A Layman's guide to Personal Financial Planning - Part 1

Towards better Wealth Creation
Rating: 4.2 out of 5 (52 ratings)
2,311 students
A Layman's guide to Personal Financial Planning - Part 1
Rating: 4.2 out of 5 (52 ratings)
2,311 students
Get a good understanding of the basics of managing personal finance and investing .
This course will also prepare you for a deeper study in Part 2 of this course.


  • A basic understanding of finance and investment is added advantage. You may want to go through my free course on Layman's guide to financial markets.

The Layman's guide to Personal Financial Planning is a course designed to introduce you to the process of individual wealth creation. It will provide insights in to the various attributes and aspects about wealth creation and also the methodologies. I have tried to provide inputs drawn from my various wealth creation seminars which I conduct and where ever applicable, I have put in numerical examples to explain concepts.

This could well be your first step in learning about investing and wealth creation.

Welcome Aboard!

Who this course is for:
  • Everyone who wants to understand and manage his finance and investment - This is the starting point for you!
Course content
3 sections • 6 lectures • 1h 0m total length
  • The starting point of Wealth Creation
  • Want to create wealth ? - Know yourself. Here's how.
  • Financial Goal Planning - the need and methodology
  • An investor's best friend - Time!
  • Investing avenues - where to invest ?
  • First step to creating your portfolio - Asset Allocation.
  • The Personal finance Quiz
    6 questions

Author, FinTrainer and Trader
Rajiv Khatlawala
  • 4.1 Instructor Rating
  • 877 Reviews
  • 10,461 Students
  • 4 Courses

I am a qualified Chartered Accountant and Cost Accountant from India having more than 25 years experience in the financial markets - including stocks, commodities and currencies. I am the Author of the book "How to Profit from Technical Analysis- a beginner's guide' published in 2008 (2nd edition 2016) by VisionBooks New Delhi. I conduct workshops and online training on Technical Analysis, Equity Research and Derivatives.