Course description
Comfort Through Financial Planning
We are aware that early planning of finances helps a person to know the essential features of saving for having a better future. It is a step-by-step approach to set financial goals and road map to achieve the same in life. The contents of this course will help a person to improve the avenues of income, rationalisation of expenses and manage investments to achieve financial goals.
Savings is generally understood to be created after netting off all the expenses from the income. But it is the other way around. Ideally, income minus savings should be equal to expenses. By this way, the expenditure will be controlled and futile spending of money on unnecessary things may be curtailed. The change in approach will necessarily lead to increased savings. Warren Buffet’s quote on spending (as given below) talks about seriousness in making genuine expenses.
Upcoming start dates
Suitability - Who should attend?
Prerequisites
There are no prerequisite knowledge requirements for enrolling in this course.
Outcome / Qualification etc.
What you'll learn
- Introduction to Financial Planning & tools to plan your financials
- Investment Planning: Benefits
- Various Investment Instruments
- Insurance Planning: Life and Health Insurance
- Tax Planning: Benefits
- How to Plan for Tax Savings
- Retirement Planning & Estate Planning
Training Course Content
- Introduction to Financial Planning
- Investment Planning
- Tax Planning
- Insurance Planning
- Retirement & Estate Planning
Course delivery details
This course is offered through State Bank of India, a partner institute of EdX.
8-10 hours per week
Expenses
- Verified Track -$149
- Audit Track - Free