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Financial Planning

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

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Financial Planning

This course includes

15 Hours

Of Self-paced video lessons

Beginner Level

Completion Certificate

awarded on course completion

2,435

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

Financial Independence
Tax Planning
Personal Finance
Insurance Management
Investment Products
Financial Markets
Portfolio Management
Risk Management

This course includes:

520 Minutes PreRecorded video

6 assignments

Access on Mobile, Tablet, Desktop

FullTime access

Shareable certificate

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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

Anand Shekhar
Anand Shekhar

4.7 rating

6 Reviews

1,938 Students

1 Course

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

Hemant Gupta
Hemant Gupta

4.7 rating

6 Reviews

1,938 Students

1 Course

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.

Financial Planning

This course includes

15 Hours

Of Self-paced video lessons

Beginner Level

Completion Certificate

awarded on course completion

2,435

Testimonials

Testimonials and success stories are a testament to the quality of this program and its impact on your career and learning journey. Be the first to help others make an informed decision by sharing your review of the course.

4.7 course rating

15 ratings

Frequently asked questions

Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.