Financial planning for Indians




Financial planning for Indians

Course description

  • Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.)
  • Let the money work for you while you focus on enjoying your life.

Course Objectives

After taking this course, you’ll be able to…

  • Calculate your net worth.
  • Create a monthly budget.
  • Create a personal savings plan.
  • Understand specific investment strategies.
  • Have your questions answered about investing.
  • Know how much and where to save for various goals
  • Get an Excel model for your future reference as well.

What are the requirements?

You must be willing to develop good money habits.

Who is the target audience?

  • Those who are saving for their children’s college education.
  • Those who are currently investing for retirement and want to learn more.
  • Those who want to learn the real cost of working.
  • You should not take this course if you want to get rich quickly.
  • You should not take this course if you think I can guarantee the same results I’ve accomplished.

Manage your money better

Url: View Details

What you will learn
  • Calculate your net worth.
  • Create a monthly budget.
  • Create a personal savings plan.

Rating: 4.65

Level: All Levels

Duration: 2 hours

Instructor: Ankur Kapur, CFA, CFP


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