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Question Bank For Operations and Personal Finance Planning

This document contains a question bank for operations and personal finance planning. It includes questions ranging from 2 to 10 marks on topics such as financial planning, investment planning, taxation, insurance, loans, retirement planning, estate planning, and cryptocurrency. Specifically, there are questions about key terms related to time value of money, investment vehicles, home loans, insurance types, tax deductions, and transferring assets after death. The document aims to assess understanding of important concepts in personal finance and operations through multiple choice and descriptive questions.

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Sanket Charkha
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2K views

Question Bank For Operations and Personal Finance Planning

This document contains a question bank for operations and personal finance planning. It includes questions ranging from 2 to 10 marks on topics such as financial planning, investment planning, taxation, insurance, loans, retirement planning, estate planning, and cryptocurrency. Specifically, there are questions about key terms related to time value of money, investment vehicles, home loans, insurance types, tax deductions, and transferring assets after death. The document aims to assess understanding of important concepts in personal finance and operations through multiple choice and descriptive questions.

Uploaded by

Sanket Charkha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Question Bank for Operations and Personal Finance Planning

Question (2Marks)

1. Define financial planning & personal financial planning.


2. What do you mean by 1) Time value of Money.2) Deferred Payment 3) future value of
annuity 4) future value of single cash flow 5) Uneven cash flow streams 6) sinking Funds
3. State types of PAN Card & modes to enroll in AADHAR Card.
4. Define the term investment & investment planning.
5. What do you mean by 1) Safety 2) Preference Shares 3) Debentures 4) Crptocurrency 5)
future Contract?
6. Define the term Risk, Premium & general insurance.
7. What do you mean by 1) Insurance cover 2) Building insurance 3) Debt management 4)
secured finance 5) Credit score
8. What do you mean by 1) Tax Planning 2) Personal Tax Planning 3) Tax deduction 4)
Rebate ( section 87A) 5) Income tax return
9. What is retirement planning and estate planning
10. What do you mean by reverse mortgage loan?
11. Write the methods name of transferring assets after death
12. State two purpose of wills.

Question (5 marks)

1. Explain KYC, PAN & AADHAR.


2. What is financial Planning? Explain the types and steps of financial planning
3. What is Investment Planning? Explain the importance and constraint of investment.
4. Write the main features of 1) Investing in Gold 2) Features of Bond 3) Equity Shares 4)
Post office saving banks.
5. Discuss types, cost and risk of home loan.
6. Write short note on 1) Mortality Charge 2) Disability Insurance 3) Endowment Insurance
4) ULIP
7. what do you mean by tax deduction & tax planning.
8. Explain the procedure of E- filing of Income tax returns.
9. Discuss the section 80C , 80D, 80E , 80G, 80I
10. What is estate? Who need Estate planning.
11. Explain transferring assets post death.
12. Discuss the power of attorney with its type.
Question (10 marks)

1) Elaborate the personal financial planning process.


2) What is the personal financial statement? Explain the personal balance sheet.
3) What is Crptocurrency? Describe the advantages & disadvantages of crptocurrency.
4) Elaborate the investment vehicles with its features.
5) What is risk analysis? Explain the statistical technique of risk analysis.
6) Explain the features of consumer loan .Write its advantages.
7) Explain taxation impact on different Investment option.
8) Explain type of return. Also write the required documents for filing tax return.
9) What is wealth creation? Explain the importance and constraints of investment.
10) Discuss retirement planning for an individual. Also explain the factor affecting
retirement planning.

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