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.
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: Financial Planning process,
Financial Forecasting, Working Capital Management, Cash Management, Inventory
Management and Receivables management.