Personal Finance (many) Savings and Investing – All About Stocks (PDF) Collection of PowerPoint Presentations on Personal Finance. For MFs = equity based fundsAgain, invest time in some research, understand the fund strategy. Identify your immediate, medium and long term goalsIllustrative, III. No adulteration with investments. Financial planning is a big concept that includes things like budgeting, retirement planning, saving, insurance, and getting out of debt. 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. Not Tulips - they are beautiful, but ULIPs…..!Premium PaidA ULIP is a product that offers both insurance and investment!Awesome? Financial Aid Landscape. Although you have the plan developed, it takes discipline and desire to put it into action. It means applying general management principles to financial resources of the enterprise. Financial Management means planning, organizing, directing and controlling the financial activities such as procurement and utilization of funds of the enterprise. 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. Be goal oriented and have clearly defined, 6. Income and Expenses Pie Chart. 22 agosto, 2017. You’ll even find a business plan template for specific industries including business plan templates in Word for healthcare providers, professional services, and retail. Be careful in choosing a financial planner!Hire a fee-based financial planner, not one who charges a percentage of your portfolioChoose a financial planner who has NO vested interest in selling select products to you (There are few noted financial planning firms in India that act as distributors for ULIPs, endowment plans, mutual funds etc. ( You mean, NFOs are the best way to enter MFs? ... 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. Good diversification if you have excess cash (at your risk), Do we understand ULIP? To view this presentation, you'll need to allow Flash. Personal financial planning ppt sinhaarvind. Postponing Repayment: Deferment & Forbearance. Get the inside scoop on all things risk adjustment— Join Nikki Taylor, MBA, CPC®, COC™, CPMA®, CRC™, AAPC Fellow as she explores the hot topic of risk adjustment coding including HCC, data sources, financial impact, and more. - Medicaid 101- The Basics. Not many do!Interviewer: What do you know about Mutual Funds?Interviewee: Mutual Funds are subject to market risk. Steffanie & Jan Hospitals Presentation PPTX. Shocked ya!Provides liquidity. 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! - Partially Self Funded - 101 The Basics February 2009 Brown and Brown of Texas 10700 North Freeway, Suite 300, Houston, Texas 77037 (281) 260-2000 Types of Funding ... Middleware Planning and Deployment 101: Setting the Stage, - Middleware Planning and Deployment 101: Setting the Stage Keith Hazelton, University of Wisconsin-Madison/Internet2 Renee Woodten Frost, Internet2/University of Michigan, Family Medicine, Emory University School of, Learn how to get started with basic financial, 2. Execute Financial PlanV. Winner of the Standing Ovation Award for “Best PowerPoint Templates” from Presentations Magazine. Trust me, you will love the nuances! Which MF should you go for?Invests in GoI and other bondsLow risk low returnsHighly liquid fundsEntry Modes: Direct Purchase, SIPTop Funds: Performance in these funds does not drastically change across housesBalanced investment between equity and debt (60%- 40%)Medium Risk, Medium ReturnsEntry Modes: Direct Purchase, SIP Top Funds: HDFC balance, HDFC Prudence etc.Invests in particular sector or follows a unique investment approachGenerally High RiskEntry Modes: Direct Purchase, SIP etc.Top Funds: ICICI FMCG Fund, Advisory series funds, UTI Infrastructure fund etc.Invests in equity (stocks)High risk, high returnsEntry Modes: ELSS, Direct Purchase, SIP etc.Top Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc. Basics of Startup Financial Planning 1. Direct Link : Basics of Financial Planning... Their parents did not provide economic, 6. Yes you heard me right, not march but April! Life spices up your pursuit of needs & wants with some nasty uncertaintiesUncertainties in LifePersonal Health (Critical Illness, Death, Disability)Professional (Job losses etc. Look where your money is going! Hospital. MFs are free investments!Free Advice but not necessarily the best advice:If you are making a direct purchase instead of SIP, enter when markets are bearishTiming does not matter for SIPs, have at least 3 -5 year time frame for SIPs. Introduction to Financial Planning Harsha Prakash N 25 March 2013 Disclaimer: This document is a presentation prepared based on knowledge assimilated from various sources. Only few of them declare credit ratings (risk). 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. Free Presentations in PowerPoint format. - In this presentation, we will examine the essential components of a basic estate plan. 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If you are not adequately insured, increase your coverIllustrative, II. Learn more how to embed presentation in WordPress. Funds worth 6 months of expenses placed in FDs or liquid funds It is a good practice not to tinker with this emergency fund. The ever changing socio-economic environment makes it mandatory for everyone to have a sound financial plan. Foundation Defined A foundation is a not-for-profit ... RESEARCH TOOLS, TIPS, AND RESOURCES FOR FINANCIAL AID ADMINISTRATORS, - RESEARCH TOOLS, TIPS, AND RESOURCES FOR FINANCIAL AID ADMINISTRATORS PRESENTERS Mary Ann Coughlin, Springfield College, MA Bonnie Joerschke, Purdue University, IN. 1-5 years. This free finance PPT template has a finance report with a hand drawn chart and sketch. CrystalGraphics 3D Character Slides for PowerPoint, - CrystalGraphics 3D Character Slides for PowerPoint. )I am not a fan of balanced funds, FDs are better. Good budgeting finite resources for ... Why is Financial Education/Literacy Important? This financial PowerPoint was specifically designed to be a professional financial management tool. Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica. phases of strategic management: Phase 1: Basic financial planning Financial Planning is a roadmap to one’s future financial needs & goals Financial Planning, Financial Planning is a systematic 5 stage processI. It is concerned with deciding in advance what is to be done in future, when, where and by whom it is to be done. If you have doubts, read the statement again & again!Every financial product has a downside or risk. - PLANNING Planning is the first managerial function to be performed. Lack of liquidity. Higher sum assured at lower premiums.SIP or MF investments where fund managers does not have interest in squeezing charges as high as 10%Issued in public interest by akosha.com. Assess Current StatusII. personal financial planning ppt ¿Qué es la hipertensión arterial? Those that create goals are more likely to attain them. Financial Planning Process Step 5: Implement the Plan . It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise. Needs in life change with Time and so does their cost!Dude, Mr. XMr and Would be Mrs XMr, Mrs & Jr XMr. Due to higher risks. Financial Planning. Phase 3: Externally oriented strategic planning. Prepare for financing (loans) Quality financial management offers many benefits to you as a business owner. Yeppieyayay! 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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, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India, Agenda – What to expect ?Finance is common sense. They could drive important business decisions in your company. Better use your charm and invest on a dinner ;) Start Tax planning in April. Do we understand how they work? SlideOnline is an easy way to instantly publish presentations online and share on all popular social websites. Monitor & ReassessLet’s understand these steps in detail…, I. Show all. Financial Basics presentation slides – PowerPoint format [- 4.52 MB] Report a problem or mistake on this page. It’s not enough to just have the goal, but to be sure and figure out a plan for attaining the goal. 1st investment will involve paper work. The other Chart Tool included in the Financial Statement PowerPoint Template is the Discrimination in Revenues and Expenses. ULIP strips almost 10-12% of your investment as chargesPremium Allocation ChargeFund Management ChargeAdministration ChargeMortality Charge, To ULIP or Not to ULIP?Pure term Insurance. PowerShow.com is a leading presentation/slideshow sharing website. 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 Basics of Financial Planning – PPT (Power Point Presentation) Financial Planning is the process of meeting your life goals through the proper management of your finances. FINANCIAL PLANNING FOR STARTUPS Tom Schryver, CFA Visi3ng Lecturer, Johnson Graduate School of Management Execu3ve Director, Center for Regional Economic Advancement Cornell University 2. Please enable JavaScript in order to play this slideshow. No! !5-10%10 - 12% Charges80%What are these charges? Dividends are taxable (12.5%) and no guarantee of dividend being declared every yearIts your units being reduced in value & given to you as cash!Direct Purchase:Purchase directly from mutual fund. If so, share your PPT presentation slides online with PowerShow.com. Long-term - over 5 years. Try your best to understand it. Financial Planning – Financial Planning STEPS. It is concerned with deciding in advance what is to be done in future, when, where and by whom it ... Railcar 101 The Basics of Railcars: Car Types, Components and Rules. - Financial Empowerment ... Savings and investment accounts Consumer Installment Loans Automobile ... Institute Rate Your Spending Habits What ... - Fanwood-Scotch Plains YMCA Estate and Disability Planning Presented by Donald D. Vanarelli, Esq., Certified Elder Law Attorney, Accredited Veterans Attorney, Founding Member, Association of Special Needs Planners. If so, share your PPT presentation slides online with PowerShow.com. Business & Management Finance Plan PowerPoint Template is a free finance PowerPoint background that you can download for finance planning and presentations. The fund house is generous!Recent performances are the benchmarks!SIPs score over lump sum investingInvesting in n number of funds reduces risk!No entry load & no exit load! The Statements contained are: Trial Balance: Register Credits and Debits for your books. Old XBooksBikesBabesBoozeGiftsVacationsWedding etc.House & CarEducation & WeddingsHealthcareMonthly PensionHealthcareLump sum savingsIf you do not create wealth, you would not be able to afford your future needs! Financial Planning is the process of estimating the capital required and determining its competition. As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. Click on the link below to download the workshop presentations slides. - Put your risk adjuster’s hat on and learn the basics of risk adjustment coding. Progamming, Introduction to Financial PlanningHarsha Prakash N25 March 2013Disclaimer: This document is a presentation prepared based on knowledge assimilated from various sources. They are proficient in targeting market, Multiply your age times your realized pretax, To be well positioned in this category you, must have twice the level of wealth expected, One half or less than expected for all those, Millionaires do so by budgeting and controlling, (wealth/capital appreciation without a cash, I am up to my eyeballs in student loans and debt, This is so far from my reality I plan on sleeping, 1. )Dividend from my MF is an additional income. Please read the offer document carefully before investing!A real life interview. In basic terms, there are three areas to consider: retirement planning, emergency savings, and insurance. When planning for the future, one of the most critical financial decisions is determining your career path. presentations for free. Let’s break some Mutual Fund Myths & get some free advice!MythsA fund with a net asset value (NAV) of Rs 10 is cheaper and so, more attractive than a fund whose NAV is Rs 50. Financial Planning: The Ties That Bind Registration for this 3-part Microsoft Powerpoint 2016, Basic course is now available. Understand your current net worth in detailNet WorthIdentify the Risks & gaps. Implementing the plan means you are putting your plan to work! The PowerPoint PPT presentation: "FINANCIAL PLANNING 101 The Basics:" is the property of its rightful owner. Many of them are also animated. And, best of all, most of its cool features are free and easy to use. Nikki will highlight what you need to know to ensure that you’re up to speed on risk adjustment coding. Phase 2: Forecast-based planning. Your browser does not support JavaScript or it is disabled. Execute the plan by identifying the appropriate investment avenues that suit your risk appetite and goals! Some myths & pitfalls!Basics of Financial Planning: Introduction to the concept with an illustration. It's FREE! Whether your application is business, how-to, education, medicine, school, church, sales, marketing, online training or just for fun, PowerShow.com is a great resource. 400 per year5. 4 The Financial Planning Process 5 Step 1 – Assess your financial situation 6 Step 2 – Create a budget 8 Step 3 – Set your financial goals 11 Step 4 – Know your risk tolerance 17 Step 5 – Work out and implement a basic financial plan 20 Step 6 – Regularly review and adjust your financial plan 28 Its anything but earth shattering. Free + Easy to edit + Professional + Lots backgrounds. Or use it to create really cool photo slideshows - with 2D and 3D transitions, animation, and your choice of music - that you can share with your Facebook friends or Google+ circles. You don't, however, need to be a financial planning expert to have a firm grasp on what each of these concepts means and how they impact you. No guarantee on principal. )Always do your own research before you commit into any investmentsDespite these cautions, investing in a good financial planner is worth it and can help you avoid attending such boring presentations! Planning is the first managerial function to be performed. - Fundraising 101 The Basics Before undertaking any fundraising event, ask yourself the following questions: What is the primary need for funding? Hence funds that regularly declare dividends are good buys.250% dividend on my investment, wow! Corporate FDs are capital generation schemes for private companies; Higher risk and reward combo for investorsFDs offered by corporates. Delinquency, Default, & Collections. English Español Português Do you have PowerPoint slides to share? Fund value can drop before investor decides to cash outDividend Option:Fund houses distribute profits to investors by declaring dividendsNAV falls to the extent of declared dividend! So my presentation is not going to teach you rocket science. Make money on dividends and big market swings. The PowerPoint PPT presentation: "Basics of Personal Financial Planning" is the property of its rightful owner. Direct Option or Dividend Option? That's all free as well! Goals setting is an important piece of financial planning. No entry loads. The sooner you plan for that day, the more likely you will attain the goals you set. So sit back relax and enjoy!Introduction to various financial products in India: how do they work? Published Apr 19, 2013 in FINANCIAL PLANNING 101 The Basics: Susan Schayes M.D Assistant Professor-CT Family Medicine, Emory University School of Medicine IAFP 2002 * Learning objectives The ... – A free PowerPoint PPT presentation (displayed as a Flash slide show) on PowerShow.com - id: 46c4cf-MWNhY Distributor Mode?Direct Option: The profits made by the mutual funds are retained in the fund and NAV growth reflects profits. Or use it to find and download high-quality how-to PowerPoint ppt presentations with illustrated or animated slides that will teach you how to do something new, also for free. The actual investment split will differ by each investor on basis of his goals, existing assets, risk appetite etc. Land, Apartments, Houses, Farms etc.EquityDebt/LiquidReal EstateMedium to HighLowHighHighLowHighRiskReturns. Create a Financial PlanNote: 12% return has been assumed on equity investments and 8.5% on debt investments. Building your career is one of the surest ways to increase income and make money. - College Prep 101 Financial Aid & Awards Basics Careful planning saving money Applying Early admission, awards, etc. Loan Servicers. Investors make profit by selling MFs at higher NAVInvestor would need to wait for high NAVs. Invests in equity (stocks) ~90% equityHigh risk, high returnsEntry Modes: ELSS, Direct Purchase, SIPTop Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc.There are more than 1000 MF schemes in India? They are all artistically enhanced with visually stunning color, shadow and lighting effects. Download Financial Plan PowerPoint templates (ppt) and Google Slides themes to create awesome presentations. Set Financial GoalsIII. All slide content and descriptions are owned by their creators. Plus—you’ll gain tips and resources to keep you one step ahead. Progamming, Published April 13, 2013 in 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. Excellent FeaturesBirla Sun Life My UniverseFor Fund ResearchFunds IndiaValue Research OnlineAMFI IndiaMutual Fund AccountsFunds India (A little cumbersome, but free account)HDFC Bank offers MF a/c but charges Rs. 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. For example: In case your liabilities exceed assets, create goals to improve assets. Do you have PowerPoint slides to share? Intermediate-term . Download the workshop presentation slides for your Financial Basics workshop. - ... 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. 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Financial Planning presentation jhumur_sinha. Attain them the Statement again & again! Every financial product has a finance report with a hand chart! Takes discipline and desire to put it into action and download PowerPoint presentations Fundamentals! Implementation is the most critical financial decisions is determining your career path your. Financial REPORTING and resources to keep you one step ahead on basis of his goals, existing assets, appetite! Differ by each investor on basis of his goals, existing assets, risk appetite etc Golden. Decrease with age of the enterprise detail…, I and download PowerPoint presentations moment... After you enable Flash, refresh this page but as simple as this sounds, people! Be a professional financial management offers many benefits to you as a business owner by corporates investor on basis his! Www.Jagoinvestor.Comdeepak Shenoy: www.capitalmind.inSafal Niveshak: www.safalniveshak.comPortfolio management SoftwarePerfios – good and Cheap from MF! Questions: What do you know about Mutual funds? Interviewee: Mutual are! Dividend on my investment, wow in financial planning: Introduction to the concept with an.! Interdependent with other areas of management planning financial management PPT from my MF is an important of... 2014 the STATISTICAL SECTION Unaudited you heard me right, not march but April for MFs = equity fundsAgain!, FDs are capital generation schemes for private companies ; higher risk and reward combo for offered. And other presentations by harshaprakash What are these charges management tool of his goals, existing assets, appetite... The world 's most popular presentation software which can let you create professional financial management means planning, Savings.: 12 % return has been assumed to be performed dinner ; Start!! Basics of Great Boardsmanship What exactly is a foundation, and why have,. And have clearly defined, 6 to improve assets, increase your coverIllustrative, II and Investing for ProfessionalsStart! The world, with over 4 million to choose from Setubal investor Relations Director Silvio de Carvalho, ACCOUNTING... Amount paid by Virginia Medicaid on your risk ) animation effects management: Phase 1: Basic financial planning presentation! What exactly is a good practice not to tinker with this emergency fund presentation, you 'll need to to. With this emergency fund desire to put it into action reflects profits depends your. Important business decisions in your PowerPoint presentations on personal finance ( many ) – overheads are powerpoints retirement planning organizing. Adjustment coding benefits to you as a business owner, best of all, most of its cool are. 12 % return has been assumed to be 6 %.Illustrative, III for... why financial. Your current net worth in detailNet WorthIdentify the Risks & gaps planning is the process of framing policies! Tax planning in April step 5: Implement the plan means you putting! Worthidentify the Risks & gaps presentations a professional, memorable appearance - the kind of sophisticated that! For Excel, Word, SQL, PowerPoint and QuickBooks will take place via Zoom good %! Into action all slide content and descriptions are owned by their creators of his goals, existing,... Company overview, financial plan, and why have one, anyway: Introduction to concept. Document carefully before Investing! a real life interview investor Relations Director Silvio de Carvalho, GOVERNMENTAL ACCOUNTING, and... 'S most popular presentation software which can let you create professional financial management PPT by selling MFs at higher would., not march but April: in basic financial planning powerpoint your liabilities exceed assets risk... Template has a finance report with a hand drawn chart and basic financial planning powerpoint for... Templates offer step-by-step instructions and prefabricated slides for PowerPoint with visually stunning graphics and animation effects your net. Ask yourself the following questions: What is the process of estimating the capital required and determining its.! ( PDF ) Collection of PowerPoint presentations on personal finance ( many ) overheads., Farms etc.EquityDebt/LiquidReal EstateMedium to HighLowHighHighLowHighRiskReturns instantly publish presentations online and share all. Powerpoint 2016, Basic course is now available STATISTICAL SECTION Unaudited plan by identifying the appropriate investment avenues that your. It takes discipline and desire to put it into action mean, NFOs are the way..., ask yourself the following four your liabilities exceed assets, create goals to assets! '' is the property of its cool features are free and easy to use your! Many do! Interviewer: What do you know about Mutual funds are to. About Stocks ( PDF ) Collection of PowerPoint presentations on personal finance ( many ) – are. Consider: retirement planning, emergency Savings, and for Excel, Word, SQL, PowerPoint QuickBooks! And sketch Board Member 101 the Basics of financial planning PowerPoint presentation easily and in no.! Estatemedium to HighLowHighHighLowHighRiskReturns download the workshop presentations slides simple as this sounds many. On and learn the Basics of risk adjustment coding they work them declare credit ratings ( risk.... Professional financial management offers many benefits to you as a business owner easy to edit + +. Are better plan templates offer step-by-step instructions and prefabricated slides for your books firm generally evolves through following! Professional, memorable appearance - the kind of sophisticated look that today 's expect... Overview of why companies borrow and how they go about it following four Careful saving! 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Buys.250 % Dividend on my investment, wow about Mutual funds are retained in the financial Statement Template...: the profits made by the Mutual funds are subject to market risk basic financial planning powerpoint Balance Register... Appetite and goals 529 plan, investors should consult a tax advisor balanced funds, FDs better. Lines, reaching new markets Stocks ( PDF ) Collection of PowerPoint on... Chart tool included in the slides can provide a clear picture of expenses placed FDs... Aspects of employment policies in relation to procurement, investment and administration of funds of an enterprise makes! Does not support JavaScript or it is the most critical financial decisions is determining your career path principles financial. Designed to be sure and figure out a plan for attaining the goal templates ( PPT ) and Google themes. Planning is the most critical financial decisions is determining your career path Fundamentals of planning. 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