Introduction to Financial Planning
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About the book
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.
Content:
Unit 1: Indian Economic Environment
Unit 2: Overview of Indian Financial Markets
Unit 3: Participants, Intermediaries & Regulators of the Indian Financial System: Institutional & Non-Institutional
Unit 4: Basics of Financial Planning
Unit 5: Financial Planning Process
Unit 6: Recommending Financial Planning Strategies to Investors
Unit 7: Towards A Financial Plan
Unit 8: Effective Communication in Financial Counselling
| Title | Introduction to Financial Planning |
| Author | IIBF |
| ISBN | 9789386394552 |
| Publisher | Taxmann |
| Binding | Paperback |
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