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Introduction to Financial Planning Rockwills International

This publication is a comprehensive guide on financial planning covering various facets of financial management, guiding the reader through different stages and considerations. The main sections of the publication include:

• Fundamental Concepts

It begins by defining what financial planning is and highlighting its importance. It also touches upon the phases of life and how planning relates to life enrichment, as well as the process, goals, and stages involved in financial planning.

• Key Focus Areas

No. 1 – Risk Planning

This section introduces concepts like insurance planning, retirement planning, and business succession planning.

No. 2 – Wealth Planning

It covers education planning, health planning, contingency planning, and extensively details investment planning. Investment planning itself includes topics like risk profiling, fund objectives, asset allocation, diversification, investment modes, techniques, instruments, and the review/rebalancing process.

No. 3 – Tax Planning

This part explains what tax planning is, distinguishes between tax avoidance and tax evasion, outlines tax objectives, discusses tax-saving strategies, and advises on business structures for start-ups.

No. 4 – Estate Planning

The publication concludes with information on estate planning, including wills, pre-need planning, trusts, foundations, and Muslim distribution.

• Supporting

The publication also includes a Glossary which is a useful source of reference for better understanding of accounting, banking, economic, financial and legal terms commonly encountered in the business world.