Managing your money is as important as earning it. There are several examples including former US president who have gone bankrupt. So financial planning is not a course, it is a life skill that everyone one of us must have.
This books gets you started on that journey. Whether you want to be a financial planning or wealth management professional or you simply want to manage your own money, this book is for you.
Content :
- Introduction to Financial Planning
- Assessing your current wealth
- Income/Expenses and Cashflow statement
- Budgeting
- Setting budgeting goals
- Developing a spending plan
- Time Value of money
- Financial planner toolkit
- Protecting your wealth
- How can you manage risk
- Risk and Insurance
- The principles of Insurance
- The Insurance contract
- Health Insurance
- Personal property & Liability Insurance
- Insurance of business risk
- Government regulation of Insurance
- Insurance companies
- Growing your net worth
- Fundamentals of Investment planning
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