IIRF Online > Finance & Accounting > Financial Modeling & Analysis > Financial Planning > Financial Planning
Financial Planning by Coursera
Course Highlights
- Leverage on managing personal finance and foresee strategies for financial independence.
- Gain personal interest on different source of income and investing products to effectively manage and analyze financial risks.
- Aspire knowledge and pursue insights for higher degrees in finance and / or investment management.
Skills you will learn!
Curriculum
11 Topics
An Introduction to the Financial Planning Program
Introduction to Program Instructor - Professor Prasanna Tantri
Course Structure & Syllabus
Meet Your Instructor - Anand Sekhar
Meet Your Instructor - Karan Mehta
Meet Your Instructor - Nayan Saboo
Meet Your Instructor - Hemanth Gupta
Meet Your Instructor - Mandeep Gill
Meet Your Instructor - Sumanth K
Honour Code
Introduce Yourself
30 Topics
Financial Planning
Significance of Financial Planning
Key Components of a Financial Plan
Concept Behind Saving Money
Savings for Emergencies
Savings for Retirement
Retirement Savings Options in India
Planning for Children's Education
Channelizing savings into investment(s)
Investment Options Available to An Individual
Assets & Liabilities
Inflation
Time Value of Money
Compounding
Market Cycles
Monetary Policy
Introduction to IPO_Part 1
Introduction to IPO_Part 2
Benefits of Going Public through an IPO
Risks Associated with an IPO
Factors to evaluate an IPO
Loans
Terminologies related to Loans
Loan Processing
Amortization Schedule
Good vs Bad Loans
Credit Cards
Credit Score
Recommended Reading for this Module
Assessment - 1
3 Topics
Roadmap to Financial Independence
Recommended Books for Reading
Assessment - 2
6 Topics
Income and its types
Understanding Income Source_Part 1
Understanding Income Source_Part 2
Understanding Income Source_Part 3
Recommended Reading for this Module
Assessment - 3
43 Topics
Introduction
Definition of Money
Financial Freedom
Financial Literacy
Need for Financial Planning
Wealth Planning
Steps of Financial Plan_Part 1
Steps of Financial Plan_Part 2
Goal Based Investing
Asset Allocation
Power of Compounding
Drafting a Financial Plan
Financial Plan_Table
Investing Products
Risks
Fixed Deposits
Recurring Deposits
Public Provident Fund
Sukanya Samriddhi Yojna (SSY)
Senior Citizen Savings Scheme
National Savings Certificate (NSC)
Kisan Vikas Patra (KVP)
RBI Floating rate Savings Bond
Mahila Samman Bachat Patra
Company Deposits
Sovereign Gold Bonds (SGBs)
Corporate Bond and Debentures
National Pension Scheme
Stock and Equity
Mutual Fund
SEBI Categorization
Do’s and Don’t of Mutual Fund
Size of the Fund
Life Insurance - A good Investment
Reits & Invits
Portfolio Management Services
Alternative Investment Fund
Cryptocurrency_an asset and an investment
Resistance to Long term Investment
Rent vs Buy
Investing is not a number game
Recommended Reading for this Module
Assessment - 4
18 Topics
Insurance Life Insurance and Its Needs
Ideal Life Insurance Cover
Types of Life Insurance Policies in India
Understanding Term Insurance
Riders available with Term Insurance
Premium Payment Options
Pointers to avoid Claim Rejection
Parameters to choose the Life Insurance Company
Health Insurance and its needs
Ideal Health Insurance Cover
Classification of Health Insurance Policies
Clauses in Health Insurance plan
Waiting Period and its types
Top-up vs Super Top-up Restoration of Base Cover
Important Features of Health Insurance Policy
Parameters to choose the Health Insurance Company
Recommended Reading for this Module
Assessment - 5
3 Topics
Taxation
Recommended Reading for this Module
Assessment - 6
Financial Planning
Related Financial Planning Courses
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