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Module 1 - Financial Statements Interpretation & Analysis

Course Objective

Setting personal financial goals at young age is important to short-term and long-term financial health.  People have different goals with their money, but you need to have an idea of what you want to do. 

By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased. 


1 - Why we need to study Personal Finance and how to achieve Financial Goals

  • The Social, Economic for Financial Planning
  • Regulatory Framework for Financial Planning
  • How to decide the Plan and the ways to achieve
  • Performance measurement and monitoring

2 - Time value of money

      e.g. Compounding & Discounting, Annuity & Perpetuity, Real case for Annuity & Perpetuity

3 - Cash Management & Credit Management

      e.g. Deposits and Bonds

4 - Financial Markets and Institutions, Investment Basics

      e.g. Goals and Investment Alternatives, understanding Risk and Return

5 - An Integrated Planning Approach

       e.g. Mutual Funds and Other Pooling Arrangements


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