Planning and liquidity needs

Planning and liquidity needs

Bachelor of Business Studies (BBS) — Fourth Year

Subject: Fundamentals of Investment (FIN 253)

Unit 1: The Investment Environment

Academic Year: 2083/84

Topic Objectives

After studying this topic, students should be able to:

• Explain the scope and key elements of planning and liquidity needs.
• Apply the relevant financial concepts or calculations and explain their assumptions, risks and analytical limits.

Curriculum Scope

• Investment plan: steps in investing, considering personal taxes, investing over the life cycle, investing in different economic environment
• Meeting liquidity needs: the role of short-term vehicles, investment suitability

Detailed Microsyllabus

1. Investment planning

   1. Objectives, constraints and stages.
   2. Life-cycle and economic-context considerations.
   3. Tax assumptions from the prescribed period.

2. Liquidity and suitability

   1. Role of short-term vehicles.
   2. Match timing and access needs to the exercise.
   3. Evaluate suitability without recommending a live product.

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Curriculum reference: Tribhuvan University, Faculty of Management, revised four-year BBS curriculum, PDF pages 89–91.

Source note: The curriculum scope above is retained from the existing TU syllabus breakdown. The numbered study subtopics are editorial elaborations for teaching and study, rather than a separately issued TU syllabus. Unit or component allocations apply at their stated level; no separate topic hours or marks are assigned here. Examples involving current laws, rates, institutional products or Nepalese status must identify the relevant period and official materials; no changing numerical or legal requirements are invented here.