Introduction to Financial Planning
Note : The book" Introduction to Financial Planning "consists of 8 chapters.The book will also be use to banking & finance professionals engaged in financial advising.
Description
This book primarily covers Indian financial system, elements of financial planning, ways and means of meeting clients’ needs through financial planning and the elements of creating a financial plan.
The book forms part of the course material provided by Indian Institute of Banking & Finance to the candidates appearing for the paper on: “Introduction to Financial Planning” under their “Advanced Wealth Management Course”. All ardent learners of banking and finance as also the professionals engaged in financial advising field may find this book useful.
| Chapter No | Chapter name |
|---|---|
| Chapter: 1 | Indian Economic Environment |
| Chapter: 2 | Overview of Indian Financial Markets |
| Chapter: 3 | Participants, Intermediaries & Regulators of the Indian Financial System : Institutional & Non-institutional |
| Chapter: 4 | Basics of Financial Planning |
| Chapter: 5 | Financial Planning Process |
| Chapter: 6 | Recommending Financial Planning Strategies to Investors |
| Chapter: 7 | Towards a Financial Plan |
| Chapter: 8 | Effective Communication in Financial Counselling |
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