Step by Step guide to Financial Planning

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All of us have some dreams in life – be it buying a dream home, a car, children’s education, their marriage, travelling abroad for leisure, retirement, amongst host of others. In parlance to personal finance, all these are financial goals; because after all, along with emotions they carry a monetary value. 

You see, for your dreams to convert into reality there’s no other alternative to effective planning. A financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. 


This well-designed program intends to give the learners a clear understanding of how to create a Financial Plan.


  • You will know the importance of Financial Planning
  • How to create a Financial Plan
  • How to do Goal Planning
  • After successful completion of the course, the students will get  a Certificate of Completion , faciliated by Yadnya Investment Academy.


Topics Covered

  • Importance of Financial Planning - Steps to create a financial plan
  • Understanding your current financial status - Cash Flow Statement
  • Understanding your current financial status - Net Worth Statement
  • How to become Rich - Define your Financial Goals
  • Choosing the right Investment option for our financial goals
  • Converting our financial goals to a financial plan
  • Cost of Delay in Investing | Consequence of Delay

Intended Participants

  • Financial Planners
  • Financial Distributors and Advisors
  • All Investors

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