Personal Finance Essentials – Goal Based Financial Planning
Learn how to grow your money and achieve your financial goals with this comprehensive course. Overcome common money leaks and understand risk in investments. Suitable for anyone looking to beat inflation and secure their financial future.
What you’ll learn
- The important concepts which you need to know grow your money. Right from Happy Money, Money Leaks, Financial Goals, Risk Assessment.
- 5 leaks exists in every one’s life which stops you from growing your money. Know what are they and how to overcome them in your life.
- What do you think about Risk in Investments ? Mostly it is due to fear of not knowing about investment products. Know how to overcome your understanding on risk
- Investment is needed to be done based on your life and which will help you to achieve your financial goals. Choose the right investment products .
- Tools to create your financial goals, Analyse the amount required for each goal and also prioritise your goals to invest
- Writing exercises to provoke and take actions in each of the module.
A course for you to manage your personal finance. I take you right from the basics of investing, risk protection, assets, insurance, regulations & investment products. This course is designed to reflect on your current practices by giving you exercises and tools to identify your goals, required money needs and ways to achieve them.
Learn What is Happy Money, your belief systems about money how supportive it is for your growth.
Ensuring you have financial goals and demystifying common mistakes.
Pointing out common mistakes made by people so that you arrest unwanted money leaks in your life. There are 5 different places which you have to look for.
Learn about different kinds of assets you hold, physical, financial, growing and dyeing.
Analyse risks in your investments.
Understanding various investments in Indian market that give inflation beating return. Giving you realistic returns expectation based on Indian markets outlook. Know how to protect your wealth, insurances that you should have for your life.
Though the concepts are common globally, the returns expectation referred here are for the Indian markets.
Print out the workbook made available in course and make notes as you progress. Use the Google sheet tools that are provided to build your future financial state.
Who this course is for:
- This course is suitable for anyone who wants to grow their money beating inflation.
User Reviews
Be the first to review “Personal Finance Essentials – Goal Based Financial Planning”
You must be logged in to post a review.
There are no reviews yet.