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Finance, Investment and Business: Fundamentals and Concepts
Role Play
Rating: 4.6 out of 5(426 ratings)
2,485 students

Finance, Investment and Business: Fundamentals and Concepts

Master Core Financial Skills for Personal, Professional & Business Success. Best course for career in Capital Market.
Role Play
Created byCol (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD
Last updated 4/2026
English

What you'll learn

  • Personal Financial Management
  • The Fundamentals and Concepts of Finance and Investment to help you manage your Personal Finances in a better way.
  • The aspects like Inflation, Savings, Investment, Liquidity, Risk and Time Value of Money to help you take informed and balanced investment decisions.
  • Business concepts like Capital, Sources and Cost of Capital, Debt-Equity, Leverage, EBITDA and ROI to help you manage your business and personal investments.
  • The concept and types of Risk and how to analyse risk
  • The concept of Liquidity. Liquidity of personal assets and market liquidity and its implications
  • A conceptual understanding of the Time Value of Money
  • The pitfalls of Debt and how to prevent falling in a Debt Trap
  • The concept of how money grows into wealth
  • Understanding the difference between Simple and Compound interest and also between Stated Annual Rate and Effective Annual Rate
  • Some considerations for real life investment and classification of personal investment
  • Some examples of how money grows at different pace
  • Understanding Investment in bonds and concept of Par Value, Coupon rate, Market price and Yield rate
  • Understanding investment in Mutual Funds, ETFs and other investment avenues
  • Understanding investment in stock market
  • Practical example of investing in stock market
  • Significance of Risk and Diversification in investment
  • The financial concepts for entrepreneurs
  • Understand what is Capital and the source of capital
  • The significance of Debt and Equity
  • The concept of Cost of Capital in a business
  • The significance of Debt Equity Ratio or Leverage
  • The significance of turnover in any business
  • The concept of Profit, Earnings, EBIT and EBITDA and ROI

Course content

3 sections • 41 lectures • 6h 31m total length

  • Welcome note0:35
  • promo3:58
  • Preview.7:22

    This is just a prelude to the course

  • Introduction to Finance4:43

    This is just the introduction part

  • Purchasing power and its implication8:36

    This lecture explains the implication of inflation, the conceptual difference between Cost Push inflation and Demand Pull inflation and the reason why we need to know that.

  • The Concept of Beating Inflation. Understanding Significance of Inflation6:44

    This lesson talks about the concept of beating inflation as a precursor to investment

  • Understanding Savings v/s Investment. How is Savings different from Investment?6:23

    This lecture explains the conceptual difference between savings and investments.

  • You as a student matter the most to me...2:19
  • Risk and Risk Analysis I. The Concept of Risk13:32

    This lecture explains the concept of risk and also explains the logical steps to analyse risk

  • Risk and Risk Analysis II. Risk in Financial Investment19:42

    In this lecture, the speaker explains the two different types of Risk ie. Systematic and Unsystematic Risk

  • Liquidity Part 1 (Personal assets). The concept of Liquidity11:36

    This lecture explains the concept of liquidity. It further goes on to explain the difference between liquidity of personal assets and the overall liquidity in the economy controlled by the central bank and implications of that liquidity.

  • Liquidity Part 2 (Economy). Effect of Liquidity on Economy and Market22:38

    This portion explains the significance of liquidity in the overall economy of a country and how the Central Bank of a country controls the liquidity in the country's economy

  • The concept of Time Value of Money. How doe time affect the value of money?19:24

    This lecture explains the concept of Time Value of Money in detail

  • The Debt Trap and EMI. What is a debt trap and how to escape from it?18:13

    In this lecture, the speaker explains the pitfalls of debt and EMI for a salaried person. He gives a detailed explanation with example as to why debt for consumption are not desirable from personal financial management point of view, though debt from investment point of view may be financially prudent.

  • Understanding the basics of Finance
  • Inflation, Risk & Debt Trap—Can You Save Me?

Requirements

  • No prerequisites except a desire to learn. This course talks of Fundamentals and Concepts and can be comprehended by everyone.

Description

Are you professionally successful but still unsure about managing your finances?

# Do investment options, business terms, and financial concepts seem confusing or intimidating?
# Want to build solid financial literacy, understand key business principles, and make smarter money decisions?

If yes, this comprehensive finance and business fundamentals course is your solution.

Whether you're a non-finance professional, student, entrepreneur, or simply someone eager to gain financial literacy, this course bridges the gap between complex theories and real-world applications. Learn from an experienced instructor who simplifies intimidating concepts with clarity and practical relevance.


Why Take This Course?

Many professionals and business owners earn well but struggle with personal financial planning or evaluating business viability. Why? Because basic finance, investment, and business knowledge is often not taught in high school or even in many college curriculums unless you pursue commerce, finance, or economics.

This course addresses that critical knowledge gap and offers a well-structured, beginner-friendly guide to finance — helping you become more confident in managing both personal and business finances.


What You’ll Learn:

This course taught by Col (Dr) Shabbar Shahid, a post-graduate in engineering and finance with a doctorate in management, is divided into three sections which broadly includes:-

Section 1: Core Financial Concepts

  • What is Purchasing Power?

  • Inflation Explained: Beating Inflation and Why It Matters

  • Savings vs. Investment: Key Differences

  • What is Financial Risk? Risk Assessment Made Simple

  • Liquidity and Its Economic Impact

  • Time Value of Money: How Time Affects Financial Decisions

  • Understanding and Escaping Debt Traps

Section 2: Investment Products & Financial Instruments

  • Turning Earnings into Wealth: Wealth-Building Strategies

  • Investment Avenues: Bonds, Stocks, Mutual Funds, ETFs, Real Assets

  • Understanding Bonds: Par Value, Coupon Rate, Market Price, Yield

  • Mutual Funds & ETFs: Pros, Cons, and Suitability

  • Stock Market Basics: How to Get Started, Risks, and Diversification

Section 3: Financial & Business Concepts for Entrepreneurs

  • Business Models: Proprietorships, Partnerships, Pvt Ltd & Public Ltd Companies

  • Understanding Capital, Debt-Equity Ratio, and Cost of Capital

  • Working Capital and Profitability Metrics

  • Key Business Financials: Turnover, EBITDA, Net Profit, ROI

  • Reading Financial Statements and Fundamental Analysis

  • The Dangers of Overtrading


Who Should Enroll?

This course is perfect for:

  • Non-Finance Professionals: Break through financial jargon and gain practical financial skills

  • High School & College Students: Build a strong foundation in finance early

  • Finance Professionals: Refresh and enhance your understanding of core concepts

  • Accountants & Bookkeepers: Expand beyond compliance into strategic financial thinking

  • Young Entrepreneurs & Startups: Learn to manage capital, costs, and returns

  • Homemakers: Take control of household financial planning

  • MBA, CA, CS, CFA, ACCA Aspirants: Prepare for advanced finance studies

  • Anyone Interested in Finance: Empower yourself with financial clarity and decision-making skills


Key Takeaways and Outcomes:

After completing this course, you’ll be able to:

  • Understand essential financial and investment principles

  • Manage personal finances more effectively

  • Evaluate business ideas and financial statements

  • Make smarter investment decisions

  • Participate in financial and business discussions confidently

  • Avoid common financial pitfalls like debt traps and overtrading

  • Lay a strong foundation for advanced financial studies or careers

  • Empower your entrepreneurial journey with clear financial planning

  • Help others with informed financial guidance and insights


Course Benefits at a Glance

  • Enhanced financial literacy and practical knowledge

  • Improved personal and business money management

  • Real-world application of financial theories

  • Preparedness for MBA, CFA, CA, CS, or capital markets careers

  • Better decision-making as an entrepreneur or executive

  • Confidence in financial conversations

  • Clear, jargon-free teaching by an expert with over 40 years’ experience


About the Instructor

Col (Dr) Shabbar Shahid is an Indian Army veteran, mechanical engineer, MBA (Finance), Chartered Engineer, Fellow of the Institution of Engineers (India), and holds a PhD in Management. With over four decades of teaching and professional experience, he simplifies financial education using real-life analogies, practical insights, and engaging delivery. He is a Distinguished Instructor certified by the Military College of Electronics and Mechanical Engineering.


Disclaimer

This course is for educational purposes only. Investment involves risk. Learners are encouraged to apply independent judgment and consult with certified professionals before making financial decisions. The instructor and platform bear no liability for investment outcomes.


Start Your Journey Toward Financial Clarity Today. Join thousands of learners who are transforming their understanding of finance, investments, and business management. Enroll now and unlock your financial potential with clarity, confidence, and competence.

Who this course is for:

  • People intending to pursue a career in Capital Markets
  • It is a conceptual course and explains the fundamentals which every earning individual must know.
  • This course is for every common person who would like to get acquainted with the Fundamentals and Concepts of Finance, Investment and business with a view to manage their finances and business in a better way.
  • Students pursuing courses like MBA, CA, CS, CMA, CFA, ACCA, CPA, CIMA etc. to equip them with the fundamentals and concepts before they step into their professional career, pursue higher education or venture into business.
  • Young entrepreneurs who have launched or are planning to launch their business ventures
  • People who indulge in savings and investments and intend to manage own finances in a better way.
  • This course would serve as a foundation course for students who aspire to pursue management courses.
  • People who want to be financial and investment advisors to their family and friends.
  • Those who are interested in knowing the basic concepts before investing in stock market and mutual funds.
  • Those who have interest in the subject of finance and investment but are not familiar with the financial vocabulary.
  • Those who are interested in learning how to grow money and convert it into wealth
  • Students undergoing professional courses in Finance like CFA, CA, MBA etc for better understanding of the subject

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