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Personal financial planning ppt
This document outlines topics that will be covered in a financial planning course, including how to plan an investment portfolio, understand assets and liabilities, ensure adequate insurance coverage, learn about different asset classes and risk appetite, plan for post-retirement income and children's education, relate investments to goals, and achieve financial peace and happiness. It also discusses concepts like the new economy, goal setting, overcoming challenges, and inverting the savings equation from expenses-focused to savings-focused.
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Key learning outcomes include planning investment portfolios, understanding assets vs. liabilities, insurance adequacy, and children's education financing.
Discussion on the increasing divide in the economy, where there are more wealthy individuals but also a growing population of the poor.
Emphasis on defining and establishing financial goals, including strategies to achieve them through a solid financial plan.
Understanding the fundamental financial formula: Income - Expenses = Savings; rephrased as Income - Savings = Expenses to guide budgeting.
Personal financial planning ppt
- 2. WHAT WILL ILEARN  How to plan my Investment Portfolio?  My Assets and my Liabilities .  Am I adequately insured?  What are different asset classes?  What is my risk appetite?  How to plan my post – retirement income?  How to plan my child’s education program?  How to relate my investments with my various goals? 2  HOW TO LIVE IN (FINANCIAL) PEACE AND HAPPINESS.
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- 4. The new economy– more rich, more poor & less 4
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- 6. GOAL GOAL 6 HOW
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- 9. HOW TO DOA FINANCIAL PLAN 9
- 10. Income – Expenses= Savings Change To Income – Savings = Expenses Source : Rich Dad Poor Dad 10
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