Financial planning for Indians

Course Feature

Cost

Paid
Provider

Udemy
Certificate

Paid Certification
Language

English
Start Date

2019-12-29
Learners

No Information
Duration

No Information
Instructor

Ankur Kapur, CFA, CFP

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4.4

796 Ratings

This course is designed to help Indians manage their personal finances and build a secure financial future. It covers topics such as calculating net worth, creating a budget, creating a savings plan, understanding investment strategies, and more. Participants will learn how to save for retirement, save for personal goals, and make their money work for them. The course is suitable for those who are saving for their children’s college education, currently investing for retirement, and want to learn the real cost of working. It is not suitable for those who want to get rich quickly or guarantee the same results.

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Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [July 25th, 2023]

This course is designed to help Indians manage their personal finances and build a secure financial future. Participants will learn how to calculate their net worth, create a monthly budget, create a personal savings plan, understand specific investment strategies, and have their questions answered about investing. Additionally, participants will receive an Excel model for future reference.

The target audience for this course are those who are saving for their children’s college education, those who are currently investing for retirement and want to learn more, and those who want to learn the real cost of working. This course is not suitable for those who are looking to get rich quickly or those who expect guaranteed results.

Course Syllabus

Introduction

Basics of financial planning

Investment options

Some maths

How to reach your objectives

Best practices

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