What will you learn
Personal Finance Concepts
Setting GOAL & GOAL
Basis the Timeline: Short Term, Mid Term, Long Term
Illustration of SMART
Vivid Life Cycle & Life Stages
Understand your Net
Worth – Exercise
How Positive and
Negative Impacts you
Calculate & Plan Expenses – Exercise
Design your own
House Hold Budget
Is the credit
card interest worth paying?
Why do I spend more than expected?
Cash Flow Planning
Cash Flow Planning – Exercise
Rule of 6
Decide which Bank
is the Best for your Money
What happens, when the bank FAILS?
Learn the Irresistible Rules of Money: Math behind the Money
Double your Money
Triple your Money
Quadruple your Money
Eight Times your Money
Rule of 69
Rule of 15
Behavioral Finance & Behavioral Investing
2 Key Rules of Money
Why money is different for different people?
What influences their behavior?
9 Ticks of Behavioral Finance & Investing
Risk Profiling & Asset Allocation
Risk Profile Basis Age
Risk Profile Basis Risk Profile
Risk Return Trade off
Risk Tolerance Matrix
Key Concepts of:
Investment / Saving
Annual Percentage Rate (APR)
Power of Compounding
Risk TEAR & PAT - The RISK
Foundations of Investments / Products:
Stock / Equity / IPO
Investing : Gold, Silver & Precious Metals
ETF - Exchange
Small Saving Schemes
Insurance: Life and General
Alternate Investments: Private Equity, Start-Ups, Cryptocurrency etc
Equity/Stocks and IPO - Initial Public Offer:
How to Identify Right Stocks?
What do you need to Invest in Stocks?
Why to Invest?
How to Invest in Stocks: Price to Earning Ratio – P/E Ratio, Debt to Equity Ratio, Price to Book Value, Return on Equity – ROE, Current Ratio
Key concepts: Units, Nav, Loads etc.
14 Types of Mutual Fund
Options in Mutual Fund:
SIP, SWP, STP...
12 Benefits of SIP Investing- Systematic Investment Plan
6 Things to avoid while investing in SIP
Real Estate investing:
Benefits of investing in Real Estate
4 cost associated with Real Estate
7 Variety of Real Estate
13 costly mistakes to avoid - investing in real estate
Gold / Silver or Precious Metal Investing:
5 Easy ways to invest Risk associated with Investing in Precious Metal
Fixed Investments, Bonds & ETFs
Certificate of Deposit /Fixed Deposits Benefits
Various Basket of Bound : Government Bond,
Corporate Bond, Municipal Bond, Zero Coupon Bond, Junk Bond
Key Concepts: Par Value, Face Value, Coupon etc
5 Risk of Investing in Bonds
Benefits of Investing in ETFs
Risk of Investing in ETFs
Small Savings Schemes: PPF, National Savings
Scheme, Schemes for Senior Citizen
How to Invest?
What are the type of
12 Key Points to remember while investing into Cryptocurrency
Insurance, Derivative & Private Equity:
Simplified - Derivative
Types of Derivative
Overview of Private Equity / Start-ups
Common types of Private Equity
How to Invest into Private Equity?
Financial Planner & Robo-advisory
Do you need Financial
A Slice of Robo-Advisory
Specific Goal Planning & Time Value of Money
Education, Dream Car,
Dream Home, Savings for Retirement etc.
Time Value of Money: PV, FV,
Annuity, Annuity Due
Practical Exercise on
Value of Money
Home / Mortgage Loan
Education Loan / Study Loan
Is it worth to
buy a property or rent it?
Rule of 30%
Rule of 2%
6 Credit cards – Deadly Mistakes
10 Ways NOT to be a Credit cards Defaulter
Is it wise to take Personal Loan or Home
Loan / Mortgage Loan?
Is it wise to buy a Brand New Car?
15 To Stop Sending Money on
122 Easy Ways To Save MUCH More & Know how to be a
Rock Star Expense Planner. Also, how much will you Earn,
in case you decide to Invest this money - Exercise
Credit Rating, Credit Score & Credit Report
What is Credit
Importance of Credit Score
How to get
Credit Score/ Report - Legally
7 Ways to Repair your Credit history
10 Pro Money Tips to Memorize
Financial / Money Apps (Software tools) for Android & iOS
Start Solving your challenge today in Easy way. I assure YOU that this course will help you to solve your challenge of personal finance. You can enroll risk free BECAUSE there's money back guarantee if you don't like the course.. I am sure that this would not be the case. Don't miss the opportunity to instantly learn things which will make you better. You will stand out because you'll know to manage your money well (this is not taught in any school or college or B-School).
Let's get going! :)