Taxmann’s Introduction to Financial Planning By IIBF.

Taxmann’s Introduction to Financial Planning By IIBF.

Description :-

Introduction to Financial Planning covers the following topics:

• The Indian Financial System
• Elements of Financial Planning
• Ways & Means of Meeting Clients’ needs through Financial Planning
• Elements of Creating a Financial Plan

This book will be helpful for ardent learners of banking & finance and professionals engaged in the financial advising field.

The Present Publication is the 4^th Edition (2017), published exclusively by Taxmann for the Indian Institute of Banking and Finance. The contents of the book are as follows:

• Indian Economic Environment
  • Introduction to Economics and Indian Economy
  • Economic Policies
  • Economic Indicators and Value of Investment
  • Media and Information Sources
• Overview of Indian Financial Markets
  • Basic Concepts
  • The Financial System
  • Types of Financial Markets
  • Features of Financial Markets
  • The Flow of Funds
• Participants, Intermediaries & Regulators of the Indian Financial System: Institutional & Non-Institutional
  • Participants in the Finance Industry
  • Types of Financial Services
• Basics of Financial Planning
  • Introduction
  • Regulatory Controls and Practices
  • A Brief Overview of Advisers
  • The Consumer Life Cycle
  • The Wealth Cycle
• The Financial Planning Process
• Towards a Financial Plan
  • Working with Clients
  • Gathering Initial Information from the Client
  • Additional Information
  • Meeting the Client’s Objectives
  • Asset Allocation
  • Implementation
  • Ongoing Service
• Recommending Financial Planning Strategies to Investors
• Effective Communication in Financial Counselling
  • Introduction
  • Three-types of Structured Communication
  • Essentials in Financial Counselling
  • Profile of the Effective Counsellor
  • Elements of Non-Verbal Behaviours
  • Attending and Listening Skills
  • Counsellor Leading Responses
  • The Questions Process of a Financial Counselling

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