FINANCIAL PLANNING BASICS

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Introduction to Financial planning is the first and foremost topic in all the financial planning exams in India. Please find below the topics that are going to be covered in our question bank.

Topics covered

  • Financial Planning Process
  • Client Interactions
  • Time Value of Money Applications
  • Personal Financial Statements
  • Cash Flow and Debt Management
  • Asset Acquisition
  • Education Planning
  • Overview of Risk Management
  • Investment Planning
  • Retirement Planning
  • Special Circumstances
  • Plan Integration
  • Ethics and Business Aspects of Financial Planning