Description
FINANCIAL PLANNING: THEORY AND PRACTICE
Description & Features:
An all-encompassing companion to understanding the nuances of the financial planning process. This comprehensive text is the outcome of decades of teaching and practical experience of the authors in the field of financial planning. It is the first Indian adaptation of Practising Financial Planning for Professionals (now in its 11th edition in the United States), which is already a classic textbook. This adaptation has been carefully undertaken to suit the requirements of various courses on financial planning offered in India.Salient Features:Extensive coverage of topics - from basics of planning process, insurance, investment to tax and retirement planningIndispensible resource to the students of PGDM (in financial markets, wealth management and financial services) and CFPCMText interspersed with examples, cases/case-lets, quizzes and tabular dataUp-to-date coverage of financial planning essentials specific to the India contextTable of Contents:Foreword by Harold EvenskyPreface to the First Indian EditionI: Introduction to Financial Planning and Basic ToolsEmerging Role of the Financial PlannerPersonal Financial Planning ProcessTime Value of Money: The Universal ToolII: Risk Management PlanningLife Insurance: Structure, Concepts and Planning StrategiesHealth, Homeowner's, Automobile and Liability Insurance: Structure, Concepts and PlanningIII: Cash Manangement and Educational PlanningCash Management, Savings, Credit and Debt PlanningEducational PlanningIV: Investment PlanningInvestment Products and Markets: An IntroductionInvestment Management: Concepts and StrategiesInvestment Planning StrategiesV: Tax PlanningBasic Federal Income Tax StructureTax Planning: Concepts and StrategiesVI: Retirement PlanningBasic Structure of Retirement IncomeRetirement Planning: Concepts and StrategiesVII: Estate PlanningBasic Structure of Estate PlanningIndex
Dimensions : 18.9 x 2.5 x 24.6 cm
ISBN: 9789351502500
Number of Pages: 444
Publication Date: 2015-07-13
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