CFP® Module 1 — Investment Planning Specialist
FPSB India's foundation — investment vehicles, asset allocation, portfolio construction, performance measurement. The first specialist module on the path to CFP certification.
Quick info
- Layer
- Professional Certifications
- Track
- CFP® (FPSB India)
- Estimated hours
- 60 hrs
- Chapters
- 10
- Exam body
- FPSB India
- Cost on Trustner
- Free
The full chapter-by-chapter syllabus is published below so you know exactly what you're committing to. Individual lesson pages are being authored progressively over the coming weeks. Bookmark this page or browse all courses.
About this course
The first FPSB India specialist module on the path to the CFP® designation. Investment vehicles, asset allocation, portfolio construction, and the analytical foundation every certified planner needs.
Who this is for
- CFP candidates beginning the FPSB India pathway.
- Working financial professionals upgrading credentials.
- CAs, MBAs, and engineers transitioning into financial planning.
What you'll learn
- Investment vehicles available to Indian households across asset classes
- Quantitative techniques — TVM, returns, risk, correlation
- Asset allocation models and the strategic / tactical distinction
- Portfolio construction with real Indian instruments
- Performance evaluation and the IPS document
Full syllabus — 10 chapters
- 1Module 1.1
Investment fundamentals
- Investment vs speculation
- Asset classes available in India
- Liquidity, return, risk trade-offs
- 2Module 1.2
Investment vehicles
- Equity, debt, mutual funds, structured products
- Real estate, gold, alternatives, NPS, insurance-investment hybrids
- 3Module 1.3
Quantitative techniques
- Time value of money, NPV, IRR
- Returns — arithmetic, geometric, money-weighted, time-weighted
- 4Module 1.4
Risk and return measures
- Standard deviation, beta, alpha
- Sharpe, Sortino, Treynor, Jensen
- 5Module 1.5
Portfolio theory
- Diversification and correlation
- Modern Portfolio Theory and the efficient frontier
- 6Module 1.6
Asset allocation
- Strategic vs tactical
- Lifecycle and goal-based allocation
- 7Module 1.7
Investment Policy Statement
- Drafting an IPS for an Indian household
- Reviewing and updating
- 8Module 1.8
Performance evaluation
- Benchmark selection
- Attribution and reporting
- 9Module 1.9
Behavioural finance overlay
- Common biases in advisory work
- Designing portfolios that survive client behaviour
- 10Module 1.10
Regulation and ethics
- SEBI IA framework
- FPSB code of ethics and conduct
About the exam
- Provider
- FPSB India
Note: Specialist Module 1; required for CFP® certification path.
The exam is administered by FPSB India. Trustner Academy is not affiliated with FPSB India; we provide independent preparatory educational material. See our disclaimer.
More from CFP® (FPSB India)
CFP® Module 2 — Retirement & Tax Planning Specialist
Retirement planning and Indian taxation in depth — NPS, EPF, annuities, capital gains, deductions, and the case-driven planning that CFP candidates must master.
CFP® Module 3 — Risk Management & Insurance Specialist
Identifying risk, sizing protection, structuring life and non-life cover, and the integration of insurance into a household financial plan.
CFP® Module 4 — Estate Planning Specialist
Wills, trusts, succession laws across faiths, intestate distribution, gift planning, and the complex inter-generational structures that high-net-worth Indian families need.
CFP® Module 5 — Integrated Financial Planning (Capstone)
The capstone case-study module. A complete financial plan from cash-flow analysis to estate transfer, integrating every prior specialist domain. Required for full CFP® certification.