This note covers introduction to financial
planning, Meaning of financial planning, Definition of financial planning,
Meaning of financial plan, Objectives of financial planning, Essentials or
characteristics of a sound financial plan, Considerations in formulating
financial plan, Steps in financial planning and limitations of financial
planning.
Author(s): Dr Kasamsetty Sailatha, Amrita
School of Arts and Sciences, Mysuru
This lecture note covers the following topics: Important functions of
Financial Management, Concepts of Annuity and Perpetuity, Sources of Finance and
Cost of Capital or Financing Decisions, Capital Expenditure Decisions or Long
term Financial Decisions and Dividend Decisions, Working Capital Management or
Liquidity Management.
This note covers introduction, Investor
profiling and personal taxation, Banking products and insurance in India,
Investment in equity and debt market, Used car and asset allocation and
rebalancing, Retirement planning and estate planning, Marketing of financial
products.
This PDF book
covers the following topics related to Personal Financial Planning : Taking
Control of your Financial Future: Goals, Values and Financial Planning,
Budgeting: Income, Expenses and Net Cash Flow, Borrowing and Debt Management,
Saving and Investing, Insurance, Taxes, Retirement , Your
Goals and Plans.
The PDF lecture notes available at
the given link cover various topics related to Financial Management, including
Financial Planning, Time Value of Money, Risk and Return, Capital Budgeting,
Sources of Finance, Capital Structure, Dividend Decisions, and Working Capital
Management. The notes are intended to supplement lectures for students studying
Financial Management and include diagrams, illustrations, and examples to help
understand the key concepts. They are a useful resource for anyone interested in
learning about financial planning and management.
The
course note touches on all areas of finance, including the valuation of real and
financial assets, risk management and financial derivatives, the trade-off
between risk and expected return, and corporate financing and dividend policy.
This note covers the following topics: Mergers and acquisitions,
Legal procedure of merger and acquisition, Financial evaluation of a merger or
acquisition, Financing techniques in merger or Acquisition, Regulations of
mergers and takeovers in India, SEBI Guidelines for Takeovers.