Master personal finance management and investment strategies. Learn to build financial independence through effective planning and informed decision-making.
Master personal finance management and investment strategies. Learn to build financial independence through effective planning and informed decision-making.
This comprehensive course from Indian School of Business equips learners with essential knowledge of financial planning, markets, and investment management. The curriculum covers fundamental concepts through advanced topics including financial independence, investment vehicles, insurance management, and tax planning. Students learn practical strategies for managing personal finances, building investment portfolios, and creating long-term financial security through systematic planning and informed decision-making.
4.7
(15 ratings)
1,799 already enrolled
Instructors:
English
What you'll learn
Develop strategies for financial independence
Manage personal finance effectively
Understand various investment products
Create balanced investment portfolios
Implement tax planning strategies
Master insurance management principles
Skills you'll gain
This course includes:
520 Minutes PreRecorded video
6 assignments
Access on Mobile, Tablet, Desktop
FullTime access
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There are 7 modules in this course
Through seven comprehensive modules, this course provides thorough coverage of personal financial planning. Topics range from basic financial concepts to advanced investment strategies, including financial independence pathways, diverse income sources, investment vehicles, insurance planning, and tax management. The curriculum combines theoretical knowledge with practical applications for effective financial decision-making.
Welcome to Financial Planning
Module 1 · 1 Hours to complete
Introduction to Financial Planning and Financial Terms
Module 2 · 2 Hours to complete
Roadmap to Financial Independence
Module 3 · 1 Hours to complete
Sources of Income
Module 4 · 1 Hours to complete
Types of Investment Vehicles and Avenues to Investing
Module 5 · 5 Hours to complete
Understanding Life and Health Insurance
Module 6 · 2 Hours to complete
Tax Planning
Module 7 · 1 Hours to complete
Fee Structure
Payment options
Financial Aid
Instructors
Distinguished Corporate Finance Scholar and Academic Researcher
Anand Shekhar is pursuing his Ph.D. in Finance at Bayes Business School, University of London, bringing extensive academic and professional expertise in corporate finance and governance. His academic excellence is demonstrated through multiple prestigious recognitions, including graduating in the Dean's list from Indian School of Business's PGP (MBA) program and receiving a merit scholarship at BITS Pilani for ranking in the top 3% of his batch. His research contributions have earned him a research grant from SEBI's Developmental Research Group for his work on share pledging. His academic achievements include the OP Jindal Engineering & Management Scholarship and selection as a GE Foundation Scholar Leader. His professional experience includes working in JSW Group's leadership program, where he gained valuable exposure to project finance and executive management. His academic foundation combines a Bachelor's in Mechanical Engineering with a minor in Finance from BITS Pilani, reflecting his multidisciplinary approach to financial research. Currently, as a JN Tata Scholar at Bayes Business School, he focuses his research on corporate finance, corporate governance, and financial intermediation, contributing to academic understanding of financial markets and corporate behavior through rigorous research methodologies and innovative approaches to financial analysis
Certified Financial Planner and Founder of Happy Niveshak
Hemant Gupta, the Certified Financial Planner (CFP), is the founder of Happy Niveshak, which is into Personal finance helping in and handholding clients towards the journey of wealth creation and achieve life goals. Hemant has worked with institutions like ICRA Ltd (moody investor company) and HDFC Bank over the last 12 years across Bengaluru and Mumbai location. He is on his journey to attain financial freedom and now helping people to look at Financial freedom as an important goal and achieve it.
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4.7 course rating
15 ratings
Frequently asked questions
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