Comprehensive Child Planner

This insurance cum goal planner allows you to determine:

1. the insurance amount need to secure college and marriage expenses of two children

2. the amount need to save for college and marriage expenses

3. insurance amount need to provide inflation adjusted monthly expenses for the family and school expenses for two children

It provides the breakup of the insurance amount needed for above goals with a generic action plan.

 

Download the Comprehensive Child Planner

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6 thoughts on “Comprehensive Child Planner

  1. arvind kapoor

    Hello Sir. My name is Arvind Kapoor. I am a CFP presenttly working with a pvt bank as Relationship Manager. I have downloaded the financial calculators but I am unable to open the file. Plshelp

    Reply
    1. pattu

      Hi Arvind, The files can be opened by any excel version from 2002 onwards. You are the first to have this problem. Likely a problem in the network or your computer. See if you are able to open the other calculators. If not try any other excel file from a site like vertex42.com
      If you are able to open other files then let me know specifically which file is problematic. I will then send it to you.

      Reply
  2. arvind kapoor

    Sir pls provide few tips as to how can i develop more knowledge abt financial products and improve my financial planning skills. I did my CFP throuugh challenger status but i couldnot get opportunity to apply planning skills for my clients.

    Reply
    1. pattu

      Arvind, the only solution is to read and interact with clients more and more. Also do your own financial planning. Imagine you to be bet.
      age 20-30 then 30-40, 40-50 etc.
      At each stage how will you plan your life?
      Purchase a book like Lights Camera Action from Ranjan Varma. That will also help

      Reply
  3. Anand

    When you are arriving Net Insurance requirement (Cell - B45), I believe, you need to subtract Current Life Insurance Cover (Cell - B10).

    Reply

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