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This note explains the following topics: Administrative Function for Financial Plan, Financial Plan Type, Financial Planning, Understanding Financial Planning, Create or Modify Plan, Link Goals to Portfolio and Track Goals.
Author(s): Oracle
93 Pages
Personal Financial Planning Notes
This note covers introduction, Investor profiling and personal taxation, Banking products and insurance in India, Investment in equity and debt market, Used car and asset allocation and rebalancing, Retirement planning and estate planning, Marketing of financial products.
Author(s): NA
49 Pages
Personal Finance for Indigenous and Non Indigenous People
This book online Personal Finance for Indigenous and Non-Indigenous People by Bettina Schneider covers the following topics related to Financial Planning : Learning Basic Skills, Knowledge, and Context, . Personal Financial Planning, Basic Ideas of Finance, Financial Statements, Evaluating Choices: Time, Risk, and Value, Financial Plans: Budgets, Taxes and Tax Planning, Achieving Your Financial Goals, Financial Management, Consumer Strategies, Buying a Home, Protecting What Is Important to You, Personal Risk Management: Insurance, Personal Risk Management: Retirement and Estate Planning, Planning for the Future, Investing, Owning Stocks, Owning Bonds and Investing in Mutual Funds, Career Planning.
Author(s): Bettina Schneider
NA Pages
Personal Financial Planning for Graduate Students
This PDF book covers the following topics related to Personal Financial Planning : Taking Control of your Financial Future: Goals, Values and Financial Planning, Budgeting: Income, Expenses and Net Cash Flow, Borrowing and Debt Management, Saving and Investing, Insurance, Taxes, Retirement , Your Goals and Plans.
Author(s): Brian Bolton
243 Pages
Personal Financial Planning LPU
The given link leads to a free PDF book titled Personal Financial Planning and is related to the subject of Financial Management. The book covers various topics related to personal financial planning, such as goal setting, investment planning, tax planning, insurance planning, retirement planning, and estate planning. The book is aimed at individuals who want to manage their finances effectively and make informed decisions about their financial future. The book is a useful resource for anyone interested in personal finance, financial planning, or wealth management.
Author(s): Dr. Mahesh Kumar Sarva, Lovely Professional University
271 Pages
Management of Financial Services
This book explains the following topics: Financial Systems and Markets, Nature and Scope Of Financial Services, Insurance, Introduction to Banking, Management Of Risk In Financial Services, Mutual Fund, Merchant Banking, Leasing and Hire Purchase, Debt Securitisation, Housing Finance, Credit Rating, Credit Card, Venture Capital, Discounting, Factoring and Forfeiting.
Author(s): Dr. M.C. Garg
375 Pages
