Introduction to Financial Mathematics - FREE & Live Online Training for CFP/CPFA Aspirants

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Course type: Online Instructor led Course

Platform: Google Hangout

Course ID: 6421

Course type: Online Instructor led Course

Platform: Google Hangout

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Certified Financial Planner

13 Years of Experience


Trainer of this course is the reviewer of India’s leading Financial Planning Certification Exam preparation Text books on Tax Planning & Retirement planning.
His articles are published in “Sampadyam” Personal Finance monthly magazine of Malayala Manorama publications (Publishers of “The Week”, “Manorama Year Book”, “Malayala Manorama Daily”).
He has trained more than 3500 Finance Professionals.
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About the Course

"Learn from anywhere in India"

If you are a Relationship Manager, Banker, Insurance Professional or a Mutual Fund Distributor…

In order to assist your client in taking prudent decisions to achieve financial goals, understanding of Financial Mathematics is a must.

If you are a student, wanting to enter into financial industry or plan to do the prestigious Certified Financial Planner Certification course, understanding of Financial Mathematics is fundamental.

Topics Covered

This 3 hours duration training (conducted as 2 sessions in two days) will be completely live and online. You can sit at the comfort of your office or home and attend.

Who should attend

Bankers, Insurance Professionals, AMC Staff, Mutual Fund Distributors, Finance, Business Administration & Commerce Students, and anybody passionate on Personal Finance...


Computer with MS Excel 2003 or above installed, internet connection with decent speed that can support a live online class, headset with mic (preferable, not mandatory), a valid gmail id.
You should send an "Invite to chat" through your gmail.
Also you should have logged in to "" at least once from the same computer.

What you need to bring

A fresh, curious and non-egoistic mind to learn new things...

Key Takeaways

Doing personal finance calculations without using mathematical formulas.. This course is an introduction.


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