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Financial Planning is a roadmap to one’s future financial needs & goals Financial Planning, Financial Planning is a systematic 5 stage processI. Financial Aid Landscape. Make use of the compounding effectAs a young professional, Emergency Fund, Term Insurance and Health Insurance are must havesBe Regular and Disciplined in savings and investmentsReturns from an investment should exceed inflation. - Fundraising 101 The Basics Before undertaking any fundraising event, ask yourself the following questions: What is the primary need for funding? The other Chart Tool included in the Financial Statement PowerPoint Template is the Discrimination in Revenues and Expenses. It is concerned with deciding in advance what is to be done in future, when, where and by whom it ... Railcar 101 The Basics of Railcars: Car Types, Components and Rules. And, best of all, most of its cool features are free and easy to use. 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The author does not claim intellectual property rights on any methodologies or pictures, however the presentation, as a document is the intellectual property of the author Phase 3: Externally oriented strategic planning. Execute the plan by identifying the appropriate investment avenues that suit your risk appetite and goals! Assess Current StatusII. But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Mini-module 3 describes how to work with financial Due to higher risks. As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. Yeppieyayay! The fund house is generous!Recent performances are the benchmarks!SIPs score over lump sum investingInvesting in n number of funds reduces risk!No entry load & no exit load! It's FREE! Do we understand how they work? Do you have PowerPoint slides to share? presentations for free. Distributor Mode. 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All slide content and descriptions are owned by their creators. Click on the link below to download the workshop presentations slides. Compute your Monthly Investible Surplus! Trust me, you will love the nuances! ULIP strips almost 10-12% of your investment as chargesPremium Allocation ChargeFund Management ChargeAdministration ChargeMortality Charge, To ULIP or Not to ULIP?Pure term Insurance. View and Download PowerPoint Presentations on Fundamentals Of Financial Management PPT. - Getting It Right: Educating Children and Youth Experiencing Homelessness * * This McKinney-Vento 101 presentation was developed by the Texas Homeless Education Office ... Hampton Roads Association for Financial Professionals. Equity PlatformsICICI Direct – Little costly, but user friendly for new investorsSharekhan & IIFL – Low cost, but service is a little poor. They are proficient in targeting market, Multiply your age times your realized pretax, To be well positioned in this category you, must have twice the level of wealth expected, One half or less than expected for all those, Millionaires do so by budgeting and controlling, (wealth/capital appreciation without a cash, I am up to my eyeballs in student loans and debt, This is so far from my reality I plan on sleeping, 1. Published Apr 19, 2013 in They believe that financial independence is, 4. Spend more time learning/planning your, Never spend more that 100 on anything without, Determines your ability to borrow money, get, Smart Women finish rich/Smart Couples finish. CrystalGraphics 3D Character Slides for PowerPoint, - CrystalGraphics 3D Character Slides for PowerPoint. Funds worth 6 months of expenses placed in FDs or liquid funds It is a good practice not to tinker with this emergency fund. Accept, as payment in full, the amount paid by Virginia Medicaid. Learn more how to embed presentation in WordPress. Answer was a shocker! Progamming, Published April 13, 2013 in Personal financial planning ppt sinhaarvind. Set Financial GoalsIII. Long-term - over 5 years. The author does not claim intellectual property rights on any methodologies or pictures, however the presentation, as a document is the intellectual property of the author, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India, Agenda – What to expect ?Finance is common sense. OR get a Financial Planner to do it for you!Equity StocksMutual FundsETFsGold (not quite)ULIPsAnything under the Sun if you want to buy! Repayment Plans. 1st investment will involve paper work. Understand your current net worth in detailNet WorthIdentify the Risks & gaps. In basic terms, there are three areas to consider: retirement planning, emergency savings, and insurance. Delinquency, Default, & Collections. No guarantee on principal. 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