Course Highlights
  • 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.
Curriculum

1 Topic
Introduction to the course

6 Topics
Defining financial objectives
Common mistakes
Know your Networth
Understand your Cash Flow
Understand Risk
Creating an Emergency Fund

2 Topics
Low and high return options
Mutual funds

1 Topic
Future value and present value

4 Topics
Retirement analysis
Life insurance
Child's future planning
Saving for goals

3 Topics
Financial planning for someone in 20's
Financial planning for someone in 30's
Financial planning for someone in 40's

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Financial planning for Indians

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