Events at Invertis University




on 04/May/2018

On 5th April 2018, Department of BBA & B. COM, organized a guest lecture for the students of second year of BBA, B.COM (H) and B.COM on Financial Planning by Mr. Pankaj Goyal (CFA) from BSE Institute Ltd., New Delhi. He is a graduate from Delhi University and is a certified CFA professional. He is also a certified financial planner. He is a certified trainer for “Chartered Wealth Manager” from American Academy of Financial Management. He also has NSE and NISM certifications in all relevant modules to his credit. The lecture focused on the key concept of financial planning where students not only understood the meaning of financial planning but also need of financial planning in today’s competitive era. Financial Planning is the process of estimating the capital required and determining its competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise. The lecture also acquainted students with the different methods of investing the available money so as to get better and profitable returns in future. Mr. Pankaj also focused on how much minimum different age groups should save and invest so as to get handsome return in future. Greater the age group of a person, more will be the amount of investment that one has to make. Finally, towards the end, students were also made to do an activity, with the help of which they came to know, what type of investor they are. We extend our deep gratitude to Mr. Pankaj Goyal who really made the students aware of the need of financial planning. The lecture proved to be fruitful under the guidance of Dr. Manish Gupta (Dean Management), Dr. Dheeraj Gandhi (HOD, BBA & B.COM), Dr. Angrish Agarwal, Mr. Nitin Sareen, Ms. Priyanka Awasthi and Mr. Somesh Sharma.
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