ISBN 9789351502500,Financial Planning: Theory and Practice

Financial Planning: Theory and Practice



Sage Publications India Pvt Ltd.

Publication Year 2015

ISBN 9789351502500

ISBN-10 9351502503


Number of Pages 444 Pages
Language (English)


An all-encompassing companion to understanding the nuances of the financial planning process.
This comprehensive text is the outcome of decades of teaching and practical experience of the authors in the field of financial planning. It is the first Indian adaptation of Practising Financial Planning for Professionals (now in its 11th edition in the United States), which is already a classic textbook. This adaptation has been carefully undertaken to suit the requirements of various courses on financial planning offered in India.
Key Features -
Extensive coverage of topics-from basics of planning process, insurance, investment to tax and retirement planning.
Indispensible resource to the students of PGDM (in financial markets, wealth management and financial services) and CFPCM.
Text interspersed with examples, cases/case-lets, quizzes and tabular data.
Up-to-date coverage of financial planning essentials specific to the India context.
Table of contents :-
Foreword by Harold Evensky
Preface to the First Indian Edition

I : Introduction To Financial Planning and Basic Tools

Emerging Role of the Financial Planner
Personal Financial Planning Process
Time Value Of Money: the Universal Tool
II : Risk Management Planning

Life Insurance: Structure, Concepts and Planning Strategies
Health, Homeowner’s, Automobile and Liability Insurance: Structure, Concepts and Planning
III : Cash Management And Educational Planning

Cash Management, Savings, Credit and Debt Planning
Educational Planning
IV : Investment Planning

Investment Products And Markets: an Introduction
Investment Management: Concepts and Strategies
Investment Planning Strategies
V : Tax Planning

Basic Federal Income Tax Structure
Tax Planning: Concepts and Strategies
VI : Retirement Planning

Basic Structure of Retirement Income
Retirement Planning: Concepts and Strategies
VII : Estate Planning

Basic Structure of Estate Planning