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Financial Planning & Wealth Creation

⏱️ 3 Weeks 📍 Online Mode 🎓 Level: Beginner 👨‍🏫 Mentors: Prabhu & Team

Course Overview

Financial freedom starts with proper planning. This course teaches you how to allocate assets, analyze mutual funds, invest in government and corporate bonds, protect your assets through insurance solutions, and design a retirement plan. Build a secure wealth portfolio tailored to your goals.

Syllabus Curriculum

01

Personal Finance Basics & Wealth Equation

02

Asset Allocation Strategies (Equity vs. Debt vs. Gold)

03

Mutual Fund Analysis & Selection (Active vs. Passive)

04

Introduction to Bond Markets & Fixed Income Products

05

Insurance Planning (Term Life & Health Policies)

06

Goal-Based Financial Planning (Retirement, Children Education)

07

Tax Saving and Optimization Strategies under Indian Tax Laws