Practical Financial Inclusion

Paper Code: 
SBFS 404
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Planning for the practical session:

1. 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.

4. Preparation of a financial Plan

5. Case studies./ analysis of government initiated Financial inclusion schemes.

Academic Year: 
2022-2023
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