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.
Coursera PlusMonthly 3 个月 课程4 折优惠 ,让你轻松掌握闪耀技能。立即节省

您将学到什么
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.
要了解的详细信息

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May 2026
36 项作业
了解顶级公司的员工如何掌握热门技能

该课程共有9个模块
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.
涵盖的内容
9个视频4个作业
9个视频•总计76分钟
- Taxation Basics•7分钟
- Mode of set off Carry Forward•10分钟
- Carry Forward and set off Business Losses•4分钟
- Estimating Retirement Expenses•9分钟
- Retirement Income Streams•12分钟
- Pension Sector Reforms•10分钟
- Need for Pension Reforms•9分钟
- The Reform Process•5分钟
- Concept of Estate Planning•9分钟
4个作业•总计60分钟
- Foundations of Taxation and Retirement Planning•30分钟
- Fundamentals of Taxation•10分钟
- Understanding Retirement Needs•10分钟
- Pension Reforms and Policy Evolution•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计58分钟
- Power of Attorney•6分钟
- Introduction to Estate Planning•6分钟
- Estate Planning Tools & Strategies•5分钟
- Tax Saving Sections Overview•10分钟
- Key Tax Saving Deductions•5分钟
- Life Insurance•5分钟
- Tuition Fee•5分钟
- Medical Insurance•9分钟
- Rajiv Gandhi Equity Saving Scheme•7分钟
4个作业•总计60分钟
- Estate Planning and Wealth Protection•30分钟
- Estate Planning Essentials•10分钟
- Tax Saving Provisions•10分钟
- Additional Tax Saving Opportunities•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计65分钟
- Donation to Political Parties•10分钟
- Tax on Capital Gains•9分钟
- Agricultural Land Tax Rules•8分钟
- Tax Treatment of Agricultural Land•8分钟
- Computation of STCG•10分钟
- Computation of LTCG•7分钟
- Cost of Acquisition Basics•3分钟
- Adjusted Cost of Acquisition•2分钟
- Income from House Property•7分钟
4个作业•总计60分钟
- Taxation on Capital Gains and Assets•30分钟
- Donations and Capital Gains•10分钟
- Agricultural Land and Capital Gain Calculations•10分钟
- Cost of Acquisition in Capital Gains•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计70分钟
- House Property•10分钟
- Net Annual Value•5分钟
- House Property which is Part of the Year Let•6分钟
- Income from Salary•9分钟
- Allowances•12分钟
- Perquisites•9分钟
- Valuation of Perquisites•6分钟
- Taxation Theory in detail•8分钟
- Compensation on V.R.S.•4分钟
4个作业•总计60分钟
- Taxation of Property and Salary Income•30分钟
- Understanding House Property Income•10分钟
- Salary Income Structure•10分钟
- Perquisite Valuation and Tax Theory•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计61分钟
- Leave Encasement•8分钟
- Income from Other Sources•3分钟
- Amount not Deductible•6分钟
- Business Income Basics•11分钟
- Business Income Computation•4分钟
- Depreciation Concepts•5分钟
- Proportionate Depreciation Calculation•10分钟
- Expenditure on Scientific Research•7分钟
- Specified Business Expenditure Rules•6分钟
4个作业•总计60分钟
- Income from Various Sources•30分钟
- Salary Related Benefits•10分钟
- Business Income Taxation•10分钟
- Depreciation and Research Expenditure•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计65分钟
- Deduction for Specified Businesses•5分钟
- Special Reserve•8分钟
- Tax Planning Case Study Overview•5分钟
- Client Tax Planning Analysis•9分钟
- Tax Planning Strategy Development•5分钟
- Final Tax Planning Recommendations•10分钟
- Specified Business•4分钟
- Business Re Organization•9分钟
- Tax Planning, Tax Evasion and Tax Avoidance•10分钟
4个作业•总计60分钟
- Business Taxation and Tax Planning Concepts•30分钟
- Business Deductions and Reserves•10分钟
- Client Tax Planning Process•10分钟
- Business Restructuring and Compliance•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计66分钟
- Provisions of Law•3分钟
- Short Term and Long Term•10分钟
- Areas of Tax Planning•7分钟
- Retrospective Legislation•6分钟
- The Scope of Definitions of those Term•1分钟
- Company•8分钟
- Income Includes•6分钟
- Fringe Benefits•13分钟
- Agricultural Income•10分钟
4个作业•总计60分钟
- Graded - Legal Framework of Taxation•30分钟
- Legal Provisions and Definitions•10分钟
- Legislative and Regulatory Framework•10分钟
- Income and Tax Components•10分钟
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.
涵盖的内容
9个视频4个作业
9个视频•总计66分钟
- Advance Tax Basics•5分钟
- Advance Tax Calculation & Due Dates•8分钟
- Taxability of non-resident under the Income Tax•7分钟
- Relevant Income Tax Rules•8分钟
- Tax Rate•6分钟
- Tax Benefits for Salaried Employees•6分钟
- Additional Salary Tax Benefits•6分钟
- Maximizing Salary Tax Deductions•12分钟
- Comprehensive Child Planner•8分钟
4个作业•总计60分钟
- Advance Tax and Employee Benefits•30分钟
- Advance Tax System•10分钟
- Tax Rules and Tax Rates•10分钟
- Salary Tax Optimization•10分钟
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.
涵盖的内容
12个视频4个作业
12个视频•总计89分钟
- Retirement Planner•6分钟
- Recurring Goal•8分钟
- Instruction and Note•7分钟
- Client Financial Assumptions•8分钟
- Income & Expense Analysis•5分钟
- Assets, Investment Assets and Liabilities•12分钟
- Insurance, Goals, Asset Allocation for Goals•6分钟
- Retirement Planning Problem Solved•11分钟
- Insurance Need Analysis, Saving for goals, Goal wise Fund Allocation•7分钟
- Portfolio Reshuffle Case Study•7分钟
- Goal-Based Portfolio Adjustment•7分钟
- Goal 2 Excel Sheet Problems Solved with Cell wise Formula•6分钟
4个作业•总计60分钟
- Financial Planning Applications and Case Studies•30分钟
- Planning Tools and Goal Planning•10分钟
- Client Financial Analysis•10分钟
- Portfolio and Goal Planning Case Studies•10分钟
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