Page 5 - DMGT515_PERSONAL_FINANCIAL_PLANNING
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CONTENT
Unit 1: Basics of Personal Financial Planning 1
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Unit 2: Time Value of Money 16
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Unit 3: Managing Investment Risks 41
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Unit 4: Measuring Investment Return 62
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Unit 5: Investment Vehicles 81
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Unit 6: Investment Strategies-I 100
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Unit 7: Investment Strategies-II 116
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Unit 8: Insurance Planning 135
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Unit 9: Retirement Planning-I 161
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Unit 10: Retirement Planning-II 173
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Unit 11: Taxation Planning 186
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Unit 12: Estate Planning 217
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Unit 13: Strategies of putting together a Complete Financial Plan 232
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Unit 14: Regulatory Environment 248
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