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[Free] Personal Financial Planning (Indian Version)

Playing the financial planning game correctly – Free Course

Added on February 24, 2023 Finance & Accounting 1 min read

What you’ll learn

• All the Indian individuals interested in personal financial planning.
• All Indian taxpayers wanting to keep track of investments
• Folks interested in primary knowledge of financial planning
• All the Indians taxpayers who want to simplify tax planning

Requirements

• Enthusiasm for learning basics of Financial Planning
• Will to put personal finance planning on track

Description

The course is basic course for personal financial planning along with some easy and direct actionable steps to fix your finances.

Main contents –

1. Basics of financial planing

2. Features and characteristics of all popular investment products available in India

3. case studies with real world examples

Intriguing discussion around –

1. Should we buy/rent home ? If buy, how ?

2. Most effective way to invest in PPF

3. Getting most from NPS

4. Smart way to approach MFs

*As a bonus, the course attachments contains retirement planning excel and check-lists for buying term life insurance, health insurance and Mutual Funds. (Checklist is available under ‘Resources’ section of last lecture.)

Happy Investing !!