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Personal Financial Planning

Personal Financial Planning


*inclusive of taxes

Enroll Now


*inclusive of taxes

Enroll Now

Course Details

54 students enrolled

About Course

  • Listed In : Financial Planning
  • Language : English
  • Difficulty : Intermediate
  • Validity : 3 Years
  • Program : Self-Paced Recorded
  • Instructor : Sudhir Shenoy

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Course Highlights

  • 29 Videos
  • 8+ Hours of Content
  • 10+ Supplementary Study Materials


When planning personal finances, the individual would consider the suitability to his or her needs for  a range of banking products or investment private equity and insurance. This course intends to train you to become financially independent. You will learn how to plan for your future, financial planning for a newly married couple, plan for your child’s future and planning for your pension.


Personal Financial Planning course by Elearnmarkets 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 in order to reap the benefits and avoid financial pitfalls in the journey of life.


Preparing and following your Personal 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
  • After successful completion of the course; the students will get a Certificate of Completion

Topics Covered

Module 1: Fundamental Concepts:

  • Introduction to Financial Planning and Goal Setting
  • Impact of Inflation
  • The Magic of Compounding
  • Risks and Returns
  • Optimizing  Your Investment  Risk

Module 2: Components of the Financial Plan:

  • Components of a Financial Plan
  • Budgeting
  • Your NetWorth Statement
  • Managing Liquidity
  • Introduction to Debts and types of Debts 
  • Managing your Debts and Leveraging
  • What is Investment?
  • Risk Appetite & Reducing your Investment Risk
  • Reviewing your Investments
  • Investments vs Insurance
  • Time Value of Money
  • Introduction to Insurance
  • Types of Insurance and Need for Insurance
  • Critical Illness and Disability Insurance 
  • Income Protection,Accident Insurance and Vehicle Insurance
  • Life Insurance and Why it is needed?
  • Impact of Inflation on Quantum of Insurance
  • What is Retirement and Why do people retire?
  • The process of planning for retirement
  • Steps to determine Retirement Expenses and Corpus 
  • Investing for Retirement

Module 3: Building the Financial Plan:

  • Preparing your Financial Plan
  • Bridging Gaps in Protection 
  • How much to invest for your Goals?

Intended Participants

  • 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


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 generated.

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

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