Financial Planning Basics

Objective

Financial planning is the process, which provides a framework for achieving one's life goals in a systematic and planned way by avoiding shocks and surprises. It comes with objectives, such as determining capital requirements, framing financial policies, and ensuring that the scarce financial resources are utilised the best possible way

Topics Covered

➱ What is Financial Planning

➱ Why and how it must be done?

➱ Importance of cash planning and emergency fund

➱ Brief about investment planning and asset classes

➱ Types of planning 

Target Audience

➱ Beginners 

➱ Investors who invest in traditional asset classes

➱ Individuals interested in improving their financial planning skills