Be Money smart and do your own Financial Planning

Simplifying investment options, insurance options, tax saving options

Financial Planning is not rocket science, yet not many people get it right

What you’ll learn

• Money management, investing, insurance, financial planning, saving.

Course Content

• Introduction –> 6 lectures • 30min.

Requirements

• Keen on learning and giving time to their finances.

• Financial Planning is not rocket science, yet not many people get it right
• Managing Money is easy yet complicated
• It’s not the income that makes you rich, but your spending habits
• Everyone works for money, the challenge is to make your money work harder for you
• Simplifying investment planning, insurance planning, tax planningThis course will help you to take the front seat & take charge of your finances.This will help you in following ways:

   

  1. You will learn to do your own financial planning with practical tips.
  2. You will be able to build budget and savings plan for you
  3. It will help in Identifying and planning for your financial goals like retirement, children’s education, buying your dream home, become debt free
  4. You will be able to calculate your adequate insurance cover and choose right insurance policies to cover you and your family.
  5. You will be able to invest in right asset class in a balanced way and as per your risk appetite and financial goals.
  6. You will be able to consolidate your financial life and get rid of unwanted/ non performing / unorphaned assets.Overall, you will be be able to take wise & informed Financial decisions for life and you will Have the financial life you have always dreamt of.A good financial Plan is a roadmap that shows us exactly how the choices we make today will affect our future.