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Introduction to Financial Planning

Introduction to Financial Planning - Mahavir Law House(MLH)
Introduction to Financial Planning

[Available]

₹390
ISBN
9789386394552
Edition
4th Edition 2017
Pages | Format
392 | Paperback
Approx. Product Size
0.395

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