Programme Details

Financial Planning

Objectives -  45 Hrs
The purpose of the course is to familiarize the learners on basic concepts that are useful in managing the personal and finance. The course module covers topics such as individual financial life cycle, financial goal specification, investment alternatives, Financial environment analysis, income tax planning, expenditure management, financial planning, financial emergency management, identifying future purchases, additional income generation, asset allocation and speculation, monitoring and revaluation of assets, active portfolio management, types of deposit and loan accounts, invest avenues, types of borrowing and risk managing. The course would also enable financial literacy on various institutions, markets and instruments that are engaging financial operations. 
UNIT 1 Introduction to financial planning - 08 Hrs
Financial life cycle - Financial goal specification - Retirement planning 
UNIT 2 Investment Alternatives -  08 Hrs
Understanding of markets - Basics of Primary markets - Basics of Secondary markets - Debt instruments – scope and avenues - Equity and Mutual Funds.
UNIT 3 Financial Budgeting - 08 Hrs
Financial environment analysis - Identifying Resources - Expenditure management - Identifying future purchases - Additional income generation 
UNIT 4 Tax planning and Retirement Planning -  07 Hrs
Financial bills - Income tax planning - Financial emergency management- Retirement planning
UNIT 5 Deposit & Loan management -  08 Hrs
Types of deposits - Loan financing - Basics of Banking operations 
UNIT 6: Financial portfolio construction -  06 Hrs
Asset allocation and portfolio- Monitoring and revaluation of assets- Risk management- Active versus portfolio construction
Recommended Readings
1. Xavier V. K (2011). Financial Economics, Magi’s Publications, Bangalore.
2. Brown, R. (2003). Investment Analysis and Portfolio Management, Thomson Publication Press.
3. Bodie, K. & Mohanty (1999). Investments, TMH.
4. Jones, C. P. (2008). Investments Analysis and Management, Wiley Publications.

For any queries at any given time during the application and admission process, you may contact us through the following Email ID’s:

Bangalore Central Campus

The Office of Admissions,

CHRIST (Deemed to be University), Hosur Road,

Bengaluru - 560 029, Karnataka, INDIA


Ph. No: +91 92430 80800

Email IDs

Indian candidates:

NRI candidates:


Bangalore Bannerghatta Road Campus
CHRIST (Deemed to be University)
Hulimavu, Bannerghatta Road,
Bangalore, Karnataka 560076


Ph. No:  080 4655 1306, 1307, 1308, 1309

Bangalore Kengeri Campus

CHRIST (Deemed to be University)
Kanmanike, Kumbalgodu, Mysore Road,

Bangalore - 560074

Ph. No:  080 4012 9800, 9802, 9820

Delhi NCR Campus

CHRIST (Deemed to be University),

Mariam Nagar, Meerut Road,

Delhi NCR Ghaziabad - 201003


Ph. No: 1800-123-3212

Email :

Pune Lavasa Campus

CHRIST (Deemed to be University),

Christ University Road, 30 Valor Court,

PO Dasve Lavasa, Mulshi, Pune - 412112, Maharashtra


Ph. No : 1800-123-2009,
Email :

Between: Monday to Friday: 09:00 AM to 04:00 PM, Saturday: 09:00 AM to 12:00 PM
(Office remains closed on Sundays, Government Holidays and Any special events)

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