questions.
Investment instruments, portfolios and measured performance
Review Investment instruments, portfolios and measured performance using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Investment instruments, portfolios and measured performance, with supporting reasoning and unresolved questions.
Financial appraisal, financing and conditional valuation models
Review Financial appraisal, financing and conditional valuation models using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Financial appraisal, financing and conditional valuation models, with supporting reasoning and unresolved questions.
Risk transfer, policy analysis, underwriting and claims
Review Risk transfer, policy analysis, underwriting and claims using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Risk transfer, policy analysis, underwriting and claims, with supporting reasoning and unresolved questions.
Market, credit, liquidity and model-risk reasoning
Review Market, credit, liquidity and model-risk reasoning using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Market, credit, liquidity and model-risk reasoning, with supporting reasoning and unresolved questions.
Goals, cash flow, insurance and lifecycle planning
Review Goals, cash flow, insurance and lifecycle planning using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Goals, cash flow, insurance and lifecycle planning, with supporting reasoning and unresolved questions.
Goals, cash flow, insurance and lifecycle planning & Investment instruments, portfolios and measured performance & Financial appraisal, financing and conditional valuation models & Risk transfer, policy analysis, underwriting and claims & Market, credit, liquidity and model-risk reasoning
Apply the cases before reading model responses.
Retest recurring errors with a mixed set and compare preparation with the actual syllabus.
Your checkpoint
A checked study log for Goals, cash flow, insurance and lifecycle planning, Investment instruments, portfolios and measured performance, Financial appraisal, financing and conditional valuation models, Risk transfer, policy analysis, underwriting and claims, Market, credit, liquidity and model-risk reasoning, with supporting reasoning and unresolved questions.
Goals, cash flow, insurance and lifecycle planning & Investment instruments, portfolios and measured performance & Financial appraisal, financing and conditional valuation models & Risk transfer, policy analysis, underwriting and claims & Market, credit, liquidity and model-risk reasoning
Apply the cases before reading model responses.
Retest recurring errors with a mixed set and compare preparation with the actual syllabus.
Your checkpoint
A checked study log for Goals, cash flow, insurance and lifecycle planning, Investment instruments, portfolios and measured performance, Financial appraisal, financing and conditional valuation models, Risk transfer, policy analysis, underwriting and claims, Market, credit, liquidity and model-risk reasoning, with supporting reasoning and unresolved questions.
Milestones
Week 2: Explain the principal concepts using evidence rather than memorized option positions.
Week 5: Apply subject concepts to cases and identify assumptions and limits.
Week 8: Review mixed performance and the exact current qualification requirements.