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 lecture note covers the following topics: Important functions of
Financial Management, Concepts of Annuity and Perpetuity, Sources of Finance and
Cost of Capital or Financing Decisions, Capital Expenditure Decisions or Long
term Financial Decisions and Dividend Decisions, Working Capital Management or
Liquidity Management.