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Introduction to Financial Planning

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ISBN-13: Available on request

Binding: Paperback

Pages: Standard

Language: English

              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.

Content:

Unit 1: Indian Economic Environment

Unit 2: Overview of Indian Financial Markets

Unit 3: Participants, Intermediaries & Regulators of the Indian Financial System: Institutional & Non-Institutional

Unit 4: Basics of Financial Planning

Unit 5: Financial Planning Process

Unit 6: Recommending Financial Planning Strategies to Investors

Unit 7: Towards A Financial Plan

Unit 8: Effective Communication in Financial Counselling

Title	Introduction to Financial Planning
ISBN-13	—
ISBN-10	—
Publisher / Imprint	Taxmann
Binding	Paperback
Edition	1st Edition
Publication Date	2026
Number of Pages	—