TY  - GEN
AU  - IMS PROSCHOOL
TI  - INTRODUCTION TO FINANCIAL PLANNING - MODULE 1
SN  - 978-1-25-902825-0
U1  - 658.15 
PY  - 2012///
CY  - NEW DELHI
PB  - TATA MCGRAW-HILL EDUCATION PRIVATE LTD.
KW  - FINANCIAL PLANNING
N1  - 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

 


N2  - 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

ER  -