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Scope of Financial Planning Research Team | Updated On Friday, October 05,2018, 10:51 AM

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Scope of Financial Planning



Financial planning covers all areas of the client’s financial needs and will result in the achievement of each of the client's objectives. The scope of planning would usually include the following :

  • Risk Management and Insurance Planning
  • Investment and Planning Issues
  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Education Planning for kids and the family members
  • Cash Flow and Liability Management
  • Planning to ensure financial independence at retirement
  • Managing cash flow risks through sound risk management and insurance techniques
  • Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes
  • Planning for the creation, accumulation, conservation and distribution of assets
  • Maintaining and enhancing personal cash flows through debt and lifestyle management
  • Relationship Management
  • Moving beyond pure product selling to understand and service the core needs of the client
  • Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending

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