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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