Personal Financial Planning (Indian version)

Name: Personal Financial Planning (Indian version)
Rating: 4.2 (628 reviews)

Playing the financial planning game correctly

Created byVinayak K

Last updated 9/2019

English

What you'll learn

All the Indian individuals interested in personal financial planning.
All Indian taxpayers wanting to keep track of investments
Folks interested in primary knowledge of financial planning
All the Indians taxpayers who want to simplify tax planning

Course content

4 sections • 22 lectures • 51m total length

Introduction2:56
It provides introduction to the course and background details.

Pillars of Financial Planning1:53
Three basic pillars of financial planning : Protection, Taxation and Retirement
Magic of compounding2:47
What is compounding ? How to make use of it in your favor ?
Life insurance for self1:47
Types of life insurance products and their comparison
Health Insurance for self -I1:47
Health insurance product structure and features
Health Insurance for self - II2:45
Checklist for buying health insurance
Parental health insurance-I1:53
Primary information of parental health insurance
Parental health insurance-II2:26
Do's and don'ts of parental health insurance
Mutual Fund sahi he ? - I2:59
Basics of Mutual Funds
Mutual Fund sahi he ? - II1:36
Selecting Mutual Funds smartly
Mutual Fund sahi he ? - III1:45
Basics and selection of Mutual Funds
Mutual Fund sahi he ? - IV2:06
Basics and selection of Mutual Funds
PPF, NSC, VVY,etc. - I (Playing PPF correctly-I)1:54
Government saving schemes and their features - PPF,NPS, PMVVY,NSC
PPF -II (Playing PPF correctly)1:50
How to get more from PPF ?
NPS (Using NPS effectively)2:52
Features of NPS and investing in NPS in SIP way
Taxation2:35
Basics of taxation and clean simple taxation planning
Should you buy a home ? - I2:05
Thumb rule of planning for house buyers
Should you buy a home ? - II2:20
Thumb rule of planning for house buyers

Requirements

Enthusiasm for learning basics of Financial Planning
Will to put personal finance planning on track

Description

Hello,

The course is basic course for personal financial planning along with some easy and direct actionable steps to fix your finances.

Main contents -

1. Basics of financial planing

2. Features and characteristics of all popular investment products available in India

3. case studies with real world examples

Intriguing discussion around -

Should we buy/rent home ? If buy, how ?
Most effective way to invest in PPF
Getting most from NPS
Smart way to approach MFs

*As a bonus, the course attachments contains retirement planning excel and check-lists for buying term life insurance, health insurance and Mutual Funds. (Checklist is available under 'Resources' section of last lecture.)

Happy Investing !!

Who this course is for:

All Indian money earners

Personal Financial Planning (Indian version)

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 3min

Pieces of jig-saw (All components of Financial Planning and Investment vehicles)17 lectures • 37min

Case Study3 lectures • 9min

Last words1 lecture • 3min

Requirements

Description

Who this course is for: