Personal Financial Planning

Rating: 5 Total Reviews: 0 Reviews
Original Price: Rs. 990 Rs. 990

Please enter correct answer
Would you like to register yourself to get free financial courses, webinars, regular updates or to participate in quizzes, games and more?Yes


This course intends to create awareness about the need and the criticality in the minds of the audience for having a well thought out financial roadmap early enough in life, the actions to be taken and the timing of the various actions to be taken, to impress upon the participants, that they need to commit a part of their time to plan, execute  and periodically review the financial aspects of their lives order to reap the benefits and avoid financial pitfalls in the journey of life.


Preparing and following a Financial Plan has the following benefits:

  • It ensures a financial discipline in the way you manage your finances
  • It helps you to achieve your life goals without resorting to external resources
  • It protects you from Financial blows caused by unforeseen events like critical illness, death, accidents
  • It reduces the impact of the financial loss of your assets in case of force Majeure events like Earthquake, Tsunami etc, and  
  • It helps you to retire gracefully, without depending on anyone and lead your life with dignity

Topics Covered

  • Introduction
  • Some fundamental Concepts
  • Life Goals Identifying, Listing, timing and Prioritizing your life goals
  • Converting your Life Goals into Financial values
  • The impact of Inflation on your savings
  • Planning your Expense Budget
  • Planning for contingencies
  • Retirement Planning
  • Risks of life and ways of Managing the risk
  • Life Insurance an General Insurance
  • Investments

Who will benefit from this course?

  • Students in their final year of education (will derive maximum benefit)
  • Young professionals who have recently joined the workforce
  • Mid career professionals
  • People in their mid forties who are approaching retirements
  • Entrepreneurs
  • Couples without kids and Couples with  young kids
  • Married women who are Home makers

Topics Covered

8+ hours



Section {{section.sequence_number}} : {{}}

Chapter {{chapter.sequence_number}} : {{}}

53618 Students applied

  • Register and Sign In

sign in

please enter a valid password.

New Member