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Financial Planning

Курс от Indian School of Business
Начальный≈ 22.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course aims to furnish learners with the essential knowledge necessary for comprehending financial statements, financial markets, economic dynamics, and the construction of investment portfolios. The programme's first module serves as an introductory session, elucidating fundamental finance terminologies, and the imperative nature of financial planning. Additionally, it also offers the strategic insights into prudent management of loans and credit to evade potential debt pitfalls. Subsequently, the second module delves into the pathways leading to financial independence. The third module scrutinizes on the various streams of income, exploring their diverse forms and implications. In the fourth module, participants will acquire a comprehensive understanding of investment fundamentals, encompassing an array of investment vehicles and available avenues for deployment. Modules five and six are dedicated to elucidating the rudiments of life and health insurance, as well as strategies for effective tax planning. At the culmination of this course, the participants develop a holistic understanding of financial planning, enabling them to navigate the intricacies of financial management with confidence and proficiency. Who should take this course? This program offers valuable insights to learners who are looking to explore their personal financial landscape in a systematic manner and to grasp the implications of broader economic factors such as taxation and inflation. What do you need to know before taking this course? While the modules related to financial independence, investing, insurance, and taxation are designed to be comprehensive, any pre-existing knowledge in these areas could enrich the learner’s experience, although it is not mandatory.

Навыки, которые вы освоите

Financial PlanningTax PlanningEquitiesInvestmentsInsuranceIncome TaxFinancial MarketPortfolio ManagementLoansFinancial ManagementTaxGeneral FinanceIncome Statement

Программа курса

7 модулей · 120 учебных материалов

01Welcome to Financial Planning11 материалов

Course Instructors

An Introduction to the Financial Planning ProgramВидео Introduction to Program Instructor - Professor Prasanna TantriЧтениеCourse Structure & Syllabus ЧтениеMeet Your Instructor - Anand SekharЧтение

Учитесь у экспертов

Hemant Gupta

Преподаватель курса

Karan Mehta

Преподаватель курса

Sumanth Karlapudi

Преподаватель курса

Prasanna Tantri

Associate Professor of Finance

Anand Shekhar

Преподаватель курса

Financial Planning
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Обучение на Coursera

≈ 22.4 ч

7 модулей

Язык: Английский

Субтитры: Дари, Казахский, Пушту

Часть программы вашего университета
Meet Your Instructor - Karan MehtaЧтение
Meet Your Instructor - Nayan SabooЧтение
Meet Your Instructor - Hemanth GuptaЧтение
Meet Your Instructor - Mandeep GillЧтение
Meet Your Instructor - Sumanth KЧтение
Honour CodeЧтение
Introduce YourselfОбсуждение
02Introduction to Financial Planning and Financial Terms 31 материалов

Learning Activities

Financial PlanningВидеоSignificance of Financial PlanningВидеоKey Components of a Financial PlanВидеоConcept Behind Saving MoneyВидеоSavings for EmergenciesВидеоSavings for RetirementВидеоRetirement Savings Options in IndiaВидеоPlanning for Children's EducationВидеоChannelizing savings into investment(s)ВидеоInvestment Options Available to An IndividualВидеоAssets & LiabilitiesВидеоInflationВидеоTime Value of MoneyВидеоCompoundingВидеоMarket CyclesВидеоMonetary PolicyВидеоIntroduction to IPO_Part 1ВидеоIntroduction to IPO_Part 2ВидеоBenefits of Going Public through an IPOВидеоRisks Associated with an IPOВидеоFactors to evaluate an IPOВидеоLoansВидеоTerminologies related to LoansВидеоLoan ProcessingВидеоAmortization ScheduleВидеоGood vs Bad LoansВидеоCredit CardsВидеоCredit ScoreВидеоRecommended Reading for this ModuleЧтениеAssignment 1ЗаданиеAssessment - 1Задание
03Roadmap to Financial Independence4 материалов

Learning Activities

Roadmap to Financial IndependenceВидеоRecommended Books for ReadingЧтениеAssignment 2ЗаданиеAssessment - 2Задание
04Sources of Income7 материалов

Learning Activities

Income and its typesВидеоEvolution of Income and its JourneyВидеоBusiness Income and Investment IncomeВидеоOther Income SourcesВидеоRecommended Readings for this ModuleЧтениеAssignment 3ЗаданиеAssessment - 3Задание
05Types of Investment Vehicles and Avenues to Investing44 материалов

Learning Activities

IntroductionВидеоDefinition of MoneyВидеоFinancial FreedomВидеоFinancial LiteracyВидеоNeed for Financial PlanningВидеоWealth PlanningВидеоSteps of Financial Plan_Part 1ВидеоSteps of Financial Plan_Part 2ВидеоGoal Based InvestingВидеоAsset AllocationВидеоPower of CompoundingВидеоDrafting a Financial PlanВидеоFinancial Plan_TableВидеоInvesting ProductsВидеоRisksВидеоFixed DepositsВидеоRecurring DepositsВидеоPublic Provident FundВидеоSukanya Samriddhi Yojna (SSY)ВидеоSenior Citizen Savings SchemeВидеоNational Savings Certificate (NSC)ВидеоKisan Vikas Patra (KVP)ВидеоRBI Floating rate Savings BondВидеоMahila Samman Bachat PatraВидеоCompany DepositsВидеоSovereign Gold Bonds (SGBs)ВидеоCorporate Bond and DebenturesВидеоNational Pension SchemeВидеоStock and EquityВидеоMutual FundВидеоSEBI CategorizationВидеоDo’s and Don’t of Mutual FundВидеоSize of the FundВидеоLife Insurance - A good InvestmentВидеоReits & InvitsВидеоPortfolio Management ServicesВидеоAlternative Investment FundВидеоCryptocurrency_an asset and an investmentВидеоResistance to Long term InvestmentВидеоRent vs BuyВидеоInvesting is not a number gameВидеоRecommended Reading for this ModuleЧтениеAssignment 4ЗаданиеAssessment - 4Задание
06Understanding Life and Health Insurance19 материалов

Learning Activities

Insurance, Life Insurance and Its NeedsВидеоIdeal Life Insurance CoverВидеоTypes of Life Insurance Policies in IndiaВидеоUnderstanding Term InsuranceВидеоRiders available with Term InsuranceВидеоPremium Payment OptionsВидеоPointers to avoid Claim RejectionВидеоParameters to choose the Life Insurance CompanyВидеоHealth Insurance and its needsВидеоIdeal Health Insurance CoverВидеоClassification of Health Insurance PoliciesВидеоClauses in Health Insurance planВидеоWaiting Period and its typesВидеоTop-up vs Super Top-up Restoration of Base CoverВидеоImportant Features of Health Insurance PolicyВидеоParameters to choose the Health Insurance CompanyВидеоRecommended Reading for this ModuleЧтениеAssignment 5ЗаданиеAssessment - 5Задание
07Tax Planning4 материалов

Learning Activities

TaxationВидеоRecommended Reading for this ModuleЧтениеAssignment 6ЗаданиеAssessment - Tax PlanningЗадание