Personal Financial Planning (Indian version)
Personal financial planning is essential for success in India. This guide provides an overview of the key steps to take in order to ensure a secure financial future. With the right strategies, individuals can play the financial planning game correctly. ▼
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Course Feature
Cost:
Free
Provider:
Udemy
Certificate:
No Information
Language:
English
Course Overview
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Updated in [March 06th, 2023]
This course provides an overview of personal financial planning in India. It is designed for individuals who are interested in understanding the fundamentals of financial planning and tracking their investments. The course covers topics such as budgeting, debt management, insurance, investments, retirement planning, and tax planning. Participants will gain an understanding of the various financial instruments available in India and how to use them to their advantage. They will also learn how to create a financial plan that meets their individual needs and goals. Additionally, the course will provide guidance on how to streamline tax planning and maximize returns. By the end of the course, participants will have the knowledge and skills to make informed decisions about their personal finances.
[Applications]
The application of this course can be seen in the following ways:
Individuals in India can use the knowledge gained from this course to better manage their personal finances. They can use the information to track their investments, streamline their tax planning, and make informed decisions about their financial future. Additionally, they can use the course to learn the fundamentals of financial planning and develop a comprehensive financial plan. With this knowledge, they can make more informed decisions about their investments and financial goals.
[Career Paths]
1. Financial Planner: Financial planners help individuals and businesses create and manage their financial plans. They provide advice on investments, taxes, retirement planning, estate planning, insurance, and other financial topics. Financial planners are in high demand as more people become aware of the importance of financial planning.
2. Investment Advisor: Investment advisors provide advice on investments and help clients make informed decisions about their investments. They analyze financial markets and recommend investments that are suitable for their clients. Investment advisors are in high demand as more people become interested in investing their money.
3. Tax Consultant: Tax consultants provide advice on tax planning and compliance. They help individuals and businesses understand the tax laws and regulations and ensure that they are in compliance with them. Tax consultants are in high demand as more people become aware of the importance of tax planning.
4. Financial Analyst: Financial analysts provide advice on investments and analyze financial markets. They analyze financial data and make recommendations on investments and other financial decisions. Financial analysts are in high demand as more people become interested in investing their money.
[Education Paths]
1. Bachelor of Commerce (B.Com): This degree provides a comprehensive understanding of the fundamentals of financial planning, including accounting, taxation, investments, and financial management. It also provides an understanding of the Indian taxation system and the various investment options available to Indian taxpayers. The degree also provides an understanding of the legal and regulatory framework governing financial planning in India.
2. Master of Business Administration (MBA): This degree provides a comprehensive understanding of the principles of financial planning, including financial analysis, portfolio management, and risk management. It also provides an understanding of the Indian taxation system and the various investment options available to Indian taxpayers. The degree also provides an understanding of the legal and regulatory framework governing financial planning in India.
3. Chartered Financial Analyst (CFA): This degree provides a comprehensive understanding of the principles of financial planning, including financial analysis, portfolio management, and risk management. It also provides an understanding of the Indian taxation system and the various investment options available to Indian taxpayers. The degree also provides an understanding of the legal and regulatory framework governing financial planning in India.
4. Certified Financial Planner (CFP): This degree provides a comprehensive understanding of the principles of financial planning, including financial analysis, portfolio management, and risk management. It also provides an understanding of the Indian taxation system and the various investment options available to Indian taxpayers. The degree also provides an understanding of the legal and regulatory framework governing financial planning in India.
The demand for financial planning professionals is increasing in India due to the growing awareness of the importance of financial planning and the increasing complexity of the Indian taxation system. As such, these degree paths are becoming increasingly popular among Indian taxpayers who want to gain a comprehensive understanding of the fundamentals of financial planning. Furthermore, the development of new technologies and the emergence of new financial products are creating new opportunities for financial planners in India.
Course Syllabus
Pillars of Financial Planning
Magic of compounding
Life insurance for self
Health Insurance for self
Parental health insurance
Mutual Fund sahi he ?
PPF, NSC, VVY,etc. - I (Playing PPF correctly-I)
PPF -II (Playing PPF correctly)
NPS (Using NPS effectively)
Taxation
Should you buy a home ?
Pros & Cons
Good overview of financial investment options
Clear commentary without background music
Basics of financial planning and investing
Life changer and life saver
Motivated to research and learn
Course too compact to understand concepts
Started from too advanced level
Some terms were alien to learners
Course Provider
Provider Udemy's Stats at AZClass
Discussion and Reviews
0.0 (Based on 0 reviews)
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3. Which of the following is NOT a target audience for the course?
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