Updated on Sep, 2023
Language - Hindi
It was very insightful and I will definitely put these strategies into practice. It's easy to follow and understand, and the instructor explains the topics pretty well! I definitely recommend this course.
Complete Financial Planning Course- Beginners to advanced
Learn art and Science of Personal Finance by Certified Financial Planner CM
Finance,Personal Finance,Financial Management,Money Management Tools,Investing
Course Description
Welcome to the complete Personal Financial Planning Course...!!!
This course covers managing your money as well as saving and investing. It encompasses budgeting, inflation, net worth, insurance, CIBIL Scores, Credit Card, loans, financial planning thumb rules, power of compounding, financial goals, risk profile, asset allocation, mutual fund & shares investments, retirement planning, tax planning, etc.
Also included in this course is an Excel spreadsheet like a cash flow statement, know your worth- Networth statement, Loan calculator, All-in-one Financial Goal Calculator Template, etc. that contains exercises to help you save, protect and make more money. No prior finance or accounting or Excel experience is required to take this course.
Some of the financial planning topics and exercises covered in the course are:
How to maintain your budget
How to track your expenses
Understanding and improving your credit score
Creating your perfect budget
Understanding your worth- Networth
Time value of money with financial goals
How much should you spend on a home loan, car loan & personal loan
How to set financial goals considering inflation
All of the tools you need to save, protect and make more are included in this course, and the entire course is based on real-life Practical Knowledge and experience and not based on theory.
Thanks,
Anandraj Mahor
Goals
What will you learn in this course:
1. Understand Myths about financial planning
2. Understand more about expenses, savings & investments.
3. Learn about how to track your expenses.
4. Understand needs vs wants
5. Learners will understand what are some goods cashflow habits
6. Who wants to understand the importance of cashflow, budgeting, net-worth, setting financial goals & taxes
7. Anyone who has debt, is thinking about debt, or wants to better understand the debt part of the overall financial picture.
8. Who wants to better understand the concept of financial planning & investing and how it can fit into a financial plan?
9. Learners will come to understand the importance of compounding growth, and the variables that impact setting goals like a Kid's education, Marriage & Retirement etc.
10. Learners will come to know about basic financial thumb rules.
11. Those who want to understand more about how they can protect their financial goals from unexpected event.
12. This course will help you to assess your current situation and understand the paths to paying off your debt.
13. Course will cover different investment vehicles, risk tolerance, and diversification.
14. How to avoid the debt trap.
15. Understand more about Life insurance, Health Insurance, Accident Insurance, Critical Insurance & Its features.
16. Understand more about CIBIL Score & Report & How to improve your CIBIL Score & How to download CIBIL Report.
17. Understand the Time Value of Money with Financial goals.
18. Understand more about how a credit card works and Their charges & their advantages & disadvantages.
19. Learn How to leverage your assets.
20. Learn inflation impacts our life & financial goals.
21. Understand Mutual Funds, Its Types, Its Benefits, & How to choose mutual funds.
22. Learn about the capital gain concept? What are short-term & long-term capital gains & What's the taxable amount?
23. Taxation - U/S 80C, U/S 80D, U/S 80CCD(1B), U/S 80D etc.
Prerequisites
What are the prerequisites for this course?
No requirements.
Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction
1 Lectures
-
Introduction- What is personal finance?
02:55
02:55
Section 2: What is Financial Planning & it's process
5 Lectures
Understanding & analyze cashflow, Budgeting & Need v/s Wants
13 Lectures
Emergency Fund
1 Lectures
Know your worth - Networth
2 Lectures
Understanding CIBIL Score & Report
4 Lectures
Risk Analysis & Insurance Planning
8 Lectures
Know about Financial Thumb Rules
9 Lectures
Time Value of Money & Power of Compounding
3 Lectures
Understand & analyses of credit card
4 Lectures
Understand & Analyses of Real estate investment
2 Lectures
Understand loans & its Types
8 Lectures
Understand the Inflation
2 Lectures
Risk Profile
2 Lectures
Asset Allocation
3 Lectures
Understand Financial Goals
3 Lectures
Investment Planning
6 Lectures
Understand what is share market
4 Lectures
Understand Mutual Fund
9 Lectures
Taxation on Various Assets
6 Lectures
Practical Case Study
2 Lectures
Instructor Details
Anandraj Mahor
CERTIFIED FINANCIAL PLANNER CM | B.COM| LL.B| LL.M| MA (ECO)Anandraj Mahor has served in Various Industries Including Real Estate, Legal, and Financial Services for 9 years and has expertise in Financial Planning, Retirement Planning, Insurance, Saving and Investment, Wealth Management, Estate Planning, and Goal-Based Financial Planning.
Anandraj is a Practicing Certified Financial Planner CM. and also holds degrees of LL.M, LL.B, MA (ECO), B. COM and Pursuing his P.hd on the Research Topic "Impact of SEBI RIA Regulations on Advisors and Investors".
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