PPT on Financial Planning
- What is Financial Planning
- Who needs Financial Planning
- How to do Financial Planning
- Asset Allocation
- Problems faced during Financial Planning
- Mindsets for Investment
The document discusses personal financial planning. It begins by outlining a basic wealth creation formula of income, debts/bills, savings, investments, and waste. It then discusses establishing one's current financial wellness status and creating a personal financial plan with pillars like setting goals, managing money, investing, risk management, and implementation. Key aspects of a financial plan covered include cash flow, debt management, investment planning, insurance, retirement, and estate planning. The importance of financial education and developing a plan tailored to one's temperament and family background is emphasized throughout.
This 3-credit, 16-week course provides students with an introduction to key concepts in financial management. The course objectives are to help students understand topics like capital budgeting, cash flow estimation, working capital, and financial planning. Students will learn about valuing financial instruments, the relationship between risk and return, and the capital budgeting process. The grade is based on quizzes, assignments, a midterm exam, and a final exam. Students are expected to attend all classes and participate in discussions.
Career and Talent Management by Junaid ChohanJunaid Ashraf
The document discusses career and talent management. It defines key terms like career, career management, and career development. Career is the occupational positions a person has over many years, while career management is the process of helping employees understand and develop their career skills. Career development refers to lifelong activities that contribute to a person's career exploration, establishment, success, and fulfillment. The document also discusses the roles of employees and employers in career development. Employers should facilitate career self-analysis and development through human resource activities. Employees should seek variety in their work, ask for feedback, and develop goals and relationships to aid their growth.
The document summarizes a financial wellness program at the University of Colorado aimed at empowering employees to engage with their finances. It discusses the program's inception, goal of building financial confidence, and strategy of providing accessible and enjoyable resources. It also outlines the program's pedagogical philosophy, types of programming provided (seminars, workshops, consultations, events), methods for finding and vetting speakers, logistics, and communication channels used.
This document provides an overview of key concepts in financial management. It defines finance as the art and science of managing money and the study of value and good decision-making involving money. Financial management aims to efficiently acquire and utilize capital funds. The objectives of financial management include maintaining liquidity, profit maximization, and wealth maximization. It also aims to protect solvency, utilize resources effectively, provide social welfare, and ensure fair returns. Financial management involves planning and controlling a firm's financial resources, including raising funds optimally and using them profitably.
This document provides an overview of key concepts in financial management. It defines finance as the management of money and the study of value and good decision-making involving money. Financial management aims to acquire funds at optimal cost and utilize them with minimum risk. It is concerned with managing funds, determining what assets to acquire, how to raise capital to purchase assets, and how to maximize firm value. Financial management objectives include maintaining liquidity, profit maximization, and wealth maximization. It also aims to utilize available resources effectively and provide social welfare.
Every organisation requires proper succession for the continuity of its vision and values. Mentoring helps leaders ensure that the right people are prepared to succeed others in the organisation. Every leader should ensure the sustenance of their legacy by mentoring some person in what they do.
Financial management involves planning, sourcing, using, and controlling funds to achieve organizational objectives. It has three key elements: financial planning/budgeting, financial control, and financial decision-making regarding investments and financing. Proper financial management ensures accountability, viability, and effective use of scarce resources through practices like establishing budgets, internal controls, financial reporting, and auditing. The overall goals are to maximize benefits to stakeholders and ensure the long-term sustainability of the organization.
The document discusses personal financial planning. It begins by outlining a basic wealth creation formula of income, debts/bills, savings, investments, and waste. It then discusses establishing one's current financial wellness status and creating a personal financial plan with pillars like setting goals, managing money, investing, risk management, and implementation. Key aspects of a financial plan covered include cash flow, debt management, investment planning, insurance, retirement, and estate planning. The importance of financial education and developing a plan tailored to one's temperament and family background is emphasized throughout.
This 3-credit, 16-week course provides students with an introduction to key concepts in financial management. The course objectives are to help students understand topics like capital budgeting, cash flow estimation, working capital, and financial planning. Students will learn about valuing financial instruments, the relationship between risk and return, and the capital budgeting process. The grade is based on quizzes, assignments, a midterm exam, and a final exam. Students are expected to attend all classes and participate in discussions.
Career and Talent Management by Junaid ChohanJunaid Ashraf
The document discusses career and talent management. It defines key terms like career, career management, and career development. Career is the occupational positions a person has over many years, while career management is the process of helping employees understand and develop their career skills. Career development refers to lifelong activities that contribute to a person's career exploration, establishment, success, and fulfillment. The document also discusses the roles of employees and employers in career development. Employers should facilitate career self-analysis and development through human resource activities. Employees should seek variety in their work, ask for feedback, and develop goals and relationships to aid their growth.
The document summarizes a financial wellness program at the University of Colorado aimed at empowering employees to engage with their finances. It discusses the program's inception, goal of building financial confidence, and strategy of providing accessible and enjoyable resources. It also outlines the program's pedagogical philosophy, types of programming provided (seminars, workshops, consultations, events), methods for finding and vetting speakers, logistics, and communication channels used.
This document provides an overview of key concepts in financial management. It defines finance as the art and science of managing money and the study of value and good decision-making involving money. Financial management aims to efficiently acquire and utilize capital funds. The objectives of financial management include maintaining liquidity, profit maximization, and wealth maximization. It also aims to protect solvency, utilize resources effectively, provide social welfare, and ensure fair returns. Financial management involves planning and controlling a firm's financial resources, including raising funds optimally and using them profitably.
This document provides an overview of key concepts in financial management. It defines finance as the management of money and the study of value and good decision-making involving money. Financial management aims to acquire funds at optimal cost and utilize them with minimum risk. It is concerned with managing funds, determining what assets to acquire, how to raise capital to purchase assets, and how to maximize firm value. Financial management objectives include maintaining liquidity, profit maximization, and wealth maximization. It also aims to utilize available resources effectively and provide social welfare.
Every organisation requires proper succession for the continuity of its vision and values. Mentoring helps leaders ensure that the right people are prepared to succeed others in the organisation. Every leader should ensure the sustenance of their legacy by mentoring some person in what they do.
Financial management involves planning, sourcing, using, and controlling funds to achieve organizational objectives. It has three key elements: financial planning/budgeting, financial control, and financial decision-making regarding investments and financing. Proper financial management ensures accountability, viability, and effective use of scarce resources through practices like establishing budgets, internal controls, financial reporting, and auditing. The overall goals are to maximize benefits to stakeholders and ensure the long-term sustainability of the organization.
The document discusses the advantages of purchasing an education franchise like UCMAS. The 5 key advantages are:
1. Marketing - Education franchises handle large-scale national and global marketing, helping to attract more students.
2. Certifications - The franchise handles complicated certification processes with government standards for curriculum, facilities, and more.
3. Curriculum - The franchise invests in developing standardized curriculums that are revised regularly and have been tested across locations.
4. Planning and infrastructure - The franchise provides ideal models for infrastructure setup and planning versus a disorganized individual approach.
5. Training - Franchises develop training resources and facilities so teaching staff training is taken care of.
Goal-Setting Presentation for Personal and Farm Business GoalsBarbara O'Neill
The document discusses goals and strategies for small scale animal production. It provides information on goal setting, including defining goals, making goals SMART (specific, measurable, attainable, realistic and time-bound), examples of personal and farm business goals, resources for goal setting, and tips for effective goal setting. The document is presented by Barbara O'Neill, a Rutgers Cooperative Extension specialist in financial resource management.
The document outlines the mission, vision, sales and marketing, production and delivery, and management and operations of Catch Fire University. The mission is to educate and motivate people to ignite positive financial change through online resources. Potential clients are those seeking financial freedom and improvement. Modules are prerecorded and delivered weekly by email with accompanying assignments posted on Facebook. Effectiveness is tracked through email and social media analytics.
The document outlines the mission, vision, sales and marketing, production and delivery, and management and operations of Catch Fire University. The mission is to educate and motivate people to ignite positive financial change through online resources. Potential clients are those seeking financial freedom and improvement. Modules are prerecorded and delivered weekly by email with accompanying videos, documents and assignments posted on social media. Student engagement is tracked through email responses and online forums.
This document summarizes the culture and processes at CFI. It outlines CFI's mission to provide affordable financial analyst training worldwide. It describes the company's values of being effective, humble, open-minded, creative, and passionate. It also details CFI's goal of creating an empowering and motivating work environment through access to information, autonomy, collaboration, generous compensation and benefits, and a process of semi-annual goal setting and feedback. The overall aim is to foster continuous improvement and meaningful careers.
The economic impact of coronavirus means that many voluntary sector organisations will be going through a period of significant change over the coming months. For many of the hardest hit charities, the process of restructuring and making redundancies will sadly be inevitable. In this webinar we help organisations prepare for this context.
This document provides information about career planning resources available to students at Istanbul Kultur University. It describes the Student Life, Career and Graduate Counseling Unit which offers several services including a career planning course, student clubs, career development support, and an alumni relations program. The career center's vision is to provide quality career guidance and help students develop career plans aligned with business trends to gain needed qualifications and increase their professional networks.
Learn finance with Myassignment help. We provide the Quality assignment help services to students to get A+ grades in the assignments.
http://myassignmenthelp.net/
This document provides an overview of a leadership and management skills course. It outlines the course aims, structure, assignments and expectations. The course will help participants understand management and leadership roles through interactive workshops and assignments. Participants will learn theories of leadership and management, develop personal and professional plans, and better understand managing change and relationships. The document reviews learning styles, stakeholder analysis, organizational vision/mission/values, and the differences between goals and objectives. It emphasizes writing clear assignments with references and learning from the workshops and materials provided.
4-H Build a Million Club is a curriculum and website designed to educate middle and high school-aged youth on investing, budgeting, using credit cards, stocks and other aspects. of personal finance. The program combines guidance for club leaders with Web tools for youth.
Nayak's Tutorials is a leading education coaching institution in Maharashtra and Gujarat with 75 centers and over 500 tutors. It aims to provide quality coaching services across various subjects and exams. The document discusses Nayak's strategy of maintaining standardized processes across centers through trained staff. It analyzes strengths like experienced faculty and established brand against weaknesses like role of schools. The strategy focuses on diversifying offerings, leveraging the brand, and ensuring superior execution and quality through the marketing mix.
A mentoring culture is where an organization has embraced the “gift of mentoring” as a way of life in that organization. Every employee no matter at what level they are at in the organization embraces mentoring as a way of life.
This document provides an overview of goals and topics for a charter school session, including:
1. Inspiring hearts and minds of students and challenging conventional thinking.
2. Strengthening the ability to govern for those involved with charter schools, including boards, authorizers, and schools.
3. Discussing frameworks for charter school success, including superior performance, distinctive impact, and lasting endurance.
The document outlines the key components of developing a personal financial plan in 6 steps:
1) Establish financial goals like buying a car, home, or saving for retirement.
2) Consider your current financial position and skills.
3) Identify alternative plans to achieve goals either conservatively or aggressively.
4) Select and implement the best plan.
5) Evaluate your financial plan and progress regularly using financial statements.
6) Revise your financial plan as your situation and goals change.
We are the Team of young and potential professionals to provide guidance to students related career. We provide hundreds of careers options, multiple stream combinations and endless career paths. To help students choose their right path like the thousands of students we have helped.
Ravindra Pratap Singh
Co-Founder & Managing Director
Curiosity Classes
Ankico Eduventure Pvt. Ltd.
The ASBA Business Mentoring Program provides different levels of mentoring for entrepreneurs, business owners, managers, and executives. The program aims to assist participants in developing business and leadership skills through one-on-one mentoring relationships. Mentors in the program are experienced ASBA member volunteers who complete assessments and go through a matching process. The mentoring relationships follow a structured program lasting 16-32 weeks to help mentees establish goals and plans to improve their businesses and professional development. Past participants have reported benefits such as business growth, skill development, and more sustainable companies as a result of the mentoring process.
This document discusses team building, dynamics, and management. It defines a team as a group mutually dependent on each other to achieve a common goal. Team building focuses on bringing out the best in a team through communication, leadership, problem solving, and working together. Successful teams have experienced members who can solve problems and provide feedback. Effective leadership provides clear expectations, tools for success, recognizes good work, and communicates progress. Team building techniques include growing employees and making them partners to achieve goals.
Training an integral component of effective hr practices - baishaki bapatEduMedia India
The document discusses the importance of training for staff at The Orchid School. It outlines the school's approach to training, which includes annual orientation programs, allocating budget for training workshops, staff retreats to promote team bonding and reflection, and domain-specific training opportunities. Feedback is gathered from participants to evaluate effectiveness and plan future training. Analysis of results shows training is positively impacting teaching and students' achievements. The school aims to continue enhancing training with new knowledge to develop human resources.
The simplified electron and muon model, Oscillating Spacetime: The Foundation...RitikBhardwaj56
Discover the Simplified Electron and Muon Model: A New Wave-Based Approach to Understanding Particles delves into a groundbreaking theory that presents electrons and muons as rotating soliton waves within oscillating spacetime. Geared towards students, researchers, and science buffs, this book breaks down complex ideas into simple explanations. It covers topics such as electron waves, temporal dynamics, and the implications of this model on particle physics. With clear illustrations and easy-to-follow explanations, readers will gain a new outlook on the universe's fundamental nature.
The document discusses the advantages of purchasing an education franchise like UCMAS. The 5 key advantages are:
1. Marketing - Education franchises handle large-scale national and global marketing, helping to attract more students.
2. Certifications - The franchise handles complicated certification processes with government standards for curriculum, facilities, and more.
3. Curriculum - The franchise invests in developing standardized curriculums that are revised regularly and have been tested across locations.
4. Planning and infrastructure - The franchise provides ideal models for infrastructure setup and planning versus a disorganized individual approach.
5. Training - Franchises develop training resources and facilities so teaching staff training is taken care of.
Goal-Setting Presentation for Personal and Farm Business GoalsBarbara O'Neill
The document discusses goals and strategies for small scale animal production. It provides information on goal setting, including defining goals, making goals SMART (specific, measurable, attainable, realistic and time-bound), examples of personal and farm business goals, resources for goal setting, and tips for effective goal setting. The document is presented by Barbara O'Neill, a Rutgers Cooperative Extension specialist in financial resource management.
The document outlines the mission, vision, sales and marketing, production and delivery, and management and operations of Catch Fire University. The mission is to educate and motivate people to ignite positive financial change through online resources. Potential clients are those seeking financial freedom and improvement. Modules are prerecorded and delivered weekly by email with accompanying assignments posted on Facebook. Effectiveness is tracked through email and social media analytics.
The document outlines the mission, vision, sales and marketing, production and delivery, and management and operations of Catch Fire University. The mission is to educate and motivate people to ignite positive financial change through online resources. Potential clients are those seeking financial freedom and improvement. Modules are prerecorded and delivered weekly by email with accompanying videos, documents and assignments posted on social media. Student engagement is tracked through email responses and online forums.
This document summarizes the culture and processes at CFI. It outlines CFI's mission to provide affordable financial analyst training worldwide. It describes the company's values of being effective, humble, open-minded, creative, and passionate. It also details CFI's goal of creating an empowering and motivating work environment through access to information, autonomy, collaboration, generous compensation and benefits, and a process of semi-annual goal setting and feedback. The overall aim is to foster continuous improvement and meaningful careers.
The economic impact of coronavirus means that many voluntary sector organisations will be going through a period of significant change over the coming months. For many of the hardest hit charities, the process of restructuring and making redundancies will sadly be inevitable. In this webinar we help organisations prepare for this context.
This document provides information about career planning resources available to students at Istanbul Kultur University. It describes the Student Life, Career and Graduate Counseling Unit which offers several services including a career planning course, student clubs, career development support, and an alumni relations program. The career center's vision is to provide quality career guidance and help students develop career plans aligned with business trends to gain needed qualifications and increase their professional networks.
Learn finance with Myassignment help. We provide the Quality assignment help services to students to get A+ grades in the assignments.
http://myassignmenthelp.net/
This document provides an overview of a leadership and management skills course. It outlines the course aims, structure, assignments and expectations. The course will help participants understand management and leadership roles through interactive workshops and assignments. Participants will learn theories of leadership and management, develop personal and professional plans, and better understand managing change and relationships. The document reviews learning styles, stakeholder analysis, organizational vision/mission/values, and the differences between goals and objectives. It emphasizes writing clear assignments with references and learning from the workshops and materials provided.
4-H Build a Million Club is a curriculum and website designed to educate middle and high school-aged youth on investing, budgeting, using credit cards, stocks and other aspects. of personal finance. The program combines guidance for club leaders with Web tools for youth.
Nayak's Tutorials is a leading education coaching institution in Maharashtra and Gujarat with 75 centers and over 500 tutors. It aims to provide quality coaching services across various subjects and exams. The document discusses Nayak's strategy of maintaining standardized processes across centers through trained staff. It analyzes strengths like experienced faculty and established brand against weaknesses like role of schools. The strategy focuses on diversifying offerings, leveraging the brand, and ensuring superior execution and quality through the marketing mix.
A mentoring culture is where an organization has embraced the “gift of mentoring” as a way of life in that organization. Every employee no matter at what level they are at in the organization embraces mentoring as a way of life.
This document provides an overview of goals and topics for a charter school session, including:
1. Inspiring hearts and minds of students and challenging conventional thinking.
2. Strengthening the ability to govern for those involved with charter schools, including boards, authorizers, and schools.
3. Discussing frameworks for charter school success, including superior performance, distinctive impact, and lasting endurance.
The document outlines the key components of developing a personal financial plan in 6 steps:
1) Establish financial goals like buying a car, home, or saving for retirement.
2) Consider your current financial position and skills.
3) Identify alternative plans to achieve goals either conservatively or aggressively.
4) Select and implement the best plan.
5) Evaluate your financial plan and progress regularly using financial statements.
6) Revise your financial plan as your situation and goals change.
We are the Team of young and potential professionals to provide guidance to students related career. We provide hundreds of careers options, multiple stream combinations and endless career paths. To help students choose their right path like the thousands of students we have helped.
Ravindra Pratap Singh
Co-Founder & Managing Director
Curiosity Classes
Ankico Eduventure Pvt. Ltd.
The ASBA Business Mentoring Program provides different levels of mentoring for entrepreneurs, business owners, managers, and executives. The program aims to assist participants in developing business and leadership skills through one-on-one mentoring relationships. Mentors in the program are experienced ASBA member volunteers who complete assessments and go through a matching process. The mentoring relationships follow a structured program lasting 16-32 weeks to help mentees establish goals and plans to improve their businesses and professional development. Past participants have reported benefits such as business growth, skill development, and more sustainable companies as a result of the mentoring process.
This document discusses team building, dynamics, and management. It defines a team as a group mutually dependent on each other to achieve a common goal. Team building focuses on bringing out the best in a team through communication, leadership, problem solving, and working together. Successful teams have experienced members who can solve problems and provide feedback. Effective leadership provides clear expectations, tools for success, recognizes good work, and communicates progress. Team building techniques include growing employees and making them partners to achieve goals.
Training an integral component of effective hr practices - baishaki bapatEduMedia India
The document discusses the importance of training for staff at The Orchid School. It outlines the school's approach to training, which includes annual orientation programs, allocating budget for training workshops, staff retreats to promote team bonding and reflection, and domain-specific training opportunities. Feedback is gathered from participants to evaluate effectiveness and plan future training. Analysis of results shows training is positively impacting teaching and students' achievements. The school aims to continue enhancing training with new knowledge to develop human resources.
The simplified electron and muon model, Oscillating Spacetime: The Foundation...RitikBhardwaj56
Discover the Simplified Electron and Muon Model: A New Wave-Based Approach to Understanding Particles delves into a groundbreaking theory that presents electrons and muons as rotating soliton waves within oscillating spacetime. Geared towards students, researchers, and science buffs, this book breaks down complex ideas into simple explanations. It covers topics such as electron waves, temporal dynamics, and the implications of this model on particle physics. With clear illustrations and easy-to-follow explanations, readers will gain a new outlook on the universe's fundamental nature.
Physiology and chemistry of skin and pigmentation, hairs, scalp, lips and nail, Cleansing cream, Lotions, Face powders, Face packs, Lipsticks, Bath products, soaps and baby product,
Preparation and standardization of the following : Tonic, Bleaches, Dentifrices and Mouth washes & Tooth Pastes, Cosmetics for Nails.
বাংলাদেশের অর্থনৈতিক সমীক্ষা ২০২৪ [Bangladesh Economic Review 2024 Bangla.pdf] কম্পিউটার , ট্যাব ও স্মার্ট ফোন ভার্সন সহ সম্পূর্ণ বাংলা ই-বুক বা pdf বই " সুচিপত্র ...বুকমার্ক মেনু 🔖 ও হাইপার লিংক মেনু 📝👆 যুক্ত ..
আমাদের সবার জন্য খুব খুব গুরুত্বপূর্ণ একটি বই ..বিসিএস, ব্যাংক, ইউনিভার্সিটি ভর্তি ও যে কোন প্রতিযোগিতা মূলক পরীক্ষার জন্য এর খুব ইম্পরট্যান্ট একটি বিষয় ...তাছাড়া বাংলাদেশের সাম্প্রতিক যে কোন ডাটা বা তথ্য এই বইতে পাবেন ...
তাই একজন নাগরিক হিসাবে এই তথ্য গুলো আপনার জানা প্রয়োজন ...।
বিসিএস ও ব্যাংক এর লিখিত পরীক্ষা ...+এছাড়া মাধ্যমিক ও উচ্চমাধ্যমিকের স্টুডেন্টদের জন্য অনেক কাজে আসবে ...
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
Strategies for Effective Upskilling is a presentation by Chinwendu Peace in a Your Skill Boost Masterclass organisation by the Excellence Foundation for South Sudan on 08th and 09th June 2024 from 1 PM to 3 PM on each day.
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
Thinking of getting a dog? Be aware that breeds like Pit Bulls, Rottweilers, and German Shepherds can be loyal and dangerous. Proper training and socialization are crucial to preventing aggressive behaviors. Ensure safety by understanding their needs and always supervising interactions. Stay safe, and enjoy your furry friends!
Introduction to AI for Nonprofits with Tapp NetworkTechSoup
Dive into the world of AI! Experts Jon Hill and Tareq Monaur will guide you through AI's role in enhancing nonprofit websites and basic marketing strategies, making it easy to understand and apply.
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...Dr. Vinod Kumar Kanvaria
Exploiting Artificial Intelligence for Empowering Researchers and Faculty,
International FDP on Fundamentals of Research in Social Sciences
at Integral University, Lucknow, 06.06.2024
By Dr. Vinod Kumar Kanvaria
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...
Financial planning
1. IES Management College and Research Centre
• Subject: Business Communication
• Topic : Financial Planning
• Presented to: Prof. Sushma Karwa
Team Members Specialization Roll No.
Suchitra Bhagat MFM 02
Anamika Chavan MFM 04
Mansi Veera MFM 39
Akshita Banerjee MMM 02
2. What is Financial Planning?
• Financial planning is the process of successfully meeting
financial needs of life through the proper management of
finances.
• It is your roadmap to financial health & sustainable wealth
creation.
• Financial Plan is a series of steps or goals used
by an individual or business.
3.
4. What is the need of financial planning?
• Life without financial planning is like Unplanned Vacation.
• If you wish to achieve your financial goals successfully &
peacefully you must plan your financial life.
5. Who needs financial planning?
• It is a myth that only rich people need financial planning.
• Whatever may be level of your income or assets, you need
financial planning.
6. How to do financial planning?
• Diversification.
• Never put all your eggs in one basket.
• Different asset classes give better return for
specific time duration.
• 94% of portfolio return will depend on Asset
allocation only.