by | Unit 1 [Book] | |
| Financial Planning & Investment Environment | VIEW |
| Financial Planning process and Life Cycle approach, Ascertainment of Financial Goals | VIEW |
| Application of Investment Alternatives in Financial Plans: | |
| Bonds | VIEW |
| Equity Shares | VIEW |
| Mutual Funds | VIEW |
| Fixed Deposits | VIEW |
| PPF | VIEW |
| Financial Derivatives | VIEW |
| Commodity derivatives, Gold & bullion | VIEW |
| Innovative Investment Products Like: | |
| Exchange Traded funds (ETFs) | VIEW |
| Real Estate Investment Trusts (Reits) | VIEW |
| Infrastructure Investment Trust (Invits) | VIEW |
| Independent Opening and Operation of Trading and Demat account | VIEW |
| Unit 2 [Book] | |
| Diversity in Financial Planning | VIEW |
| Planning for Life insurance and Health insurance, Primary clauses in Life and Healthcare insurance agreement | VIEW |
| Application of Compounding and Indexing | VIEW |
| Balancing Mutual Funds, Fund’s CAGR, SIP/SWP/STP and Index Funds | VIEW |
| Identification of Common Stocks with Uncommon profits | VIEW |
| Identification of Competitive durable advantage of equity, Equity with moat | VIEW |
| Principles and Variables of value Investing system (Using cases of Equity from BSE/ NSE) | VIEW |
| Unit 3 [Book] | |
| Building Financial Plans | VIEW |
| Critical analysis of investments | VIEW |
| Insurance and Tax Saving instruments | VIEW |
| Risk Assessment of Individual | VIEW |
| Building Financial Plans using spreadsheets | VIEW |
| Evaluation of Financial plan | VIEW |
| Unit 4 [Book] | |
| Assessment of Credit | VIEW |
| Reverse Mortgage | VIEW |
| Optimal Use of Education loan | VIEW |
| Consumer Finance | VIEW |
| Housing Finance | VIEW |
| EMI: Calculations & Long-term Impact | VIEW |
| Credit Card Management, Overdraft Protection, Credit History | VIEW |
| Retirement Solutions, Critical analysis of Retirement Planning, Pension plans including Taxes and Inflation | VIEW |
| Estate Planning, Objectives of will, Creating a Valid will, Power of attorney | VIEW |
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