Financial Plan Development

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FINC 490 course deals with a thorough review and analysis of financial planning principles and applications based on case studies. The main objective is to analyze and gather data, evaluate the impact of governmental regulations and economic changes and effectively communicate a comprehensive financial plan to clients. Topics include estates, taxes, debt, asset protection, credit, insurance, investments, economic theories, ethics, financial planning process, and risk.

What is Financial Planning?

Financial planning is the process of required capital estimation and determination of its competition. It’s a process of framing financial policies in relation to investment, procurement, and administration of funds of an enterprise.

Objectives of Financial Planning:

  • Determining capital requirements
  • Determining capital structure
  • Framing financial policies
  • Maximum utilization of scarce financial resources

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