Suggest the Topic
Dear Readers,
Request you to suggest the topic to be posted on the site to enhance the learning quality and experience. Please suggest in comment section of this page.
Warm Regards,
Prashant V Shah.
PVS (Prashant V Shah)
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[…] Suggest the Topic […]
murli said
Dear Sir,
Request you to please post topics on Retirement Planning. Regards
Prashant Shah said
Noted.
Prashant Shah said
It will be a great help if u can name the topics.
kaushal said
I have to ask a problem of Rananjoy Majumder & Raghuveer Singh Case Study july 2008 Q.No 24
My question is this:
Amount, % of Total, Indicative Returns and Volatility are given ,
How to calculate Max. Return , Min return, Max PF Return, Min PF Return.
When returns are normally distributed.
Thanks
Murli said
Dear SIr,
Regret for not visited this site for last fortnight. Infact request for topics related to Retiremet planning is already requested by other colleauge such as Calculation of economic value of life under income replacement method etc. which you have noted. Thanks
At present I am preparing for Insurance module and I have confusion when Interim bonus is taken in death benfits. As per my understanding, Interim bonus shall be accounted in maturity value or death claim if the maturity period of policy or death claim date is after last Bonus declaration date. I have studied 4-5 sums from few books wherein Interim bonus is not accounted even when maturity date was after last bonus declaration date. Please guide me.
Thanks in advance….murli
samruddha said
can you please post content related to tax and estate planning?
Neelima U said
Its really a great initiation.
request you to post numerical for the topics of RAIP :
General Insurance – Depreciation basis, Market value basis, Reinstatement value basis
Life insurance – Expected return calculation for vesting period.
Calculation of economic value of life under income replacement method & additional Insurance cover required .
EMI benefit under refinance.
Thanks in advance .
Prashant Shah said
Noted. These topics will be published soon.
Regards
Prashant
Harry said
Estate Planning and Trust questions from TPEP
Sonali said
Dear Prashant Sir,
Kindly provide the More Therotical part on General insurance and Regulatory Part.
Prashant Shah said
Dear Sonali,
I have developed general insurance study material. I will publish it soon.
Regret for late reply.
Prashant.
Velangini Raju said
Plz post topics related to assessment year 2014-15 in advanced module
Pradnya said
hello, please post on topics such as risk and return, equity valution and bond analysis with explanation and in line with fpsb exam point of view.
Prashant Shah said
Dear Pradnya,
Suggested topics are already published.
Regards,
Prashant V Shah.
jyoti1752 said
hello sir ,
if posible pls post the theory and related to one example question of TDS, i got myself very confused about this topis
Prashant Shah said
noted…
Aniket gupta said
hi all
I m going for giving tax planning and estate planning in june ..can u pls give me imp ques of it.
Thanks
Aniket gupta
Prashant Shah said
Dear Ankit,
There are many questions available on the site. Solve those and feel free to ask doubts if any.
Regards,
Prashant.
Anandraj Mahor said
case study :- Overr the last 12 years I have invested in the equity market and built a corpus of about Rs. 70 lacs, I am 38 and want to start a business for which I have to invest Rs. 40 lacs- 45 lacs. I am married and have a four year daughter. should I fund my venture by liquidating my equity holdings or should I take a loan? My equity portfolio will also be my retirement corpus and I have just Rs. 7 lacs in FDs. what should I do?
plz sir
send me solution on my e-mail id arajmahor@gmail.com
Rajeswaran said
Pl start topic of “Family Pension” under PF scheme & its benefits in detail in continuation with PF Benefits…
VENUGOPAL B. said
pl explain calculation of portfolio risk
S. balkesh said
Plz advise some study materials/book on YTM concept and its functioning
Vishnu said
Can you frame questions based on the sample cases uploaded on FPSB in Advanced Financial Planning
udaycfp said
Dear sir
Pls give me suggestion what i can do for my RPEB exam
how to prepared ? what question come in exam? , which topic i read for RPEB exam ?
Shubhash D. said
Dear Sir,
I am using Mandhar Learning’s books for Retirement Planning. In a specific topic of Gratuity, I find difficulty in some of the exercises sums. To be specific, Page number 37, Sum Number 17,18 and 19. Starting with Mr. Ajit, Mr. Jay and Ms. Bijli.
It would be great if you can paste the answers for the same.
Prashant Shah said
Dear Subhash,
Regret for a very late reply.
I don’t use Mandar books so have no idea about the questions u suggested. You can mail me the pictures of these questions.
Regards,
Prashant.
soniya said
Insurance
Swati Gaba said
hello sir
i want to know your books are available in markets or we have to join your institution then we get?
m from delhi
Swati
Prashant Shah said
Dear Swati,
My material is available only to those who enroll with my Institute. As I don’t sell the material you need to keep on reading the content of this blog.
Regret,
Prashant.
eswarshetty369 said
I need some practice questions of investment,insurance,&RPEB
Thanks in advance
Suresh Chaudhari said
Hello sir,
i could not found those old case study of AFP. Where should i go?
Anandraj said
hi everyone
I m going for giving tax planning and estate planning in May ..can u pls give me imp ques of it.
Thanks
Prashant Shah said
Dear Anand,
I have posted some questions of tax planning. Hope they will be helpful.
Regards,
Prashant.
Kunjan madan said
Can i get full fledged notes of insurance. Actually i cleared tax and investment. Now its the turn of insurance and i have no study material. So i am confused where to study from
Prashant Shah said
Dear Kunjan,
Greetings!!! insurance is the easiest module of our curriculum. As I don’t sell my material, I can not provide full notes of it but you can download latest IC33 and download CA institutes books on insurance and solve whatever number of question you have. You will be through.
Regards,
Prashant.
kunal nanda said
dear prashant sir
can you send cfp syllabus, mattirial pdf
janki asher said
http://fpsb.co.in/Upload/General/PDF/CompleteSyllabus.pdf syllabus for cfp
Rashmi said
from where i can download IC33?
Prashant Shah said
Dear Rashmi,
https://www.insuranceinstituteofindia.com/documents/10156/61b67735-1d15-4e0d-9e1e-1ede1348db4e
https://www.insuranceinstituteofindia.com/web/guest/ic-33
Regards.
mohammad tehaseen said
Dear Sir,
Request you to please post topics on Risk Analysis and Insurance Planning. Regards
Preeti Sharma said
Dear Sir ,
Request u to provide formula used in Retirement Module . i have study material of it but it seems confusing to me
it will be helpful as i am going to appear retirement module in the feb .
Thanks
Preeti
Prashant Shah said
Dear Preeti,
I will publish the same today.
Regards.
Prashant.
tehaseen said
dear sir,
request you to post imp topics for tpep as am appearing for the exam tmrw.regards
anushka jain said
sir plz suggest me the book for advance module.
Prashant Shah said
Dear Anushka,
Regret for late response.
There is no such book available which will equip you for final exam. However you can download curriculum from FPSB site and start preparing accordingly. Also let me know whether u are a regular mode or a challenge mode candidate.
Regards.
anushka jain said
sir i m regular mode student and i have cleared 4 module by self study mode and book i refer BLB Institute of financial planning(BIFM) but i dnt have material of advance module.
Prashant Shah said
I advise you to refer to case studies of 2010 and the sample papers which are available on Fpsp site.
In recent time the exam has been easy as suggested by all my students.
So don’t worry and go ahead.
anushka jain said
sir but how can i understand the concept for solve case study is there any material or any book ?
anushka jain said
sir, ROOT INSTITUTE OF FINANCIAL PLANNING (RIIFM) BOOK IS SUFFICIENT FOR AFP…?
Prashant Shah said
Sorry Anushka, I have not seen that book.
anushka jain said
sir can i get the book from your institute?
anushka jain said
sir plz reply soon
anushka jain said
SIR how can i get from your institute?
Ishwarya said
hello sir, i am Ishwarya from Hyderabad.i am cleared CFP 4 modules except case studies. i want to know about cfp job roles. please suggest me for my career growth.
Harika Niveditha said
sir
please explain capital gains and house property
Prashant Shah said
Dear Harika,
Capital gains and income from house property are already explained on the site but they are old. Hence I would amend it.
Regards.
anushka jain said
hello sir
can u plz tell mw how can i study step by step in one month for advance financial planning
sir i m confused from where i should start????
Anand Mittal said
Kindly make a video on CFP code of ethics for exam. I am CFP student ,about to appear exam 5 in September 2nd week. So, it’s a request if you could make a video on it to clear n understand the concept of CFP code of ethics…
Prashant Shah said
Dear Anand,
I will certainly record the video but time suggested is short.
Regards.
anushka jain said
hello sir
if i want to invest approx.800000 rs for short duration which investment option is best?
anushka jain said
Virkant plans to invest regularly on a quaterly basis an amount of Rs. 3000 in his PPF a/c till its maturity. The amounts are proposed to be deposited in the first five days of july, october january, and april every year. He has made no transaction in his PPF a/c since the begning of this financial year. Vikrant wants to know the approximate maturity amount of his PPF a/c. ( Referance case : Vikrant SAHABJI , nov :2009).
the question said, He has made no transaction in his PPF a/c since the begning of this financial year.
can u plz explain what exact meaning of this line?
Chaitali Pandit said
Dear Sir,
It would be a great help if you post some sample questionnaire on capital gain tax (dividend,shares,bonus shares etc.)and estate planning(trust)with suggested answers , pertaining to current assessment year(2017-18).
Regards,
Chaitali Pandit
anushka jain said
sir plz reply as soon as possible
anushka jain said
sir my examination date is 17 oct.plz reply soon
Akshiv garg said
Plz add about retirement planning exam ,,,, such as hit & trial method , tvm hard level questions and give solution RPEB sample paper in your video bcz this exam is quiet tricky…So plz make a video (have short tricks) whose help us to clear the RPEB in enough time bcz it comes a lenghty……Thanks
I hope you understand and upload video ASAP…
Thanks a lot
Prashant Shah said
Hi Akshiv,
Your suggestion is noted. And will surely try to create videos on RPEB questions.
Saikiran said
Hai sir,
I need PDF in HUMAN LIFE VALUE topic of Risk analysis and insurance planning..
Anu said
Agricultural income and tax treatment
Shivani Rastogi said
Dear Sir,
I am planning to give exam of rpeb and investment planning in feb second week . Can you please help me by providing important rpeb questions & their solutions and investment planning as well.
Please suggest me the way how can I clear the exam
Mayuresh Thakur said
sir, when you’re going to post the updated tax and estate planning question
Prashant Shah said
Hi,
Amendments of tax will be published in the month of June.
regards.
AJAY said
SIR CAN I USE TEXAS INSTRUMENT BA 2 PLUS CALCULATOR IN CFP EXAM.
Prashant Shah said
Hi Ajay,
Regret for late reply. I use Texas instruments in the CFP classes as it is better than Casio.
To answer your question, you can use Texas instruments in the exam.
Regards.
ASHWAT RAJA MENON said
Dear sir,
I have recently completed investment planning and want to write tax and estate planning. Need to know how to prepare for this exam and clear. The links to study will be very helpful and how to approach th is exam.
Ankita said
Sir,
Kindly guide on how to prepare for final module and how long it would take to prepare for the exam
Tushar Ashok Dhamanskar said
Request to you pls guide on how to prepare for investment planning on numerical