000 02048 a2200181 4500
008 130307b xxu||||| |||| 00| 0 eng d
020 _a978-1-25-902825-0
082 _a658.15
100 _aIMS PROSCHOOL
_97484
245 _aINTRODUCTION TO FINANCIAL PLANNING - MODULE 1
_cIMS PROSCHOOL
260 _bTATA MCGRAW-HILL EDUCATION PRIVATE LTD.
_c2012
_aNEW DELHI
300 _aXVI, 238
_bPAPER
505 _a1. 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
520 _aIntroduction 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.
650 _aFINANCIAL PLANNING
_97485
942 _2ddc
_cBK
999 _c30484
_d30484