Financial Planning Essentials
Master financial planning essentials, from investments and taxes to insurance and retirement, while developing skills to achieve monetary goals.
Master financial planning essentials, from investments and taxes to insurance and retirement, while developing skills to achieve monetary goals.
This practical course demystifies financial planning, teaching you how to effectively manage your money and secure your financial future. You'll learn essential concepts like the time value of money, investment strategies, and tax planning. The course covers crucial aspects of financial planning including insurance needs, retirement preparation, and estate planning. Through step-by-step guidance, you'll discover how to set and achieve short, medium, and long-term financial goals while understanding various investment instruments and risk management strategies. Special emphasis is placed on practical application, helping you make informed decisions about your financial resources.
Instructors:
English
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What you'll learn
Master the fundamentals of financial planning and wealth creation
Understand various investment instruments and their benefits
Develop effective tax planning and saving strategies
Create comprehensive insurance and retirement plans
Learn estate planning principles and implementation
Apply time value of money concepts in financial decisions
Skills you'll gain
This course includes:
PreRecorded video
Graded assignments, exams
Access on Mobile, Tablet, Desktop
Limited Access access
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There are 4 modules in this course
This comprehensive course covers the fundamentals of financial planning and wealth management. Students learn about various aspects of financial planning, including investment strategies, tax optimization, insurance planning, and retirement preparation. The curriculum emphasizes practical applications, teaching students how to create and execute financial plans that align with their life goals. Topics include understanding different investment instruments, tax-saving strategies, life and health insurance planning, and estate management. The course provides tools and frameworks for making informed financial decisions and building long-term wealth.
Introduction to Financial Planning
Module 1 · 1 Weeks to complete
Investment Planning
Module 2 · 1 Weeks to complete
Tax Planning
Module 3 · 1 Weeks to complete
Insurance, Retirement & Estate Planning
Module 4 · 1 Weeks to complete
Fee Structure
Instructors
2 Courses
Banking Professional Advances Financial Education and Compliance
Rahul Sharma serves as Assistant General Manager and Faculty at State Bank Foundation Institute - Chetana, one of SBI's apex training institutes. With over two decades of banking experience since joining SBI as a Probationary Officer in 2002, he brings extensive expertise in branch management, credit monitoring, and anti-money laundering compliance. His educational credentials include an M.Sc. in Mathematics from the University of Kanpur, along with professional certifications as a Certified Financial Planner (FPSB Denver), Certified Anti-money Laundering Specialist (Miami), and Certified Associate of Indian Institute of Bankers. His international experience includes serving as Manager Compliance & Money Laundering Reporting Officer at SBI's DIFC Dubai branch. Through his role at SBFI-Chetana, he contributes to developing banking professionals while leveraging his expertise in financial planning, compliance, and credit management
2 Courses
A Banking Professional and Educational Leader in Finance
Manish Das serves as Assistant General Manager and Faculty at State Bank Foundation Institute, one of SBI's apex training institutes, bringing 18 years of comprehensive banking experience. After completing his Bachelor's in Commerce from Barkatullah University Bhopal, he has earned multiple professional certifications including CAIIB, Moody's CICC, NSDL Depository Operation Module, AMFI, and certificates in Life and General Insurance. Throughout his career at State Bank of India, he has developed expertise in Credit, Operations, and Information Technology through various important assignments. In his current role as faculty, he leverages his diverse experience and multiple certifications to train banking professionals, contributing to the development of the next generation of banking leaders.
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