Assignment/ discussion on on Personal Income Tax Rates, Personal Income Tax Deductions – Scope of Section 80 C of Income Tax Act, Instruments available for Tax Planning such as Insurance – Life, Medical Insurance, Housing Loan, etc
2. Financial Planning by setting goals of customers, Short Term, Long Term and Medium Term Goals such as Vacations, Marriage, Buying a House, Buying a Car, Children’s education, Children’s marriage,Retirement,,etc
3. Presentation/discussion of various investment schemes such as Public Provident Fund, Employee Provident Funds, Pension Plans of Insurers, National Pension Scheme.
Preparation of a financial Plan
5. Case studies./ analysis of government initiated Financial inclusion schemes.