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Personal Financial Planning Course Code SLIV 601 Credit: 3

Class of 2016 Sessions: 25 +5Session o!ic "etailed S#lla$us Case%Lecture &eason Case itle

1

16.06.2015'nderstanding

t(e Financial

Planning Process

Planning for a life time the

planning environment Financialstatements and plans time value

of money preparing personalincome statement and balancesheet making cash budgets

ecture !asics and concepts

2

16.06.2015

"#ercise

$

2$.06.2015)anaging a*es

and a* Planning

principles of income ta#es

%omputation of &alary' (entalincome ) %apital *ains' +ther,ncome- filing returns ta#planning other forms of personalta#es- Provisions of ealth /a#ct.

ecture !asics and concepts

2$.06.2015

ecture

5

$0.06.2015

"#ercises

6

$0.06.2015

ecture

0.0.2015

ecture

3

0.0.2015

Continuous ,aluation 1

4

1.0.2015 "ecisions&egarding

-uto.o$iles and

/ousing

deciding hether to lease or buy

finding an affordable house housing finance' to buy ne orold automobile' vehicle financingoptions from banks' ",

ecture !asics

10

1.0.2015

ecture "#amples

11

21.0.2015

Continuous ,aluation 2

12

21.0.2015)anaging

Credit

Consu.er

Loans ot(erfor.s of

Financing

opening bank accounts'

loan accounts' overdraft

accounts' consumer loans'

using credit carefully'%,!,' ", for loans

ecture !asics

1$ ) 1

23.0.2015

)I" &) -)

15 ) 16

0.03.2015opening bank accounts'

loan accounts' overdraft

accounts' consumer loans'

using credit carefully'

%,!,' ", for loans1

11.03.2015

/ealt( Pro!ert#

life Insurance

)anaging insurance needs

basic insurance concepts deciding on the amount of lifeinsurance re7uired key featuresof life insurance policies

ecture and case

hen ,nsurancegainst Perils

becomes Perilous

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buying insurance types andsources of health insurance plans principles of property insurance automobile insurance other

types of insurance8

ecture and case 9ealth ,nsurance'

%ashless

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