PVS (Prashant V Shah)

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Sample Financial Plan

Posted by Prashant Shah on September 11, 2012

It is but obvious that at the end of the curriculum you must know how to write a financial plan. Till now there was no authentic benchmark available for the CFP student from where they can take tips to prepare a plan. FPSB has recently published a sample plan as an initiative and I am also planning to publish some posts to assist every one to write a financial plan.

Click to download: Sample Financial Plan

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This entry was posted on September 11, 2012 at 12:18 pm and is filed under CFP, Introduction to FP. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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