Financial Planning- Ready (Paperback)

Financial Planning- Ready Book Description

Planning one's finances to tide over future needs-children's education, life after retirement, etc.-is a primary concern of many people. However, bewildering investment alternatives that are currently available and mathematical rigour make this activity daunting for many. Besides these, sane advice is often missing!

Financial Planning is meant for lay investors, financial planners and students pursuing courses on financial planning. It simplifies financial mathematics to enable an investor map financial goals that she would like to achieve. The book includes solved problems on retirement planning and over 350 questions and answers on time value of money. Besides these, it dwells on mutual funds and other investment products that are currently available. The book also discusses the process of constructing and revising a financial plan on the basis of an investor's financial goals.

The author has been counseling numerous investors on financial planning and brings to the book a distillate of her rich experience. Call it sane advice!

About The Author
Madhu Sinha is Professor (Academic Head) at International College of Financial Planning (ICFP) and Director with Financial Planning Standards Board, India. Earlier she was with Financial Planning (RNIS and ICFP). She has been imparting training to executives at banks, mutual funds and insurance companies. She also counsels investors on financial planning and wealth management on NDTV Profit and Zee Business. She has a column for investors in The Hindustan Times and The Indian Express.

Previously, she was Senior Manager at UTI Mutual Fund and has over 16 years of experience in investment advisory and client management. She has also worked with State Bank of India. A Certified Financial Planner, she has a PG Diploma in financial management, CAIIB, and a B Com (Hons) degree.

Table Of Contents

• Chapter 1. Introduction to Financial Planning
• Chapter 2. Financial Mathematics-I
• Chapter 3. Financial Mathematics-II
• Chapter 4. Personal Financial Ratios
• Chapter 5. Retirement Planning
• Chapter 6. Various Products Availabl to Save and Withdraw for Retirement
• Chapter 7. Solved Numericals on Retirement Planning
• Chapter 8. Mutual Funds
• Chapter 9. Case Studies for Practice
• Chapter 10. Code of Ethics and Rules of Professional Conduct

Book Details

Customer Reviews : Financial Planning- Ready

Be the first one to review this product!

Discussion : Financial Planning- Ready