Introduction to Financial Planning
This book primarily covers Indian financial system, elements of financial planning, ways and means of meeting clients’ needs through financial planning and the elements of creating a financial plan.
The book forms part of the course material provided by Indian Institute of Banking & Finance to the candidates appearing for the paper on: “Introduction to Financial Planning” under their “Advanced Wealth Management Course”. All ardent learners of banking and finance as also the professionals engaged in financial advising field may find this book useful.
4th Edition 2017