| Unit 1 Financial Planning {Book} | |
| Financial Planning: Definition | VIEW |
| Need of financial Planning and process of Financial Planning | VIEW |
| Role of Financial Planner | VIEW |
| Myths about Financial Planning | VIEW |
| Factors that influence the personal financial planning | VIEW |
| Investor’s life cycle | VIEW |
| Financial goals of investors | VIEW |
| Risk Appetite, Risk Profiling | VIEW |
| Systematic approach to investing: SIP, SWP, STP | VIEW |
| Financial Plan; Goal based Financial Plan | VIEW |
| Comprehensive Financial Plan; Financial Blood Test Report | VIEW |
| Unit 2 Asset Allocation {Book} | ||
| Asset Allocation: Guidelines for asset Allocation | VIEW | |
| Classification of Assets | VIEW | |
| Risk returns characteristics of assets | VIEW | |
| Factors involved in Asset allocation | VIEW | |
| Principles of Asset Allocation | VIEW | |
| Retirement planning, Need for retirement planning | VIEW | |
| Golden Rules of retirement planning | VIEW | |
| Retirement planning process | VIEW | |
| Retirement planning investment options | VIEW | VIEW |
| Estate planning Definition and Need of Estate Planning | VIEW | |
| Unit 3 Introduction to Tax {Book} | |
| Definition: Cannons of Taxation Person | VIEW |
| Assessee | VIEW |
| Income | VIEW |
| Previous Year, Assessment Year | VIEW |
| Income tax Important Dates and Forms | VIEW |
| Residential Status & Tax Incidence | VIEW |
| Individual income Exempted from Tax | VIEW |
| Unit 4 Heads of Income {Book} | |
| Salaries | VIEW |
| Income from House Property | VIEW |
| Profits & Gains from business or Profession | VIEW |
| Capital Gains | VIEW |
| Income from other sources | VIEW |
| Clubbing of income | VIEW |
| Calculation of Taxable income | VIEW |
| Tax calculation including surcharge and Marginal relief | VIEW |
| Deduction in Tax | VIEW |
| Rebate in Tax | VIEW |
| Relief in Tax | VIEW |
| Set off & Carry forward of losses-Principles, Meaning | VIEW |
| Inter-Sources & Inter head set off | VIEW |
| Unit 5 Tax Planning and Management {Book} | |
| Tax Avoidance & Evasion | VIEW |
| Tax Planning | VIEW |
| Income Tax Authorities; Their Appointment, Jurisdiction, Powers and function | VIEW |
| Provisions relating to collection and recovery of Tax | VIEW |
| Refund of Tax | VIEW |
| Tax Offences | VIEW |
| Penalties & Prosecutions | VIEW |
| Appeals and Revisions | VIEW |
| Advance Tax | VIEW |
| TDS | VIEW |
| Advance Rulings | VIEW |
| Avoidance of Double Taxation Agreements | VIEW |
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