WEBINAR On Financial Planning At NCM

Date:19/9/2014

Report of WEBINAR

On Financial Planning At NCM

It give me immense pleasure to report that we, NCM had organized and completed WEBINAR on Financial Planning on 16^th Sep 2014 for the development of students in MBA SEM III, Finance Specialization. Programme included the following competition:

·         Date of progamme  16^th Sep,2014

·         Name of Progamme: Webinar on Financial Planning

·         Total 22 Students has participated in this programme.

·         Time Duration was one hour.

·         Following topics were covered in webinar discussion for knowledge building.

·         Prerequisites of financial plan :Start as possible, Set objective

·         Financial goal (S.M.A.RT GOAL) I e  specific-5W’S, Measureable, Attainable ,Time bond

·         Budget: Meaning of income, Meaning of expense, Meaning of saving

·         Why you save? :Cover short term personal expense, Plan for major expense, Reserve funds

·         Meaning of investment :Why invest? :Retirement, Major purchase, Inflation protection, Unemployment funds, Future generation

·         Factor to consider: Risk tolerance, Investment timeframe and Available funds

·         Why return on investment?

·         Understand various institution: Mutual fund, Insurance, Real estate

·         Type of real estate: Residential, Commercial, Industrial ,Retail estate investment trust

·         Understand securities market: BSE,NSE

·         Product of stock market: Price discount using technical analysis ;Intraday, EOD, Creating call etc.

Dr.  Chetna R Makwana                                                                                 Dr Trupti Almoula

Co-ordinator of the Programme                                                          I/C Director