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.