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 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.
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.