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Objectives – 45 HrsThe purpose of the course is to familiarize the learners on basic concepts that are useful in managing the personal and finance. The course module covers topics such as individual financial life cycle, financial goal specification, investment alternatives, Financial environment analysis, income tax planning, expenditure management, financial planning, financial emergency management, identifying future purchases, additional income generation, asset allocation and speculation, monitoring and revaluation of assets, active portfolio management, types of deposit and loan accounts, invest avenues, types of borrowing and risk managing. The course would also enable financial literacy on various institutions, markets and instruments that are engaging financial operations.
Modules
UNIT 1 Introduction to financial planning
- Financial life cycle – Financial goal specification – Retirement planning
-
8 hours
UNIT 2 Investment Alternatives
- Understanding of markets – Basics of Primary markets – Basics of Secondary markets – Debt instruments – scope and avenues – Equity and Mutual Funds.
-
8 hours
UNIT 3 Financial Budgeting
- Financial environment analysis – Identifying Resources – Expenditure management – Identifying future purchases – Additional income generation
-
8 hours
UNIT 4 Tax planning and Retirement Planning
- Financial bills – Income tax planning – Financial emergency management- Retirement planning
-
7 hours
UNIT 5 Deposit & Loan management
- Types of deposits – Loan financing – Basics of Banking operations
-
8 hours
UNIT 6: Financial portfolio construction
- Asset allocation and portfolio- Monitoring and revaluation of assets- Risk management- Active versus portfolio construction
-
6 hours
-
Recommended Readings
-
Xavier V. K (2011). Financial Economics, Magi’s Publications, Bangalore. -
Brown, R. (2003). Investment Analysis and Portfolio Management, Thomson Publication Press. -
Bodie, K. & Mohanty (1999). Investments, TMH. -
Jones, C. P. (2008). Investments Analysis and Management, Wiley Publications.
Lab Programs
-
Exercise 1: Design a Business card and Letter head for a given company -
Exercise 2: Design a Poster for an event -
Exercise 3: Design a Brochure for a new product -
Exercise 4: Design a CD Label / cover for Music company -
Exercise 5: Create a Packaging product for a given product -
Exercise 6: Design a web page for Restaurant -
Exercise 7: Create a Photo album -
Exercise 8: convert Black and white photo to color
Admission Queries
For any queries at any given time during the application and admission process, you may contact us through the following Email ID’s:
Bangalore Central Campus
The Office of Admissions,CHRIST (Deemed to be University), Hosur Road,Bengaluru – 560 029, Karnataka, INDIA
Phone
+91 92430 80800
+91 80 4012 9400
Email IDs
Indian candidates: admissions@christuniversity.in
NRI candidates: nri.admission@christuniversity.in
International: isc.admission@christuniversity.in
Bangalore Kengeri Campus
CHRIST (Deemed to be University)
Kanmanike, Kumbalgodu, Mysore Road,
Bengaluru – 560 074, Karnataka, INDIA
Delhi NCR Campus
CHRIST (Deemed to be University),
Mariam Nagar, Meerut Road,
Delhi NCR Ghaziabad – 201003
Phone
1800-123-3212
Bangalore Bannerghatta Road Campus
CHRIST (Deemed to be University)
Hulimavu, Bannerghatta Road,
Bengaluru – 560 076, Karnataka, INDIA
Phone
+91 080 4655 1306
Email
admissions.bgr@christuniversity.in
Bangalore Yeshwanthpur Campus
CHRIST (Deemed to be University)
Nagasandra, Near Tumkur Road,
Bengaluru 560 073, Karnataka, INDIA
Pune Lavasa Campus
CHRIST (Deemed to be University),
Christ University Road, 30 Valor Court, PO Dasve Lavasa, Mulshi, Pune – 412112, Maharashtra
Phone
1800-123-2009
Between: Monday to Friday: 09:00 AM to 04:00 PM,
Saturday: 09:00 AM to 12:00 PM
(Office remains closed on Sundays, Government Holidays and Any special events)
Objectives – 45 HrsThe purpose of the course is to familiarize the learners on basic concepts that are useful in managing the personal and finance. The course module covers topics such as individual financial life cycle, financial goal specification, investment alternatives, Financial environment analysis, income tax planning, expenditure management, financial planning, financial emergency management, identifying future purchases, additional income generation, asset allocation and speculation, monitoring and revaluation of assets, active portfolio management, types of deposit and loan accounts, invest avenues, types of borrowing and risk managing. The course would also enable financial literacy on various institutions, markets and instruments that are engaging financial operations.
Modules
UNIT 1 Introduction to financial planning
- Financial life cycle – Financial goal specification – Retirement planning
-
8 hours
UNIT 2 Investment Alternatives
- Understanding of markets – Basics of Primary markets – Basics of Secondary markets – Debt instruments – scope and avenues – Equity and Mutual Funds.
-
8 hours
UNIT 3 Financial Budgeting
- Financial environment analysis – Identifying Resources – Expenditure management – Identifying future purchases – Additional income generation
-
8 hours
UNIT 4 Tax planning and Retirement Planning
- Financial bills – Income tax planning – Financial emergency management- Retirement planning
-
7 hours
UNIT 5 Deposit & Loan management
- Types of deposits – Loan financing – Basics of Banking operations
-
8 hours
UNIT 6: Financial portfolio construction
- Asset allocation and portfolio- Monitoring and revaluation of assets- Risk management- Active versus portfolio construction
-
6 hours
UNIT 1 Introduction to financial planning
- Financial life cycle – Financial goal specification – Retirement planning
-
8 hours
UNIT 2 Investment Alternatives
- Understanding of markets – Basics of Primary markets – Basics of Secondary markets – Debt instruments – scope and avenues – Equity and Mutual Funds.
-
8 hours
UNIT 3 Financial Budgeting
- Financial environment analysis – Identifying Resources – Expenditure management – Identifying future purchases – Additional income generation
-
8 hours
UNIT 4 Tax planning and Retirement Planning
- Financial bills – Income tax planning – Financial emergency management- Retirement planning
-
7 hours
UNIT 5 Deposit & Loan management
- Types of deposits – Loan financing – Basics of Banking operations
-
8 hours
UNIT 6: Financial portfolio construction
- Asset allocation and portfolio- Monitoring and revaluation of assets- Risk management- Active versus portfolio construction
-
6 hours
-
Recommended Readings
-
Xavier V. K (2011). Financial Economics, Magi’s Publications, Bangalore. -
Brown, R. (2003). Investment Analysis and Portfolio Management, Thomson Publication Press. -
Bodie, K. & Mohanty (1999). Investments, TMH. -
Jones, C. P. (2008). Investments Analysis and Management, Wiley Publications.
Lab Programs
-
Exercise 1: Design a Business card and Letter head for a given company -
Exercise 2: Design a Poster for an event -
Exercise 3: Design a Brochure for a new product -
Exercise 4: Design a CD Label / cover for Music company -
Exercise 5: Create a Packaging product for a given product -
Exercise 6: Design a web page for Restaurant -
Exercise 7: Create a Photo album -
Exercise 8: convert Black and white photo to color
Admission Queries
For any queries at any given time during the application and admission process, you may contact us through the following Email ID’s:
Bangalore Central Campus
The Office of Admissions,CHRIST (Deemed to be University), Hosur Road,Bengaluru – 560 029, Karnataka, INDIA
Phone
+91 92430 80800
+91 80 4012 9400
Email IDs
Indian candidates: admissions@christuniversity.in
NRI candidates: nri.admission@christuniversity.in
International: isc.admission@christuniversity.in
Bangalore Kengeri Campus
CHRIST (Deemed to be University)
Kanmanike, Kumbalgodu, Mysore Road,
Bengaluru – 560 074, Karnataka, INDIA
Delhi NCR Campus
CHRIST (Deemed to be University),
Mariam Nagar, Meerut Road,
Delhi NCR Ghaziabad – 201003
Phone
1800-123-3212
The Office of Admissions,CHRIST (Deemed to be University), Hosur Road,Bengaluru – 560 029, Karnataka, INDIA
Phone
+91 92430 80800
+91 80 4012 9400
Email IDs
Indian candidates: admissions@christuniversity.in
NRI candidates: nri.admission@christuniversity.in
International: isc.admission@christuniversity.in
CHRIST (Deemed to be University)
Kanmanike, Kumbalgodu, Mysore Road,
Bengaluru – 560 074, Karnataka, INDIA
Phone
+91 80 4012 9800,
+91 80 4012 9802
+91 80 4012 9820
Email
admissions.kengeri@christuniversity.in
CHRIST (Deemed to be University),
Mariam Nagar, Meerut Road,
Delhi NCR Ghaziabad – 201003
Phone
1800-123-3212
Email
admission.ncr@christuniversity.in
Bangalore Bannerghatta Road Campus
CHRIST (Deemed to be University)
Hulimavu, Bannerghatta Road,
Bengaluru – 560 076, Karnataka, INDIA
Phone
+91 080 4655 1306
Email
admissions.bgr@christuniversity.in
Bangalore Yeshwanthpur Campus
CHRIST (Deemed to be University)
Nagasandra, Near Tumkur Road,
Bengaluru 560 073, Karnataka, INDIA
Pune Lavasa Campus
CHRIST (Deemed to be University),
Christ University Road, 30 Valor Court, PO Dasve Lavasa, Mulshi, Pune – 412112, Maharashtra
Phone
1800-123-2009
CHRIST (Deemed to be University)
Hulimavu, Bannerghatta Road,
Bengaluru – 560 076, Karnataka, INDIA
Phone
+91 080 4655 1306
Email
admissions.bgr@christuniversity.in
CHRIST (Deemed to be University)
Nagasandra, Near Tumkur Road,
Bengaluru 560 073, Karnataka, INDIA
Phone
+91 97422 44407
+91 80 6989 6666
Email
admissions.yeshwanthpur@christuniversity.in
CHRIST (Deemed to be University),
Christ University Road, 30 Valor Court, PO Dasve Lavasa, Mulshi, Pune – 412112, Maharashtra
Phone
1800-123-2009
Email
admission.lavasa@christuniversity.in
Between: Monday to Friday: 09:00 AM to 04:00 PM,
Saturday: 09:00 AM to 12:00 PM
(Office remains closed on Sundays, Government Holidays and Any special events)