This course will cover concepts related to personal finance like financial goals, financial planning process, cash flow and budgeting.

Various spending habits and how to control these habits.

You will understand the need and importance of risk management through various type of insurance plans like term plan, health plan, disability insurance, critical illness cover, property and liability insurance.

You will learn the important formula used in personal finance which will make it easier to do the financial calculations.

You will learn various concepts related to investments like power of compounding, inflation, rupee cost averaging, basics of mutual funds, systematic routes of investing into mutual funds and their advantages. You will understand the process of selecting the right mutual fund scheme, when to sell a scheme, common mistakes which investors make while investing through mutual funds.

You will also understand the concept and importance of portfolio review and rebalancing and taxation aspect of mutual funds, various behavioral biases.

A case study on retirement planning which will help you understand the calculation part of retirement planning and concept, importance and various methods of estate planning. We will also discuss the use of WILL versus TRUST for estate planning.

This course will equip you with the necessary information and knowledge to smoothen your financial journey and have a better tomorrow.

You will have the right amount of assets available at the right time if you follow the concepts explained in this course.