Accounting & Finance for Bankers
- 4th ed
- Chennai, Macmillan Publishers India Private Limited, 2022
- 568 Pg Pb
Book Purchased Under BCOM Funds @ 570/- with bill no: 355, dtd: 19/08/2024
The contents of the book are as follows: Indian Economic Environment o Introduction to Economics and Indian Economy o Economic Policies o Economic Indicators and Value of Investment o Media and Information Sources Overview of Indian Financial Markets o Basic Concepts o The Financial System o Types of Financial Markets o Features of Financial Markets o The Flow of Funds Participants, Intermediaries & Regulators of the Indian Financial System: Institutional & Non-Institutional o Participants in the Finance Industry o Types of Financial Services Basics of Financial Planning o Introduction o Regulatory Controls and Practices o A Brief Overview of Advisers o The Consumer Life Cycle o The Wealth Cycle The Financial Planning Process Towards a Financial Plan o Working with Clients o Gathering Initial Information from the Client o Additional Information o Meeting the Client’s Objectives o Asset Allocation o Implementation o Ongoing Service Recommending Financial Planning Strategies to Investors Effective Communication in Financial Counselling o Introduction o Three-types of Structured Communication o Essentials in Financial Counselling o Profile of the Effective Counsellor o Elements of Non-Verbal Behaviours o Attending and Listening Skills o Counsellor Leading Responses o The Questions Process of a Financial Counselling
Introduction to Financial Planning covers the following topics: The Indian Financial System Elements of Financial Planning Ways & Means of Meeting Clients’ needs through Financial Planning Elements of Creating a Financial Plan This book will be helpful for ardent learners of banking & finance and professionals engaged in the financial advising field. The Present Publication is the 4th Edition (2017), published exclusively by Taxmann for the Indian Institute of Banking and Finance.