Be Money smart and do your own Financial Planning

Simplifying investment options, insurance options, tax saving options
Rating: 4.4 out of 5 (13 ratings)
648 students
English [Auto]
Money management, investing, insurance, financial planning, saving


  • Keen on learning and giving time to their finances


  • Financial Planning is not rocket science, yet not many people get it right

  • Managing Money is easy yet complicated

  • It's not the income that makes you rich, but your spending habits

  • Everyone works for money, the challenge is to make your money work harder for you

  • Simplifying investment planning, insurance planning, tax planning

    This course will help you to take the front seat & take charge of your finances.This will help you in following ways:

    1. You will learn to do your own financial planning with practical tips.

    2. You will be able to build budget and savings plan for you

    3. It will help in Identifying and planning for your financial goals like retirement, children's education, buying your dream home, become debt free

    4. You will be able to calculate your adequate insurance cover and choose right insurance policies to cover you and your family.

    5. You will be able to invest in right asset class in a balanced way and as per your risk appetite and financial goals.

    6. You will be able to consolidate your financial life and get rid of unwanted/ non performing / unorphaned assets.

      Overall, you will be be able to take wise & informed Financial decisions for life and you will Have the financial life you have always dreamt of.

      A good financial Plan is a roadmap that shows us exactly how the choices we make today will affect our future.

Who this course is for:

  • salaried, women, beginners

Course content

1 section6 lectures30m total length
  • Introduction
  • Basics of Financial Planning - Decoding 50:30:20 Rule
  • Insurance Planning
  • Consolidate your Financial Life
  • Tax Planning
  • Take the next step, get on one to one Financial Consultancy session


Certified Financial Planner
Gurleen Kaur Tikku
  • 4.4 Instructor Rating
  • 13 Reviews
  • 648 Students
  • 1 Course

Ms. Gurleen Kaur Tikku is a Certified Financial Planner. She runs the show at Hareepatti.

She is a Graduate from College of Business Studies, Delhi and a post-graduate from IMT, Ghaziabad.

With her Experience and Continued Education, she has managed to provide Financial Literacy and Financial Freedom to a lot of People in past 15 years.

She helps steer the wealth in directions that are advised based on one's lifestyle, requirements and future plans. The aim is to help "Create Wealth of Happiness" for as many families as possible.

Also, she has been awarded to be one amongst top 30 Women Entrepreneurs from Delhi and has been covered by many Media Houses.  She has been writing various blogs and posts to Impart Financial Education.