X-A chapters / Module 1: Personal Financial Planning
Chapter 1. Introduction to Personal Financial Planning
What financial planning is and how it differs from piecemeal advice, its scope, assets and net worth, the six-step planning process, and the advisory, execution and platform business models.
Total watch time 36 min · Hindi audio
Key topics
- Concept, need and scope of financial planning
- Goal setting, prioritising and staggering goals
- Physical vs. financial assets and net worth
- The six-step financial planning process
- Fee-only advice, execution-only, aggregators and wraps/platforms
Chapter test
25 multiple-choice questions with explanations. Score 60% or more to complete this chapter.
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