Introduction to Financial Planning by Indian Institute of Banking & Finance

Introduction to Financial Planning covers the following topics:

The Indian Financial System
Elements of Financial Planning
Ways & Means of Meeting Clients’ needs through Financial Planning
Elements of Creating a Financial Plan
This book will be helpful for ardent learners of banking & finance and professionals engaged in the financial advising field.

The Present Publication is the 4th Edition (2017), published exclusively by Taxmann for the Indian Institute of Banking and Finance. The contents of the book are as follows:

Indian Economic Environment
Introduction to Economics and Indian Economy
Economic Policies
Economic Indicators and Value of Investment
Media and Information Sources
Overview of Indian Financial Markets
Basic Concepts
The Financial System
Types of Financial Markets
Features of Financial Markets
The Flow of Funds
Participants, Intermediaries & Regulators of the Indian Financial System: Institutional & Non-Institutional
Participants in the Finance Industry
Types of Financial Services
Basics of Financial Planning
Introduction
Regulatory Controls and Practices
A Brief Overview of Advisers
The Consumer Life Cycle
The Wealth Cycle
The Financial Planning Process
Towards a Financial Plan
Working with Clients
Gathering Initial Information from the Client
Additional Information
Meeting the Client’s Objectives
Asset Allocation
Implementation
Ongoing Service
Recommending Financial Planning Strategies to Investors
Effective Communication in Financial Counselling
Introduction
Three-types of Structured Communication
Essentials in Financial Counselling
Profile of the Effective Counsellor
Elements of Non-Verbal Behaviours
Attending and Listening Skills
Counsellor Leading Responses
The Questions Process of a Financial Counselling