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Personal Financial Planning Notes
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.
Author(s): NA
49 Pages 
This note explains the following topics: Administrative Function for Financial Plan, Financial Plan Type, Financial Planning, Understanding Financial Planning, Create or Modify Plan, Link Goals to Portfolio and Track Goals.
Author(s): Oracle
93 Pages
Financial Planning and Working Capital Management
This note covers the following topics: Financial Planning process, Financial Forecasting, Working Capital Management, Cash Management, Inventory Management and Receivables management.
Author(s): Dan Chirchir, University of Nairobi
91 Pages
Personal Financial Planning Notes
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.
Author(s): NA
49 Pages
Financial Planning by Dr Kasamsetty Sailatha
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
27 Pages
Financial Management Lectures notes IARE
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.
Author(s): Dr. T.Vara Lakshmi
105 Pages
Financial Management by Svetlana Saksonova
The objective of this note is to provides entrepreneurs with the knowledge in the area of financial management, in order to enable them to successfully make financial decisions and successfully plan financial and business operations. This course note assumes little prior applied knowledge in the area of financial and operation analysis.
Author(s): Svetlana Saksonova
172 Pages
