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Lecture 5
Steps and Types of Financial Planning
Mr. K. Kiran Kumar
Assistant Professor
Kristu Jayanti College (Autonomous), Bengaluru
STEPS IN FINANCIAL PLANNING
 Establishing objectives
 Policy Formulation
 Forecasting
 Formulation of Procedure
TYPES OF FINANCIAL PLANNING
(a) Long term Financial Plan
(b) Short term Financial Plan

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PPT5.pptx

  • 1. Lecture 5 Steps and Types of Financial Planning Mr. K. Kiran Kumar Assistant Professor Kristu Jayanti College (Autonomous), Bengaluru
  • 2. STEPS IN FINANCIAL PLANNING  Establishing objectives  Policy Formulation  Forecasting  Formulation of Procedure
  • 3. TYPES OF FINANCIAL PLANNING (a) Long term Financial Plan (b) Short term Financial Plan