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Home / Syllabus / Master of Commerce (M.Com.) / Advance Accountancy / Semester 4 / Personal Financial Planning

Master of Commerce (M.Com.) Personal Financial Planning Syllabus - Mumbai University 2026

Personal Financial Planning Syllabus.pdf
Mandatory course · Semester 4 · M.Com. Advance Accountancy · 4 credits · 100 marks

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Syllabus for Personal Financial Planning

Mandatory course · Semester 4 · M.Com. Advance Accountancy · 4 credits · 100 marks

Module I: Understanding Personal Finance (2 credits)

  • Unit 1 Managing Personal Finance:
  • Introduction to Personal Finance:
  • Time value of money applications
  • Personal financial statements, Cash flow and debt management, tools and budgets
  • Money Management
  • Tax planning
  • Managing Checking and Savings Accounts
  • Maintaining Good Credit
  • Credit Cards and Consumer Loans
  • Vehicle and Other Major Purchases
  • Obtaining Affordable Housing
  • Unit 2 Risk Analysis & Insurance Planning Income and Asset Protection
  • Managing Property and Liability Risk
  • Managing Health Expenses Risk Analysis and insurance planning
  • Risk management and insurance decisions in personal financial planning,
  • Various Insurance Policies and Strategies for General Insurance, Life Insurance, Motor Insurance, and Medical Insurance.

Module II: Strategic Investment Planning (2 credits)

  • Unit 1 Retirement Planning & Employee Benefits Retirement needs analysis techniques, Development of retirement plans, various retirement schemes such as Employees Provident Fund (EPF), Public Provident Fund (PPF), Superannuation Fund, Gratuity, Other Pension Plans and Post-retirement Counselling.
  • Unit 2 Investment Planning Risk Return Analysis Investing in Stocks and Bonds, Mutual funds, Derivatives, Real Estate, Asset Allocation, Investment Strategies, portfolio construction and management.
  • Practical Exercise:
  • The learners are required to:
  • Perform electronic fund transfer through net banking and UPL.
  • Identify certain recent Ponzi schemes in the market.
  • Prepare tax planning for a hypothetical individual.

References

  • 1 Gitman, L. J., & Joehnk, M. D. (2019). Personal financial planning (14th ed.). Cengage Learning.
  • 2 Mayo, S. K. (2014). Principles of personal finance (9th ed.). McGraw-Hill Education.
  • 3 McKeown, R. M., & Chen, H. (2021). Financial planning & analysis: An integrated approach to building wealth (1st ed.). Wiley.
  • 4 Nofsinger, J. R. (2017). Investment management: Analysis and portfolio management (2nd ed.). Pearson.
  • 5 Bodie, Z., Kane, A., & Marcus, A. J. (2014). Investments (10th ed.). McGraw-Hill Education.
  • 6 Black, K., & Skipper, H. D. (2014). Life and health insurance (17th ed.). Pearson.
  • 7 Damodaran, A. (2012). Investment valuation: Tools and techniques for determining the value of any asset (3rd ed.). Wiley.
  • 8 Chandra, P. (2017). Investment analysis and portfolio management (3rd ed.). McGraw-Hill Education.
  • 9 Jorion, P. (2007). Financial risk management: A practitioner’s guide to managing market and credit risk (1st ed.). Wiley.
  • 10 Tanuja, S., & Rani, N. (2015). Personal finance and investment management (1st ed.). S. Chand Publishing.

Reproduced from the University of Mumbai syllabus for M.Com. (Advance Accountancy) under NEP 2020, in force from the academic year 2023-24. Wording is as printed in that syllabus. Module numbering is as printed there too.

The complete syllabus

This subject is cut from the University circular for its specialisation. Open a document here if you want the whole thing rather than a single subject.

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