Financial planning for Indians

Manage your money better
4.8 (2 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.
221 students enrolled
$19
$20
5% off
Take This Course
  • Lectures 17
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 12/2015 English

Course 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.

What are the requirements?

  • You must be willing to develop good money habits.

What am I going to get from this course?

  • 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 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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
Introduction to the course
Preview
04:01
Section 2: Basics of financial planning
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
Section 3: Investment options
Low and high return options
09:18
Mutual funds
12:36
Section 4: Some maths
Future value and present value
15:23
Section 5: How to reach your objectives
Retirement analysis
12:29
Life insurance
06:54
Child's future planning
08:16
Saving for goals
04:23
Section 6: Best practices
Financial planning for someone in 20's
01:47
Financial planning for someone in 30's
Preview
07:03
Financial planning for someone in 40's
01:18

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Ankur Kapur is a portfolio manager and a financial planner. Ankur is on the board of WK Advisors, which owns ankur kapur advisory. Ankur has also co-authored a book on personal finance, The Blueprint.

Ankur Kapur Advisory 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.

Ready to start learning?
Take This Course