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Financial Planning

Build your complete financial roadmap - budgeting, saving, investing, insurance, and retirement planning.

📚 32 lessons 🇦🇳 Hindi & English
Financial Planning

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About This Course

Uncertain how to buy that dream home? Another year gone without that vacation? Want to secure your family's financial future, but don't know where to begin? Then this is the right course for you.

Financial planning is the process of setting financial goals and developing a strategy to achieve them. This course is designed to bridge the gap between your present reality and future goals. Here you will learn about the essential elements of financial planning, including budgeting, saving, investing, debt management, insurance, tax planning, and retirement planning.

Empower yourself with the knowledge and tools you need to make better, more informed financial decisions. Take control of your financial destiny and build a more secure tomorrow!

Your Instructor

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Instructor — English

Bharat Bhatia

Bharat has 7+ years of experience in Private Equity, Investment Banking, and Asset Management. He holds an MBA (Finance), CFA Level 2, and is a Certified Financial Planner (CFP).

Course Contents

Chapter 1 - Assess Current Financial Situation 2 lessons
1 ▶ Introduction to Financial Planning and Developing a Personal Balance Sheet 🔒
2 ▶ Developing a Personal Income Statement, Where to Start and Human Capital 🔒
Chapter 2 - Time Value of Money 2 lessons
3 ▶ Inflation 🔒
4 ▶ Future Value of Money, Power of Compounding and Rules of Multiplied Wealth 🔒
Chapter 3 - Financial Goals 2 lessons
5 ▶ Goals Based Investing, Short-Term and Mid-Term Goals 🔒
6 ▶ Long-Term Goals and Retirement Planning 🔒
Chapter 4 - Investments and Asset Classes 16 lessons
7 ▶ Equity Shares, Primary and the Secondary Markets 🔒
8 ▶ Investment in Equity Shares 🔒
9 ▶ Basics of Mutual Funds and Net Asset Value (NAV) 🔒
10 ▶ Types of Mutual Funds 🔒
11 ▶ Types of Mutual Funds (cont'd) and Mutual Fund Returns 🔒
12 ▶ ETFs, ETF Types and ETF Returns 🔒
13 ▶ ETFs vs. Mutual Funds vs. Index Funds 🔒
14 ▶ Fixed Deposit, Recurring Deposit and Auto Sweep Facility 🔒
15 ▶ Cumulative and Non Cumulative Fixed Deposits 🔒
16 ▶ Types of Bonds, Bond Features and Credit Rating of Bonds 🔒
17 ▶ Gold and Types of Investments in Gold 🔒
18 ▶ Gold Returns vs Equity Returns 🔒
19 ▶ Types of Real estate and their returns 🔒
20 ▶ Rent vs. Buy - Calculations 🔒
21 ▶ Rent vs. Buy - Decision Making, the 4% Rule and REITs 🔒
22 ▶ Tax Saving Instruments (Under Section 80C) 🔒
Chapter 5 - Managing Debt 3 lessons
23 ▶ Introduction to Managing Debt, Parts of a Loan 🔒
24 ▶ Types of Loans, How Much Loan Should You Get? 🔒
25 ▶ Factors behind loan approval and how to manage them? 🔒
Chapter 6 - Taxes and Insurance 7 lessons
26 ▶ Introduction to Taxes and Insurance, Choosing the Right Income Tax Regime 🔒
27 ▶ Personal Tax Calculator (A Case Study) 🔒
28 ▶ Capital Gains Taxes and How to Save Capital Gains Taxes? 🔒
29 ▶ Insurance and Types of Life Insurance 🔒
30 ▶ Types of Life Insurance (cont'd) 🔒
31 ▶ Motor Insurance and Health Insurance 🔒
32 ▶ Property Insurance 🔒