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    Akshat agrawal
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    This document outlines 36 questions related to financial planning and tax management for an individual assignment. The questions cover topics such as various investment avenues and how investor behavior impacts choices, comparing investment avenues based on risk and return, the effect of demographics on investment planning, cash flow forecasting and its importance, defining financial planning and the need for it, explaining the financial planning process and the role of financial planners, different myths of financial planning, factors influencing personal financial plans, investors' life cycles and financial goals, risk appetite and profiling, systematic investing approaches like SIP, SWP, and STP, goal-based and comprehensive financial plans. The document was prepared by Prakash Kundnani, an assistant professor from

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    This document outlines 36 questions related to financial planning and tax management for an individual assignment. The questions cover topics such as various investment avenues and how investor behavior impacts choices, comparing investment avenues based on risk and return, the effect of demographics on investment planning, cash flow forecasting and its importance, defining financial planning and the need for it, explaining the financial planning process and the role of financial planners, different myths of financial planning, factors influencing personal financial plans, investors' life cycles and financial goals, risk appetite and profiling, systematic investing approaches like SIP, SWP, and STP, goal-based and comprehensive financial plans. The document was prepared by Prakash Kundnani, an assistant professor from

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    9 views2 pages

    FPTM Individ Assign 1 Sec C and D

    Uploaded by

    Akshat agrawal
    This document outlines 36 questions related to financial planning and tax management for an individual assignment. The questions cover topics such as various investment avenues and how investor behavior impacts choices, comparing investment avenues based on risk and return, the effect of demographics on investment planning, cash flow forecasting and its importance, defining financial planning and the need for it, explaining the financial planning process and the role of financial planners, different myths of financial planning, factors influencing personal financial plans, investors' life cycles and financial goals, risk appetite and profiling, systematic investing approaches like SIP, SWP, and STP, goal-based and comprehensive financial plans. The document was prepared by Prakash Kundnani, an assistant professor from

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    © All Rights Reserved
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    of 2

    FINANCIAL PLANNING AND TAX MANAGEMENT [KMBN FM 02]

    INDIVIDUAL ASSIGNMENT – 1
    (Section C & D)

    Note: Attempt question as per your FPTM attendance register Serial number. Submission Date 28
    October 2022.

    1. Find out the various investment avenues for an individual and also determine investor’s behavior
    on various investment avenues.
    2. Compare at least two investment avenues on the basis of risk and return profile.
    3. Identify effect of demographic factors on the investment planning.
    4. What is cash flow forecasting? Why is it so important in work, compared to everyday life?
    5. Define Financial Planning.
    6. Mention need for financial Planning.
    7. Explain process of financial planning.
    8. Highlight role of financial planner in financial planning.
    9. What are the different myths of financial planning? Discuss.
    10. Discuss the factors that influence the personal financial planning.
    11. Write a note on Investors life cycle.
    12. Dwell upon various financial goals of investors.
    13. What is Risk Appetite.
    14. Dwell on Risk Profiling.
    15. Discuss on Systematic approach to investing i.e. SIP.
    16. Elaborate on SWP and STP.
    17. Discuss Goal based Financial Plan.
    18. Write a note on Comprehensive Financial Plan.
    19. Find out the various investment avenues for an individual and also determine investor’s behavior
    on various investment avenues.
    20. Compare at least two investment avenues on the basis of risk and return profile.
    21. Identify effect of demographic factors on the investment planning.
    22. What is cash flow forecasting? Why is it so important in work, compared to everyday life?
    23. Define Financial Planning.
    24. Mention need for financial Planning.
    25. Explain process of financial planning.
    26. Highlight role of financial planner in financial planning.
    27. What are the different myths of financial planning? Discuss.
    28. Discuss the factors that influence the personal financial planning.
    29. Write a note on Investors life cycle.
    30. Dwell upon various financial goals of investors.
    31. What is Risk Appetite?
    32. Dwell on Risk Profiling.
    33. Discuss on Systematic approach to investing i.e. SIP.
    34. Elaborate on SWP and STP.
    35. Discuss Goal based Financial Plan.
    36. Write a note on Comprehensive Financial Plan.

    By: Prakash Kundnani, Asst Prof, UIM, Prayagraj.

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