P38 Financial Planning Lucknow University B.com NEP Notes

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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