Money Matters : Financial Planning Primer

Money Matters : Financial Planning Primer

Whether you are an already active investor or a newbie at managing your own money, you need financial planning. According to numerous surveys, people who follow a financial plan are likely to accumulate twice the amount at the time of retirement as compared to people who don’t.

Financial planning helps you build your personal roadmap to meet your life’s money goals. Whatever your wealth goal may be, planning increases the probability of you meeting those financial goals.

In this course, you will learn how to create your own financial plan that can enable you to be financially ready for important life events. The course is written for learners from India but the concepts are universal and can be applied irrespective of where you live or invest. We have included many worksheets you can download and keep using as you begin your financial planning.

The course walks you through a step-by-step learning path that starts with a discussion about basic concepts. Once you understand the basic concepts, we take you through the steps involved in planning your financial future. After building a financial plan, it's time to then put it into action.

The last section in the course is where we work through preparing ourselves financially for important milestones in your life like marriage, house purchase, and providing for your kid’s education. All in all, this single course will give you complete insights into the entire financial planning process and give you a good starting point for your financial planning journey.

Take charge of your financial future - now

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What you will learn

• Fundamentals of financial planning process
• Steps of financial planning process, investment avenues
• How to plan your finances for life events

Rating: 4.125

Level: Beginner Level

Duration: 3.5 hours

Instructor: Proskills Academy