The Financial Planning Workbook has been jointly developed by the National Institute of Securities Markets (NISM) and Financial Planning Corporation (India) Pvt. Ltd (FPCIL) to assist candidates in preparing for the non-mandated Certified Personal Financial Advisor (CPFA) Examination.
NISM is an educational initiative by SEBI.
It covers various Concept of Financial Planning , Managing Investment Risk ,Measuring Investment Returns , Investment Vehicles , Investment Strategies, Insurance Planning, Retirement Planning, Tax and Estate Planning & Need for Regulation.
It is an excellent read for anyone looking for an overview of financial planning.
Certified Financial Planner Advisor Workbook from NISM (National Institute of Securities Market)