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
