The document discusses planning for studying financial planning. It recommends creating a schedule and using time effectively. Some tips include preparing income/expense statements, forming a study group, and registering with the certification body early. The document also provides tips for planning exams, such as following the study plan, scheduling exams after completing modules, and staying up to date on updates. Finally, it suggests creating an outline for the first module which includes topics like the professional world of financial planning, ethics, financial math, and developing a financial plan.

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Introduction to
Financial Planning
Your Experience and
Learning during journey
towards a Goal will be more
valuable than achievement of
Goal!
- Chanakya
Enjoy Learning, Learn More…

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Do you think there is process to study Financial
Planning?
What is the first step in Financial Planning Study?
Plan your Study. If you do not plan for Last Module from the day
one, least are chances to clear all module on time.

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Useful Tips to Plan Your Study:
Prepare your daily time schedule and note time duration for
study;
Use your working time effectively, apply your planning skills in
day to day working, read useful information, understand
work/business process more closely;
Start using more functions of Excel & Calculator for your work
also. Prepare some product combination or meaningful
worksheet;
Ensure that you gain knowledge on finance from each and every
activities. Take part in resolving critical issues, particularly
taxation related;
Prepare your monthly income and expense statement;
Make a group of people, who can help you for this study.
Participate in your study session regularly and actively;
And last but not least register yourself with FPSB India asap.

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Useful Tips to Plan Your Exam:
Read your Text Book and Work Book regularly as your study
progress;
Stick to your study plan. Self-discipline is very important;
Decide your suitable exam date at the start of study of particular
module. So that you can avoid fire fighting;
Plan your exam schedule close to Education Provider’s schedule.
However you can overtake or shuffle schedule as per your
preference;
Take your exam as soon as your coaching on a particular module
finishes;
Stay in touch with your Education Provider for regular update.
Visit FPSP India site on regular interval.
And last but not least, spend time on acquiring knowledge, be
active learner and apply your knowledge in your practice or job.

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commitment
Self-discipline motivation
Self
Study
organized independence

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Let us Plan our First Module.
Prepare a Module Outline:

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Module Outline:
Session : 1
Professional World of Financial Planner;
Establishing the Relationship, “client – planner relationship”;
Data Gathering & Goal Setting.

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Module Outline:
Session : 2
Code of Ethics and Practice Guideline;
Financial Mathematics;
Use of Financial Calculator.

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Module Outline:
Session : 3
Identification of Financial Problems and Analysis of Basic
Financial Details;
Preparation of Written Alternatives and Recommendations;
Back grounding strategic Options;
Putting the Strategies Together;

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Module Outline:
Session : 4
Developing and Implementing Financial Plan;
Review and Revision of the Plan;
Problem Solving.