Day Lecture Session Details of Contents in Name  of Faculty
40 Lecture -1 Introduction: Financial Planning
1. Background
2. Role of Financial Planner
3. Financial Planning Process
4. Contract and Documentation
Lecture -2 5.Client Data Collection
6.Client Data Analysis
7.Life Cycle
8.Wealth Cycle
9.Risk Profiling and Asset Allocation
41 Lecture -3 10. Systematic Approach to Investing
Systematic Investment Plan (SIP)
Systematic Withdrawal Plan (SWP)
Systematic Transfer Plan (STP)
11.  Financial Plan
Goal-based Financial Plan
Comprehensive Financial Plan
Lecture -4 12.  Financial Blood-Test Report (FBR) 
13.  Financial Planning in India
42 Lecture -5 Wealth Management & the Economy
1. Financial Planning to Wealth Management
2. Economic Cycles and Indicaters
Lag Indicators
Co-incident Indicators
Lead Indicators
3. nterest Rate Views
Lecture -6 4. Currency Exchange Rate
5. The Deficits Revenue Deficit and Fiscal Deficit
ii. Current Account Deficit
43 Lecture -7  Investment & Risk Management: Equity Role of Equity Active and Passive ExposuresReturns from Passive Exposure to S&P CNX Nifty
Sector Exposure and Diversification
Lecture -8 Fundamental and Technical Analysis
Fundamental Valuation Approaches
Investment and Speculation
44 Lecture -9    Investment & Risk Management: Debt
a.      Role of Debt
b.      Deposits and Debt Securities
c.      Valuation of Debt Securities
d.     Yields and Interest Rate Risk
Lecture -10 e.      Interest Rate and Debt Investments 
f.       Credit Exposure and Debt Investments
g.      Concentration Risk
h.      Passive Investments in Debt
45 Lecture -11 Investment & Risk Management: Alternate Assets      a. Gold.
i. Role of Gold
ii. Gold Investment Routes
iii. Rupee returns from Gold
b. Real Estate
i. Role of Real Estate
ii. Real Estate Investment Routes
iii. Real Estate Indices
Lecture -12 a. Venture Capital / Private Equity Funds
b. Hedge Funds
e. Structured Products
f.  Portfolio Management Services (PMS)
46 Lecture -13 Investment Evaluation Framework
a. Risk-Return Framework
b. Risk
i. Standard Deviation
ii. Beta
Lecture -14 c.  Risk Adjusted Returns
i. Sharpe Ratio
ii. Treynor Ratio
iii. Alpha

SSELECTIVVELLY-Invest Classification Scheme for Investment Products
47 Lecture -15 Risk Profiling & Asset Allocation
d. Risk Profiling
e. Why Asset Allocation?
f. Strategic Asset Allocation
g. Tactical Asset Allocation
h. Fixed Asset Allocation
i. Flexible Asset Allocation
Lecture -16 j. Asset Allocation Returns in Equity and Debt 
i. Fixed Asset Allocation with Annual Re-balancing
ii. Flexible Asset Allocation
k. Asset Allocation Returns in Equity, Debt and Gold
i. Fixed Asset Allocation with Annual Re-balancing
ii. Flexible Asset Allocation
l. Allocation to Speculation
m. Diversification in Perspective
48 Lecture -17 Risk Management through Insurance
a. Risk Assessment
b. Life Insurance
c. Health Insurance
d. General Insurance
e. Safeguards in Insurance
Lecture -18  Elements of Taxation
n. Previous Year and Assessment Year
b. Gross Total Income
c. ncome Tax Slabs
d. Advance Tax
49 Lecture -19 e. Tax Deducted at Source (TDS)
f. Exempted Income
g. Deductions from Income
i. Section 80C
ii. Section 80CCC
iii. Section 80CCD
iv. Section 80D
v. Section 80E
vi. Section 80GG
Lecture -20 h. Long Term and Short Term Capital Gain / Loss 
i. Speculation Profit / Loss
j. Capital Gains Tax exemption under Section 54EC
k. Capital Gains Tax exemption under Section 54F
Setting Off & Carry Forward
50 Lecture -21 Taxation of Investment Products
a. Dividend Tax / Tax on Income Distributed by Mutual Fun
b. Securities Transaction Tax (STT)
c. Capital Gains Taxation
Lecture -22 d. Taxation of Fixed Deposits and Fixed Maturity Plansi.    
Fixed Deposits
ii. Fixed Maturity Plans (FMP)
e. Dividend and Growth Options in Mutual Fund schemes
f. Wealth Tax
51 Lecture -23 Estate Planning
a. Background  
b. Liabilities
c. Nomination  
d. Inheritance Law  
e. Will  
f.  Trust  
52 Module End Examination
(Full marks – 200, Time – 2+2 = 4 hours )