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INTRODUCTION TO FINANCIAL PLANNING - MODULE 1 IMS PROSCHOOL

By: Publication details: TATA MCGRAW-HILL EDUCATION PRIVATE LTD. 2012 NEW DELHIDescription: XVI, 238 PAPERISBN:
  • 978-1-25-902825-0
Subject(s): DDC classification:
  • 658.15
Contents:
1. Financial Planning 2. Gathering Client Data and Determining Goals and Expectations 3. Analyse Client Objectives, Needs and Financial Situation 4. Developing Appropriate Strategies and Presenting the Financial Plan 5. Implementing the Financial Plan 6. Monitoring the Financial Plan 7. Ethical and Professional Considerations in Financial Planning 8. Cash Flow Planning 9. Budgeting 10. Personal Use Asset Management 11. Personal Financial Statement 12. Financial Planning Mathematics 13. Economic Environment and Indicators 14. Forms of Business Ownership 15. Ways of Taking Title to Property 16. Legal Aspects of Financial Planning
Summary: Introduction to Financial Planning is one of the modules of CFPCM Certification Exam. It covers topics such as components of financial planning, environment of a financial planner and mathematical skills required for the financial planning profession. Some of the highlights are: Eye for Detail: Detailed coverage of syllabus from an exam point of view. Standard questions are included to help you prepare better to clear the exam. Expert Faculty Guidance: Written by subject experts who know what is best for the students and the way it should be taught. User-Friendly: Language and formats used are user-friendly and simplify the process. It contains solved examples for better understanding of the user. Practical learning: The material has been prepared focusing on the exam, and also teaches the user to prepare a comprehensive financial plan.
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Holdings
Item type Current library Collection Call number Status Date due Barcode Item holds
Book Book Main Library FINANCE (CUP 12/SH 1) 658.15/ IMS/ 19566 (Browse shelf(Opens below)) Available 11119566
Total holds: 0

1. Financial Planning
2. Gathering Client Data and Determining Goals and Expectations
3. Analyse Client Objectives, Needs and Financial Situation
4. Developing Appropriate Strategies and Presenting the Financial Plan
5. Implementing the Financial Plan
6. Monitoring the Financial Plan
7. Ethical and Professional Considerations in Financial Planning
8. Cash Flow Planning
9. Budgeting
10. Personal Use Asset Management
11. Personal Financial Statement
12. Financial Planning Mathematics
13. Economic Environment and Indicators
14. Forms of Business Ownership
15. Ways of Taking Title to Property
16. Legal Aspects of Financial Planning



Introduction to Financial Planning is one of the modules of CFPCM Certification Exam. It covers topics such as components of financial planning, environment of a financial planner and mathematical skills required for the financial planning profession. Some of the highlights are:

Eye for Detail: Detailed coverage of syllabus from an exam point of view. Standard questions are included to help you prepare better to clear the exam.

Expert Faculty Guidance: Written by subject experts who know what is best for the students and the way it should be taught.

User-Friendly: Language and formats used are user-friendly and simplify the process. It contains solved examples for better understanding of the user.

Practical learning: The material has been prepared focusing on the exam, and also teaches the user to prepare a comprehensive financial plan.

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