Basics of Financial Planning
This course is designed to provide you with basic knowledge and awareness about critical financial planning tools. It provides an entry door into the finance and investment world by equipping you with key concepts. This course does not require any advanced knowledge of Finance or Investment.
About this course
In this course, you will learn the fundamental principles of financial planning and gain a clear understanding of how to manage your finances effectively to set you on the path of wealth creation. You will be introduced to the key concepts of budgeting, personal cash flow management, building an emergency corpus and basic principles of asset allocation.
The process of Financial planning begins with an awareness of one’s current financial position and life goals.The course talks about ways to quantify these goals clearly. It talks about ways of boosting one’s net worth, exploring investment possibilities, power of compounding, risk profiling and investing strategies.
This course provides an understanding of the world of Finance and Investments through short videos ranging from 1 min to 6 mins, interactive quizzes and case studies. It provides a concise explanation of how to manage your finances to achieve your financial goals and meet your investment objectives.
You will be awarded a Certificate on course completion. You can download or upload the certificate on social media pages and handles.
What you'll learn
- Understand the need for financial planning
- Be able to define Goals and how to meet goals
- Learn Basics about Savings and Investment
- How inflation impacts our savings and value of money
- Understand budgeting. Learn how to control your cash flows
- A starter kit for wealth creation
Instructor
Sujoy Das
Mr. Sujoy Das, co-founder of OAWA, Ex-Head-Fixed Income at Invesco Asset management, has over 25 years of experience in Fixed- Income and currency markets. Managed funds for both domestic and offshore funds. In 2005 and 2012, he was featured amongst the top debt fund managers in the country in a survey conducted by Business Today and Mutualfundsindia.comInstructor
Sujoy Das
Mr. Sujoy Das, co-founder of OAWA, Ex-Head-Fixed Income at Invesco Asset management, has over 25 years of experience in Fixed- Income and currency markets. Managed funds for both domestic and offshore funds. In 2005 and 2012, he was featured amongst the top debt fund managers in the country in a survey conducted by Business Today and Mutualfundsindia.comWho should Enroll
This course is ideal for -- Working professionals from any field who want to learn about financial planning to manage their savings.
- Students who want to acquaint themselves with the basics of Finance and Investment to start their career in Finance.
- Homemakers looking to learn the basics of finance and investment.
- Any person who wants to start saving and investing to meet their future goals like retirement.
Who should Enroll
This course is ideal for -- Working professionals from any field who want to learn about financial planning to manage their savings.
- Students who want to acquaint themselves with the basics of Finance and Investment to start their career in Finance.
- Homemakers looking to learn the basics of finance and investment.
- Any person who wants to start saving and investing to meet their future goals like retirement.