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Tax Planning and Wealth Management Basics

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Tax Planning and Wealth Management Basics

Dieser Kurs ist Teil von Spezialisierung „Financial Planning and Wealth Management“

Dozent: EDUCBA

Bei enthalten

Mehr erfahren

9 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

2 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

9 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

2 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Apply taxation rules to calculate income tax, capital gains, and deductions.
Evaluate tax-saving and estate planning strategies for wealth management.
Develop goal-based financial plans using practical financial analysis tools.

Kompetenzen, die Sie erwerben

Kategorie: Wealth Management
Kategorie: Financial Planning
Kategorie: Tax Planning
Kategorie: Depreciation
Kategorie: Insurance
Kategorie: Income Tax
Kategorie: Tax Management
Kategorie: Tax Compliance
Kategorie: Estate Planning
Kategorie: Goal Setting
Kategorie: Financial Data
Kategorie: Tax Laws
Kategorie: Asset Management
Kategorie: Tax

Werkzeuge, die Sie lernen werden

Kategorie: Microsoft Excel

Wichtige Details

Zertifikat zur Vorlage

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Mai 2026

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36 Aufgaben

Unterrichtet in Englisch

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Dieser Kurs ist Teil der Spezialisierung Spezialisierung „Financial Planning and Wealth Management“

Wenn Sie sich für diesen Kurs anmelden, werden Sie auch für diese Spezialisierung angemeldet.

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Erwerben Sie berufsrelevante Kompetenzen durch praktische Projekte
Erwerben Sie ein Berufszertifikat zur Vorlage

In diesem Kurs gibt es 9 Module

Learn how to optimize wealth, reduce tax liability, and design effective financial plans using practical taxation and estate planning strategies. Build real-world skills in tax calculation, retirement planning, capital gains analysis, and wealth protection.

This course provides a comprehensive introduction to taxation, estate planning, and financial planning concepts used in personal and business financial management. You’ll learn how taxation systems operate, how income is classified, and how individuals and businesses apply tax-saving strategies to improve financial outcomes and long-term wealth creation. Throughout the course, you’ll explore retirement planning concepts, pension reforms, estate planning tools, insurance-based tax benefits, and wealth transfer strategies that support long-term financial security. The course also examines capital gains taxation, salary and property taxation, depreciation rules, and business income calculations used in financial decision-making and compliance planning. Advanced modules introduce tax planning strategies, legal taxation frameworks, advance tax provisions, employee tax benefits, and business restructuring concepts. Through practical case studies and Excel-based financial planning exercises, learners gain hands-on experience evaluating assets, liabilities, investment strategies, and goal-based financial plans. What makes this course unique is its integrated approach that combines taxation, estate planning, and practical financial analysis within one structured learning journey. By the end of the course, you’ll be able to confidently apply taxation concepts, evaluate tax-efficient strategies, support wealth management decisions, and design effective long-term financial plans for individuals and businesses.

Moduldetails

This module introduces the fundamental concepts of taxation and retirement planning. Learners explore how tax systems operate, how income sources are categorized, and how individuals can estimate retirement needs and income streams while understanding the role of pension reforms in long-term financial security.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 76 Minuten

Taxation Basics7 Minuten
Mode of set off Carry Forward10 Minuten
Carry Forward and set off Business Losses4 Minuten
Estimating Retirement Expenses9 Minuten
Retirement Income Streams12 Minuten
Pension Sector Reforms10 Minuten
Need for Pension Reforms9 Minuten
The Reform Process5 Minuten
Concept of Estate Planning9 Minuten

4 AufgabenInsgesamt 60 Minuten

Foundations of Taxation and Retirement Planning30 Minuten
Fundamentals of Taxation10 Minuten
Understanding Retirement Needs10 Minuten
Pension Reforms and Policy Evolution10 Minuten

This module introduces estate planning concepts and explores the tools used to manage and transfer wealth effectively. Learners also examine key tax-saving provisions including deductions, insurance benefits, and investment incentives that help individuals legally reduce tax liability.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 58 Minuten

Power of Attorney6 Minuten
Introduction to Estate Planning6 Minuten
Estate Planning Tools & Strategies5 Minuten
Tax Saving Sections Overview10 Minuten
Key Tax Saving Deductions5 Minuten
Life Insurance5 Minuten
Tuition Fee5 Minuten
Medical Insurance9 Minuten
Rajiv Gandhi Equity Saving Scheme7 Minuten

4 AufgabenInsgesamt 60 Minuten

Estate Planning and Wealth Protection30 Minuten
Estate Planning Essentials10 Minuten
Tax Saving Provisions10 Minuten
Additional Tax Saving Opportunities10 Minuten

This module focuses on the taxation of capital assets and the computation of capital gains. Learners understand the treatment of agricultural land, short-term and long-term capital gains, and the importance of cost of acquisition in determining taxable profits from asset transactions.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 65 Minuten

Donation to Political Parties10 Minuten
Tax on Capital Gains9 Minuten
Agricultural Land Tax Rules8 Minuten
Tax Treatment of Agricultural Land8 Minuten
Computation of STCG10 Minuten
Computation of LTCG7 Minuten
Cost of Acquisition Basics3 Minuten
Adjusted Cost of Acquisition2 Minuten
Income from House Property7 Minuten

4 AufgabenInsgesamt 60 Minuten

Taxation on Capital Gains and Assets30 Minuten
Donations and Capital Gains10 Minuten
Agricultural Land and Capital Gain Calculations10 Minuten
Cost of Acquisition in Capital Gains10 Minuten

This module examines taxation under the heads of income from house property and salary. Learners explore net annual value calculations, rental income treatment, allowances, perquisites, and various salary components that affect taxable income.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 70 Minuten

House Property10 Minuten
Net Annual Value5 Minuten
House Property which is Part of the Year Let6 Minuten
Income from Salary9 Minuten
Allowances12 Minuten
Perquisites9 Minuten
Valuation of Perquisites6 Minuten
Taxation Theory in detail8 Minuten
Compensation on V.R.S.4 Minuten

4 AufgabenInsgesamt 60 Minuten

Taxation of Property and Salary Income30 Minuten
Understanding House Property Income10 Minuten
Salary Income Structure10 Minuten
Perquisite Valuation and Tax Theory10 Minuten

This module focuses on the computation of profits and gains from business or profession. Learners study depreciation rules, proportionate depreciation, allowable deductions, and special provisions for business expenditure and research activities.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 61 Minuten

Leave Encasement8 Minuten
Income from Other Sources3 Minuten
Amount not Deductible6 Minuten
Business Income Basics11 Minuten
Business Income Computation4 Minuten
Depreciation Concepts5 Minuten
Proportionate Depreciation Calculation10 Minuten
Expenditure on Scientific Research7 Minuten
Specified Business Expenditure Rules6 Minuten

4 AufgabenInsgesamt 60 Minuten

Income from Various Sources30 Minuten
Salary Related Benefits10 Minuten
Business Income Taxation10 Minuten
Depreciation and Research Expenditure10 Minuten

This module introduces tax planning strategies and explains how financial planners analyze client data to develop effective tax optimization solutions. Learners also explore business restructuring and the importance of legal compliance in tax management.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 65 Minuten

Deduction for Specified Businesses5 Minuten
Special Reserve8 Minuten
Tax Planning Case Study Overview5 Minuten
Client Tax Planning Analysis9 Minuten
Tax Planning Strategy Development5 Minuten
Final Tax Planning Recommendations10 Minuten
Specified Business4 Minuten
Business Re Organization9 Minuten
Tax Planning, Tax Evasion and Tax Avoidance10 Minuten

4 AufgabenInsgesamt 60 Minuten

Business Taxation and Tax Planning Concepts30 Minuten
Business Deductions and Reserves10 Minuten
Client Tax Planning Process10 Minuten
Business Restructuring and Compliance10 Minuten

This module explains the legal foundations of taxation, including definitions, legislative provisions, and classification of income. Learners explore retrospective legislation, fringe benefits, and the treatment of agricultural income within the legal tax framework.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 66 Minuten

Provisions of Law3 Minuten
Short Term and Long Term10 Minuten
Areas of Tax Planning7 Minuten
Retrospective Legislation6 Minuten
The Scope of Definitions of those Term1 Minute
Company8 Minuten
Income Includes6 Minuten
Fringe Benefits13 Minuten
Agricultural Income10 Minuten

4 AufgabenInsgesamt 60 Minuten

Graded - Legal Framework of Taxation30 Minuten
Legal Provisions and Definitions10 Minuten
Legislative and Regulatory Framework10 Minuten
Income and Tax Components10 Minuten

This module focuses on advance tax provisions, income tax rules, and tax rates. Learners also explore tax benefits available to salaried individuals and strategies to maximize deductions while maintaining compliance with tax regulations.

Das ist alles enthalten

9 Videos4 Aufgaben

9 VideosInsgesamt 66 Minuten

Advance Tax Basics5 Minuten
Advance Tax Calculation & Due Dates8 Minuten
Taxability of non-resident under the Income Tax7 Minuten
Relevant Income Tax Rules8 Minuten
Tax Rate6 Minuten
Tax Benefits for Salaried Employees6 Minuten
Additional Salary Tax Benefits6 Minuten
Maximizing Salary Tax Deductions12 Minuten
Comprehensive Child Planner8 Minuten

4 AufgabenInsgesamt 60 Minuten

Advance Tax and Employee Benefits30 Minuten
Advance Tax System10 Minuten
Tax Rules and Tax Rates10 Minuten
Salary Tax Optimization10 Minuten

This module applies taxation and financial planning concepts through case studies and practical financial planning tools. Learners analyze client financial data, evaluate asset allocation strategies, and use Excel-based models to solve goal-based financial planning problems.