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Published by Kunwarpreet Singh

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Published by: Kunwarpreet Singh on Jun 19, 2012
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Lovely Professional University,Punjab
Course NoCours TitleCourse PlannerLecturesTutorialPracticalCredits
MGT958BASICS OF PERSONAL FINANCE15419 :: Danish Khanna3003
Sr NoJouranls atricles as compulsary readings (specific articles, Complete reference)
5The seven ways to shortlist the right stocks, Outlook money, Vol 7, Dec 2008, pg 66-676Pension plans- Why & how, Outlook money, Vol 8, March 2009, Pg 51-597New Pension Scheme, 'Make Haste Slowly' , Money Today, Vol 4, March 2009, pg 36 - 458'10 easy steps to tax filing' , Outlook Money, Vol 8, July 2009, pg 16-199'Ascertain the dividends' ,Outlook money, Vol 8, April 2009, pg 40- 4110'Don't put all your eggs in one basket', James H Wilson; William G Droms11Cory Chmelka 'Premium Financing: The Time Is Now', The CPA Journal, New York: Sep 2009. Vol 7912'Investment planning: What's hot, what's not' Phyllis J Bernstein13Robert D, B. Peter L., The Right Way to manage your Pension Fund, Harvard Business Review, Jan 198814Caroline, S. John, What Health Consumers Want, Harvard Business Review, December 200715Nathan's need to know: Personal finance, Ref:2-Pg 44/ Ch 1/ Part1-4Workbook of CPFA of NSE in Indian available On the following link:- http://nseindia.com/content/ncfm/ncfm_cpfa_workbook.pdf1
Text Book:Other Specific Book:
Jack R Kapoor, Les R Dlabay, Robert J Hughes, Personal Finance, McGraw-Hill/Irwin; Edition 2005.2Jeff Madura, Personal Finance with Financial Planning Software Addison Wesley; Edition 2006.3Joehnk, Gitman, Personal Finance A User’s Perspective, Cengage Learning, Edition 2009.4
Other Reading
Format For Instruction Plan [for Courses with
Lectures and Labs
1Approved for Spring Session 2011-12
Sr. No.(Web adress) (only if relevant to the courses)Salient Features
30www.moneyinstructor.com Insurance, debt management, Credit , investing31www.economywatch.com › Investment Provides information on investment management32http://www.woopidoo.com/articles/dylan/moneyArticles on personal finance33http://www.articlesbase.com/insurance-articles/which-one-rules-term-life-insurance-vs-whole-life-insurance-724374.htmlComparison of term life insurance and whole life insurance34http://articles.smashits.com/articles/business/23867/different-types-of-credit-cards-and-features-part-1.htmlInformation regarding different types of credit cards is given.35http://www.docstoc.com/docs/19294236/Retirement-planning-Plan-your-retirement-for-income-through-mutual-fund-investmentRetirement planning36http://www.financialexpress.com/news/estate-planning-ensuring-a-peaceful-tomorrow/199160/#Estate planning37http://www.rediff.com/money/2008/mar/12tax.htm Tax Planning38finance.indiamart.com/taxation/income.../tax_planning.html Provides information on Tax Planning39http://www.indiavision.com/articlesArticles on loans, etc.16Estimating the total life insurance coverage, Ref:2- Pg 76-77/Ch3/ 117Selecting a suitable health insurance policy, Ref:2- Pg 78-79/Ch3/118Case study on estimating the retirement income, Ref:2- Pg 157-158/Ch 6/119The Aggarwals tackle their Tax Return, Ref:2- Pp 116-117/ Ch 3/ Part1-420"A complete financial plan " http://www.nab.com.au/wps/wcm/connect/nab/nab/home/personal_finance/7/421"The benefits of comprehensive financial planning" http://www.clearfacts.ca/budget/debt/back_to_black_the_benefits_of_comprehensive_financial_planning22"The Three Components of Financial Planning" http://ezinearticles.com/?The-Three-Components-of-Financial-Planning&id=352091223"Implementing Personal Financial Plan" http://smartmoneysuccess.com/2010/04/comprehensive-financial-planning-8-steps-of-financial-planning-process-key-financial-road-map-to-wealth-and-success/ 24'The Sampson’s Case" Ref. 2- Pg 127-128/ Ch5/ Part 1-325"Consumer credit" using credit wisely Pg 202/ Ch 6- part2-226"Air Canada case- risk management"27"Capital gain and loss- case study"28"David Silva's personal financial plan" case study on riskireturn tradeoff29"Phoebe Morrison's personal financial plan" case study on risk measurement
Relevant Websites
2Approved for Spring Session 2011-12
40http://www.ncbi.nlm.nih.gov/pubmed/18607035 Article on health insurance41Tax Planning India.mht Articles on tax planning42http://www.watblog.com/2008/08/14/online;tools;for;personal;finance;and;text;where;and;what;to;look;for/ Online tools for personal finance and tax43http://www.discount;life/insurance;quotes.com/ Information regarding insurance quotes44http://www.incometaxindia.gov.in/ Information regarding forms to be filled for return, PAN45http://www.videojug.com/expertanswer/investment-bond-basics/are-bonds-always-safer-investments-than-stocksVideo on Bond Vs Stock
Detailed Plan For Lectures
Week NumberLecture NumberLecture TopicChapters/Sections ofTextbook/otherreferencePedagogical toolDemonstration/casestudy/images/anmation ctc. planned
Part 1
Week 1
Lecture 1Basics of Financial Planning, Need for FinancialAdvisory Services->Reference :1,1Lecture 2Scope of Financial Advisory Services, FinancialPlanning Delivery Process->Reference :1,1->Reference :15,casestudyCase Study: Nathan'sneed to know: Personalfinance, Ref:2-Pg 44/ Ch1/ Part1-4Lecture 3Understanding Client's Situation and Goals, Client'sInvestment Risk Profile, Analyzing Client Needs,Recommending Investment Strategy->Reference :1,1Practical Exercise:Students are required toplan their monthlybudget and preparecash flow staement
Week 2
Lecture 4Concept of time value of money in single and series.->Reference :1,1Lecture 5Types of Risk : Market Risk, Reinvestment risk,Interest rate risk, Purchasing power risk, Liquidityrisk, Political risk, Exchange rate risk, Inflation Risk,Tax Rate Risk->Reference :1,2Lecture 6Management of the risks for client in different timehorizons, concept of alpha and Beta and theirexposure methods->Reference :1,23Approved for Spring Session 2011-12

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