personal financial planning ppt

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Page 1: Personal financial planning ppt
Page 2: Personal financial planning ppt

WHAT WILL I LEARN 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?

HOW TO LIVE IN (FINANCIAL) PEACE AND HAPPINESS.2

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4The new economy – more rich, more poor & less of middle class

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GOAL GOAL

HOW6

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THERE’S A WAY

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HOW TO DO A FINANCIAL PLAN

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Source : Rich Dad Poor Dad

Income – Expenses = Savings

Income – Savings = Expenses

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