3 Review(s)

These books are for IIBF’s Examination on Advance Wealth Management, exclusively published by Taxmann. The key features of these books are as follows: (1) Paper 1 - Introduction to Financial Planning (i) Introduction to Financial Planning covers the following topics: (a) The Indian Financial System (b) Elements of Financial Planning (c) Ways & Means of Meeting Clients’ needs through Financial Planning (d) Elements of Creating a Financial Plan (ii) This book will be helpful for ardent learners of banking & finance and professionals engaged in the financial advising field. (2) Paper 2 - Risk Analysis, Insurance & Retirement Planning (i) Risk Analysis, Insurance and Retirement Planning is a dissertation on two aspects: (a) Insurance Products focused on fundamental principles, organization structure, functions, regulations, and legislation applicable to life/non-life insurance as practiced in India (b) Retirement Planning focused on need for planning for retirement along with the various pension products available in the country. (ii) Financial Planning and Financial Advising is the process of assessing a person’s financial goals, considering his/her savings and other assets to help one reach those goals. Financial planning also includes getting the most out of other financial resources, including insurance, equity, and debt securities. (iii) The onset of reforms in India has ensured accessibility of various investment avenues to almost everybody. Markets which were hitherto exclusive to banks and institutional treasuries have now opened for public. It is evident that bank and finance executives need to not only optimally manage their portfolios, but they also have an important role in shaping the portfolios of their clients. Thus, there is no clear-cut job profile when it comes to designing or marketing financial instruments. Yet a professional financial planner should position himself/ herself to take full benefit in this rapidly expanding field. (3) Paper 3 - Investment Planning, Tax Planning & Estate Planning (i) Investment Planning Tax Planning and Estate Planning provides comprehensive coverage of the securities market and related financial investment products. This book focuses on the following: (a) Indian Debt Market (b) Types of Debt Securities (c) Repos (d) Bond Valuation (e) Fixed Income Derivatives (ii) This book also covers the following: (a) Investment Decision-Making Process (b) Efficient Market Hypothesis (c) Aspects of Technical and Fundamental Analysis (d) Taxation Aspects of Wealth (e) Estate Planning Process and Strategies