Workshop Module : Dreams & Goal Planning through Ms. Excel
Covering crucial aspects of prudent FP:-
- Cash flow planning
- Protection planning
- Retirement Planning
- Concept of Compounding
- Concept of Risk & Return
- Goal Setting & Prioritizing
- Concept of Human Life Cycle
- 3 pillar model of Financial Planning
- Human Life Cycle & Financial Goals
- Components of Prudent Financial Planning
- Tax Planning
- Basics of Financial Mathematics