CFP - Level 2, lecture No. 1 by Deepika Kafaltiya - Investment Planning & Asset Management

In this lecture, we dive deeper into the complexities of financial planning. This session covers -

(00:00–02:30) Introduction and Course Setup
(03:40–06:00) Tax Planning and Retirement Planning Structure
(12:30–15:30) Practice and Mock Tests Availability
(20:00–23:30) Introduction to Financial Year and Assessment Year
(24:30–28:00) Income Heads for Tax Purposes
(30:00–33:00) Residential Status and Its Importance
(37:00–42:00) Conditions for Determining Residential Status
(47:00–55:00) Resident Ordinarily Resident (ROR) vs Resident Non-Ordinarily Resident (RNOR)
(59:00–1:05:50) Special Cases for Residency Rules
(1:08:00–1:14:30) Practical Example and Clarifications on Taxation for NRIs and PIOs

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