Udemy

Personal Financial Planning (Indian version)

Playing the financial planning game correctly
Free tutorial
Rating: 4.3 out of 5 (483 ratings)
6,153 students
52min of on-demand video
English

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

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 -

  1. Should we buy/rent home ? If buy, how ?

  2. Most effective way to invest in PPF

  3. Getting most from NPS

  4. 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

Instructor

Business Analyst with 9+ years of working experience
Vinayak K
  • 4.3 Instructor Rating
  • 483 Reviews
  • 6,153 Students
  • 1 Course

- Insurance and Financial market expert in compliance and data analysis area

- LOMA-ALMI® (Associate Life Management Institute) certified and ‘Series 65’ (NASAA: Uniform Investment Advisor Law Examination) licensed Business Analyst with around 9 years of experience in Financial Industry

- Latest interest and expertise area - FinTech, AML Regulation and standards (Anti-Money Laundering), KYC standards (Know Your Customer) and Dodd-Frank Act regulations.

- Professional Scrum Master (PSM)

- Personal financial planning enthusiastic

- Lifelong learner and avid reader                                                                                                             

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