Step by Step guide to Financial Planning


All of us have some dreams in life – be it buying a dream home, a car, children’s education, their marriage, traveling abroad for leisure, retirement, amongst a  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.


This programme will enable the participants to:

  • Understand the importance of Financial Planning
  • Create their own Financial Plan
  • How to do Goal Planning


This course will  help the students to :

  • Gain awareness of the importance of Financial Planing
  • Develop their own comprehensive Financial Plans to fullfill their financial goals
  • Know the process of Goal Planning

After successful completion of the course, students will get a "Certificate of Completion"

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


  • 7 Videos
  • 40 mins(approx) of Content
  • 5+ Supplementary Study Materials
  • Full Length Test

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After successful completion of the course, the students will need to appear for an online examination , hosted on the website of

  • The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test"
  • Once the student successfully clears the examination, the certificate of completition will be genrated.

Other Details:

  • Duration: 1.5 Hours
  • Pattern of Questions: Multiple Choice Questions 
  • Qualifying  Marks: 40% . No negative marking  for this course.

Procedure for download of Certificate:
After successful completition of the examination , students can download soft copy of the certificate from the webiste: itslef.
To download the Certificate , follow the following steps:

  • Login to
  • Go to My-Courses Tab
  • Click on the Get Certificate Tab and download the certificate

  • Register and Sign In

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