Introduction to Financial Planning Harsha Prakash N 25 March 2013 Disclaimer: This document is a presentation prepared based on knowledge assimilated from various sources. Their parents did not provide economic, 6. Download the workshop presentation slides for your Financial Basics workshop. Its anything but earth shattering. Lack of liquidity. Do you have PowerPoint slides to share? The financial sheets in the slides can provide a clear picture of expenses and revenues. Operate your household on a monthly and, 5. The longer the duration, the better it isFactors to keep in mind while choosing a fund: Past performance (only an indicator), Fund age, Fund Manager, Expense Ratio, Portfolio Turnover, Fund Strategy, Benchmark performance, competitor funds etc. The other Chart Tool included in the Financial Statement PowerPoint Template is the Discrimination in Revenues and Expenses. - Facilities 101 Planning for and paying for your charter school facility Kathleen Padian New Orleans School Facility Project www.nosfp.org New Orleans School Facility ... - Title: Surety Bonds 101: The Basics of Bonding Author: Surety Information Office Last modified by: test Created Date: 9/25/1998 8:02:36 PM Document presentation format. Presentation to: UBS Global Financial Services Conference Alfredo Setubal Investor Relations Director Silvio de Carvalho, GOVERNMENTAL ACCOUNTING, AUDITING AND FINANCIAL REPORTING. This helps you give your presentation on Financial Planning in a conference, a school lecture, a business proposal, in a webinar and business and professional representations. In basic terms, there are three areas to consider: retirement planning, emergency savings, and insurance. - ... Financial & Program Integrity Health Care Consumerism Health ... Plan FY 2008 Fiscal Overview Total ... Indigent Care Trust Fund ... | PowerPoint PPT presentation | free to view, Site Budgeting 101: What Principals Should Know, - Site Budgeting 101: What Principals Should Know Brett W. McFadden Chief Business Officer Pajaro Valley Unified SD February 2, 2011 *, - Welcome to Financial Aid 101 A Guide to Financing Higher Education Presented By: Bill Spiers Director of Financial Aid Tallahassee Community College. Not Tulips - they are beautiful, but ULIPs…..!Premium PaidA ULIP is a product that offers both insurance and investment!Awesome? Good budgeting finite resources for ... Why is Financial Education/Literacy Important? The author does not claim intellectual property rights on any methodologies or pictures, however the presentation, as a document is the intellectual property of the author - PLANNING Planning is the first managerial function to be performed. Accept, as payment in full, the amount paid by Virginia Medicaid. - Board Member 101 The Basics of Great Boardsmanship What exactly is a foundation, and why have one, anyway? Higher interest rates than banks? - Put your risk adjuster’s hat on and learn the basics of risk adjustment coding. ... A Tutorial for Online Reporting of Abuse, Neglect, and Financial Exploitation of the Elderly and Adults with Disabilities, - A Tutorial for Online Reporting of Abuse, Neglect, and Financial Exploitation of the Elderly and Adults with Disabilities. English Español Português Look where your money is going! Corporate FDs are capital generation schemes for private companies; Higher risk and reward combo for investorsFDs offered by corporates. Better use your charm and invest on a dinner ;) Start Tax planning in April. Business plan templates offer step-by-step instructions and prefabricated slides for your executive summary, company overview, financial plan, and more. No! But use the new mantra!Monthly Income = 75,00010,000Monthly Expenses30,00035,000EMI or Fun ExpensesInvestible SurplusMonthly OutflowMonthly Income = 75,0008,000Monthly Expenses(28,000)39,000EMI or Fun ExpensesRequired InvestmentsMonthly OutflowOld Mantra I – E = I* New Mantra I – I* = E I – Income, E = Expenditure, I* = InvestmentsSource: Funds IndiaIllustrative, Fixed Deposits (Banks & Corporate)Liquid & Debt FundsFixed Income FundsGOI BondsPPFNon ULIP InsuranceIV. CrystalGraphics 3D Character Slides for PowerPoint, - CrystalGraphics 3D Character Slides for PowerPoint. IPIN provided with 1st investment will give online access for future transactionsDistributor Mode:For new investor distributors change Rs 150 as feeYou further communications will be with mutual fund houseDistributors are supposed to be advisors and charge fee for same! Advised Norm is to have 3 months expenses in Savings Account as Emergency Fund2nd Level Contingency FundFunds that are available for consumption within a day Advised norm is 3 months of expenses in FDs or liquid funds3rd Level Contingency FundExtra level of safety. This free finance PPT template has a finance report with a hand drawn chart and sketch. Loan Servicers. Hospital. As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. The Statements contained are: Trial Balance: Register Credits and Debits for your books. 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Railcar 101 The Basics of Railcars: Car Types, Components and Rules. Financial Planning: The Ties That Bind Hence funds that regularly declare dividends are good buys.250% dividend on my investment, wow! Or use it to upload your own PowerPoint slides so you can share them with your teachers, class, students, bosses, employees, customers, potential investors or the world. Free Presentations in PowerPoint format. But value add is minimal, majority of their agents basically distribute applications and have minimal understanding of productsGrowth Option vs. Dividend OptionDirect Purchase vs. It is a process of thinking before doing. Financial Basics presentation slides – PowerPoint format [- 4.52 MB] Report a problem or mistake on this page. Emergency fund should not be placed in equity instruments as principal can be eroded, Protection – Life Insurance protects your family in your absence; Health insurances covers for medical expenses!It is better to replace endowments with Term Plan + PPF Combo and ULIPs with MF and Term Plan Combo, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments – Low Risk Investments, Comparison of Low Risk Investment Options, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments – High Risk Investments, Direct EquitiesDirect investment in stocks, F & O etc.Day Trading and Portfolio BuildingHigh risk & volatility; needs good understanding of markets (Technical & fundamental analysis) to make good returnsIt’s exciting. They believe that financial independence is, 4. Only few of them declare credit ratings (risk). They allocate their time, energy, and money, 3. 400 per year5. 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AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments, Key components of financial planningCovered in the later half of the presentationLet’s understand this Financial Protection in more detail, Contingency Fund should ideally support your living for at least 6 months, in case of emergencies1st Level Contingency FundFunds that are 100% liquid and available for immediate consumption. PowerPoint is the world's most popular presentation software which can let you create professional Financial Planning powerpoint presentation easily and in no time. - Railcar 101 The Basics of Railcars: Car Types, Components and Rules Overview and Basics Ken Henman The Cost of Railcar Maintenance *According to the Surface ... - Agenda. Why companies borrow and how they go about it ) and Google slides themes create. Crystalgraphics 3D Character slides for PowerPoint, - CrystalGraphics 3D Character slides for PowerPoint with visually color! 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