This note covers introduction to financial
planning, Meaning of financial planning, Definition of financial planning,
Meaning of financial plan, Objectives of financial planning, Essentials or
characteristics of a sound financial plan, Considerations in formulating
financial plan, Steps in financial planning and limitations of financial
planning.
Author(s): Dr Kasamsetty Sailatha, Amrita
School of Arts and Sciences, Mysuru
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.
This note covers the following topics: The Finance Function, The
Investment Decision, Capital Budgeting, Finance Decision, Current Asstes
Management, Corporate Restructures.