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In diesem Kurs gibt es 8 Module
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.
This module introduces the fundamental concepts of money, financial awareness, and the banking system. Learners explore how money influences financial decisions and understand the role of banks and basic banking instruments such as cheques, demand drafts, ATMs, credit cards, and internet banking.
Das ist alles enthalten
8 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
8 Videos•Insgesamt 66 Minuten
Introduction to Money Concepts•7 Minuten
Introduction to Money Concepts continued•8 Minuten
Basics of Banking and Types of Accounts•8 Minuten
What is a Cheque•5 Minuten
Details of cheque, DD and ATM•10 Minuten
Details of Credit Card•7 Minuten
Details of Internet Banking•8 Minuten
Introduction to Financial Planning•12 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Understanding Money Concepts•10 Minuten
Traditional Banking Instruments•10 Minuten
Digital Banking Tools•10 Minuten
CFP:01 - The Fundamentals•30 Minuten
Financial Planning Basics
Modul 2•2 Stunden abzuschließen
Moduldetails
This module introduces essential financial planning concepts including compounding, inflation, time value of money, budgeting, and debt management. Learners gain foundational knowledge needed to manage personal finances effectively.
Das ist alles enthalten
8 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
8 Videos•Insgesamt 59 Minuten
Power of Compounding•5 Minuten
Inflation•4 Minuten
Time Value of Money•6 Minuten
Cash Flow & Budgeting•10 Minuten
Cash Flow & Budgeting continued•4 Minuten
Debt management•11 Minuten
Introduction to Risk in Insurance Planning•8 Minuten
Comprehensive Insurance Planning•11 Minuten
4 Aufgaben•Insgesamt 60 Minuten
The Power of Compounding and Inflation•10 Minuten
Cash Flow and Budgeting•10 Minuten
Debt and Risk Introduction•10 Minuten
Financial Planning Basics•30 Minuten
Insurance and Financial Goals
Modul 3•2 Stunden abzuschließen
Moduldetails
This module focuses on financial risk management and insurance planning. Learners explore different types of insurance, premium structures, financial goal setting, and foundational investment concepts such as shares and asset allocation.
This module explores different investment opportunities including mutual funds, real estate, government saving schemes, and debt mutual funds. Learners understand the advantages, risks, and features of various investment options.
Das ist alles enthalten
7 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
7 Videos•Insgesamt 56 Minuten
Types of Mutual Fund•6 Minuten
Real Estate and Cash Investments•9 Minuten
Understanding Small Saving Schemes•6 Minuten
Understanding Small Saving Schemes continued•8 Minuten
Debt Mutual Funds types and features•6 Minuten
Basics of Taxation•10 Minuten
Components of Salary and Income from House Property•10 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Mutual Funds Overview•10 Minuten
Small Savings Schemes•10 Minuten
Debt Funds and Tax Basics•10 Minuten
Investment Options•30 Minuten
Income and Taxation
Modul 5•2 Stunden abzuschließen
Moduldetails
This module introduces income classification, tax systems, retirement planning, and estate planning fundamentals. Learners understand how taxes affect financial planning and how to prepare for long-term financial security.
Das ist alles enthalten
7 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
7 Videos•Insgesamt 51 Minuten
Categories apart from Salary and Income from House Property•9 Minuten
Tax Collection•9 Minuten
Retirement Planning•6 Minuten
Retirement Planning Need in India•7 Minuten
Estate Planning•6 Minuten
Concept of Will•5 Minuten
Estate Planning tools in detail•8 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Income Categories•10 Minuten
Retirement Planning•10 Minuten
Estate Planning Foundations•10 Minuten
Income and Taxation•30 Minuten
Property and Ownership Planning
Modul 6•2 Stunden abzuschließen
Moduldetails
This module explores property ownership, mortgage financing, behavioural finance, annuities, and interest rate calculations. Learners understand how financial decisions are influenced by psychology and investment returns.
Das ist alles enthalten
7 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
7 Videos•Insgesamt 60 Minuten
Concept of Mortgage•10 Minuten
Ways of taking title to Property•9 Minuten
Behavioural Finance•9 Minuten
Time Value of Money explained•12 Minuten
Annuity•9 Minuten
Nominal, Periodic and Effective Annual Return•9 Minuten
Amortization Concept•4 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Property Financing•10 Minuten
Behavioural Finance•10 Minuten
Investment Returns and Annuities•10 Minuten
Property and Ownership Planning•30 Minuten
Loan Calculations and Excel Finance Tools
Modul 7•2 Stunden abzuschließen
Moduldetails
This module introduces financial mathematics and practical financial analysis using spreadsheet tools. Learners practice calculations related to future value, present value, loan payments, and amortization using Excel functions.
Das ist alles enthalten
7 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
7 Videos•Insgesamt 53 Minuten
Practical examples on Amortisation Concept•10 Minuten
Excel Functions to explain Future Value•6 Minuten
Excel Functions to explain Future Value continued•8 Minuten
Excel Functions to explain Present Value•10 Minuten
Excel Functions to explain Annuities•8 Minuten
Excel Functions to explain Perpetuity•7 Minuten
Excel Functions to explain Amortization•5 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Understanding Amortization•10 Minuten
Excel for Future and Present Value•10 Minuten
Excel Financial Functions•10 Minuten
Loan Calculations and Excel Finance Tools•30 Minuten
Financial Analysis and Practical Applications
Modul 8•3 Stunden abzuschließen
Moduldetails
This module integrates financial concepts with real-world financial analysis. Learners review time value of money principles, understand accounting fundamentals, analyze financial statements, and apply asset allocation strategies.
Das ist alles enthalten
13 Videos4 Aufgaben
Infos zu Modulinhalt anzeigen
13 Videos•Insgesamt 101 Minuten
Revision of Time Value of Money concepts•6 Minuten
Revision of Time Value of Money concepts continued•7 Minuten
More revision on Time Value of money•10 Minuten
Capital Revenue Expenses•6 Minuten
Balance Sheet Asset Side•9 Minuten
Balance Sheet Liability Side•9 Minuten
Valuation of Assets and Ratio Analysis•5 Minuten
Overview of Financial Planning•9 Minuten
Risk Analyser Part 1•9 Minuten
Risk Analyser Part 2•8 Minuten
Practical Issues•6 Minuten
Practical Asset allocation•7 Minuten
Practical Asset allocation continued•10 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Time Value of Money Revision•10 Minuten
Accounting and Financial Statements•10 Minuten
Financial Analysis and Practical Planning•10 Minuten
Financial Analysis and Practical Applications•30 Minuten
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