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

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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