Financial planning for Indians
4.5 (3 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
224 students enrolled
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Financial planning for Indians

Manage your money better
4.5 (3 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
224 students enrolled
Last updated 12/2015
English
Current price: $10 Original price: $20 Discount: 50% off
1 day left at this price!
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Calculate your net worth.
  • Create a monthly budget.
  • Create a personal savings plan.
  • Understand specific investment strategies.
  • Have your questions answered about investing.
  • Know how much and where to save for various goals
  • Get an Excel model for your future reference as well.
View Curriculum
Requirements
  • You must be willing to develop good money habits.
Description

Course description

  • Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.)
  • Let the money work for you while you focus on enjoying your life.

Course Objectives

After taking this course, you’ll be able to…

  • Calculate your net worth.
  • Create a monthly budget.
  • Create a personal savings plan.
  • Understand specific investment strategies.
  • Have your questions answered about investing.
  • Know how much and where to save for various goals
  • Get an Excel model for your future reference as well.

What are the requirements?

You must be willing to develop good money habits.

Who is the target audience?

  • Those who are saving for their children’s college education.
  • Those who are currently investing for retirement and want to learn more.
  • Those who want to learn the real cost of working.
  • You should not take this course if you want to get rich quickly.
  • You should not take this course if you think I can guarantee the same results I’ve accomplished.
Who is the target audience?
  • Those who are saving for their children’s college education.
  • Those who are currently investing for retirement and want to learn more.
  • Those who want to learn the real cost of working.
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Curriculum For This Course
Expand All 17 Lectures Collapse All 17 Lectures 02:01:56
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Introduction
1 Lecture 04:01
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Basics of financial planning
6 Lectures 38:28
Defining financial objectives
08:07

Common mistakes
04:15

Know your Networth
05:58

Understand your Cash Flow
06:43

Understand Risk
05:26

Creating an Emergency Fund
07:59
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Investment options
2 Lectures 21:54
Low and high return options
09:18

Mutual funds
12:36
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Some maths
1 Lecture 15:23
Future value and present value
15:23
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How to reach your objectives
4 Lectures 32:02
Retirement analysis
12:29

Life insurance
06:54

Child's future planning
08:16

Saving for goals
04:23
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Best practices
3 Lectures 10:08
Financial planning for someone in 20's
01:47


Financial planning for someone in 40's
01:18
About the Instructor
Managing Partner Ankur Kapur, CFA, CFP
4.5 Average rating
3 Reviews
224 Students
1 Course

Ankur Kapur is a portfolio manager and a financial planner. Ankur is on the board of WK Advisors, which owns Plutus Capital. Ankur has also co-authored a book on personal finance, First Time Investor.

Plutus Capital is a subsidiary of WK Advisors Pvt Ltd focusing on private wealth management for individuals and families. Ankur focuses on long term wealth creation while meeting any current, on-going or short-term requirements. He works with individuals and families who understand his approach and are not focused on short-term gains.

As a McKinsey consultant, Ankur helped various financial services companies set up offices in India. Ankur established his own financial advisory firm to provide genuine and researched advisory services to clients. Ankur believes in long term value creation and likes to work with clients who have similar focus.

Ankur is an alumnus of Delhi School of Economics, a CFA charter holder from CFA Institute, USA and CFP from FPSB India. He is also a Registered Investment Advisor with SEBI.