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Personal Finance and Investment Strategies · LearnSpace
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Personal Finance and Investment Strategies

Курс от EDUCBA
Уровень не указан≈ 17.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Build practical personal finance and investment skills to manage money smarter, evaluate investment opportunities, and create long-term financial plans with confidence. Learn budgeting, investing, taxation, insurance, and financial analysis through real-world applications. This course provides a comprehensive introduction to personal finance, investment planning, and financial decision-making. You’ll begin by understanding money concepts, banking systems, and digital financial tools before progressing to budgeting, debt management, inflation, compounding, and time value of money principles that shape everyday financial choices. As the course advances, you’ll explore risk management through insurance, goal-based financial planning, and diversified investment strategies including shares, mutual funds, real estate, debt funds, and government savings schemes. You’ll also learn how taxation, retirement planning, estate planning, mortgages, and behavioural finance influence long-term financial outcomes. Practical sections introduce financial calculations using spreadsheet tools, including future value, present value, loan payments, and amortization analysis. The course also connects financial planning with real-world financial statement analysis and asset allocation strategies to support informed investment decisions. What makes this course unique is its step-by-step integration of financial theory with practical financial tools and real-life applications. By the end of the course, you’ll be able to confidently manage personal finances, evaluate investments, analyze financial risks, and build sustainable financial plans for long-term wealth creation and financial security.

Навыки, которые вы освоите

Financial PlanningPortfolio ManagementFinancial AnalysisBudgetingInsuranceReal EstateInvestment ManagementRisk ManagementFinanceInvestmentsProperty and Real EstateBalance SheetTaxFinancial ManagementIncome TaxGeneral FinanceTax PlanningFinancial Statement AnalysisWealth ManagementFinancial Statements

Программа курса

8 модулей · 99 учебных материалов

01Foundations of Money & Banking14 материалов

Understanding Money Concepts

Introduction to Money ConceptsВидеоIntroduction to Money Concepts continuedВидеоBasics of Banking and Types of AccountsВидеоUnderstanding Money ConceptsЗадание

Traditional Banking Instruments

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EDUCBA

Преподаватель курса

Personal Finance and Investment Strategies
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 17.9 ч

8 модулей

Язык: Английский

Часть программы вашего университета
What is a ChequeВидео
Details of cheque, DD and ATMВидео
Traditional Banking InstrumentsЗадание

Digital Banking Tools

Details of Credit CardВидеоDetails of Internet BankingВидеоIntroduction to Financial PlanningВидеоDigital Banking ToolsЗаданиеAdvising a Client on Everyday Banking and Money ManagementDIALOGUECFP:01 - The FundamentalsЗаданиеGuiding a Client Through Basic Banking and Money ManagementDIALOGUE
02Financial Planning Basics12 материалов

The Power of Compounding and Inflation

Power of CompoundingВидеоInflationВидеоTime Value of MoneyВидеоThe Power of Compounding and InflationЗадание

Cash Flow and Budgeting

Cash Flow & BudgetingВидеоCash Flow & Budgeting continuedВидеоCash Flow and BudgetingЗадание

Debt and Risk Introduction

Debt managementВидеоIntroduction to Risk in Insurance PlanningВидеоComprehensive Insurance PlanningВидеоDebt and Risk IntroductionЗаданиеFinancial Planning BasicsЗадание
03Insurance and Financial Goals11 материалов

Insurance Planning Fundamentals

Comprehensive Insurance Planning continuedВидеоBreakup of Insurance PremiumВидеоInsurance Planning FundamentalsЗадание

Setting Financial Goals

Writing of Financial GoalsВидеоConcepts of Shares explainedВидеоAsset AllocationВидеоSetting Financial GoalsЗадание

Portfolio Diversification

Asset Allocation continuedВидеоMutual Funds and its advantagesВидеоPortfolio DiversificationЗаданиеManaging Debt & RiskЗадание
04Investment Options11 материалов

Mutual Funds Overview

Types of Mutual FundВидеоReal Estate and Cash InvestmentsВидеоMutual Funds OverviewЗадание

Small Savings Schemes

Understanding Small Saving SchemesВидеоUnderstanding Small Saving Schemes continuedВидеоSmall Savings SchemesЗадание

Debt Funds and Tax Basics

Debt Mutual Funds types and featuresВидеоBasics of TaxationВидеоComponents of Salary and Income from House PropertyВидеоDebt Funds and Tax BasicsЗаданиеInvestment OptionsЗадание
05Income and Taxation11 материалов

Income Categories

Categories apart from Salary and Income from House PropertyВидеоTax CollectionВидеоIncome CategoriesЗадание

Retirement Planning

Retirement PlanningВидеоRetirement Planning Need in IndiaВидеоRetirement PlanningЗадание

Estate Planning Foundations

Estate PlanningВидеоConcept of WillВидеоEstate Planning tools in detailВидеоEstate Planning FoundationsЗаданиеIncome and TaxationЗадание
06Property and Ownership Planning11 материалов

Property Financing

Concept of MortgageВидеоWays of taking title to PropertyВидеоProperty FinancingЗадание

Behavioural Finance

Behavioural FinanceВидеоTime Value of Money explainedВидеоBehavioural FinanceЗадание

Investment Returns and Annuities

AnnuityВидеоNominal, Periodic and Effective Annual ReturnВидеоAmortization ConceptВидеоInvestment Returns and AnnuitiesЗаданиеProperty and Ownership PlanningЗадание
07Loan Calculations and Excel Finance Tools11 материалов

Understanding Amortization

Practical examples on Amortisation ConceptВидеоExcel Functions to explain Future ValueВидеоUnderstanding AmortizationЗадание

Excel for Future and Present Value

Excel Functions to explain Future Value continuedВидеоExcel Functions to explain Present ValueВидеоExcel for Future and Present ValueЗадание

Excel Financial Functions

Excel Functions to explain AnnuitiesВидеоExcel Functions to explain PerpetuityВидеоExcel Functions to explain AmortizationВидеоExcel Financial FunctionsЗаданиеLoan Calculations and Excel Finance ToolsЗадание
08Financial Analysis and Practical Applications18 материалов

Time Value of Money Revision

Revision of Time Value of Money conceptsВидеоRevision of Time Value of Money concepts continuedВидео Time Value of Money RevisionЗадание

Accounting and Financial Statements

More revision on Time Value of moneyВидеоCapital Revenue ExpensesВидеоBalance Sheet Asset SideВидеоAccounting and Financial StatementsЗадание

Financial Analysis and Practical Planning

Balance Sheet Liability SideВидеоValuation of Assets and Ratio AnalysisВидеоOverview of Financial PlanningВидеоRisk Analyser Part 1ВидеоRisk Analyser Part 2ВидеоPractical IssuesВидео
Practical Asset allocationВидео
Practical Asset allocation continuedВидео
Financial Analysis and Practical PlanningЗадание
Financial Analysis and Practical ApplicationsЗадание
Designing a Comprehensive Personal Financial Plan for a ClientDIALOGUE