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Personal Finance For Everyone: Insights For Managing Your Money Well From An Award Wining Investment

Personal Finance For Everyone: Insights For Managing Your Money Well From An Award Wining Investment

Ann recall the first time She got her credit card. She was just so excited about having that little colorful square card that would allow her to buy whatever She wanted


Ann's Story (Must Read):

Ann recall the first time She got her credit card. She was just so excited about having that little colorful square card that would allow her to buy whatever She wanted. She started overspending. That's when she remembered She just didn't know how to use it (beyond, of course, swiping it on the checkout/payment counter). Until She destroyed her credit reputation, which She knew was a very real possibility, She did the least came to a resort and learned about personal finance. That's typically what happens when it comes to her and money — when She actually paid bills, figuring out how much rent she could afford and getting a regular paycheck, She always picked up the phone to ask anyone (really anyone!... no one had an answer) to explain to her, say, what a security deposit was, or how to make automatic payments to my account, what is minimum amount due, math behind the numbers for investing and credit facilities (loan) and more...Well, rather than relying on your family and friends to constantly explain to you everything (not exactly they themselves know) you need to know, Can she afford to go to top B-school to learn about money... Sorry, but they don't teach you how to manage your money.why not try an easy, course?

Disclaimer: The information provided in this course should not be used as financial advise or recommendation, neither it should be viewed as a financial promotional or affiliation tool or advertisement nor it supports or endorse any tools or company illustrated throughout the course, should not be substituted for consulting a financial advisor, planner or allied professional in the applicable jurisdictions. This course outline the broad road map to manage your personal finance. The author or Simpliv disclaim the liability or any damage, risk, loss or obligations incurred directly or indirectly. The situation is dynamic and can change anytime due to various factors. The author is directly or indirectly or otherwise is not under obligation, risk or liability due to use of information given in this course.

Basic knowledge
No pre-requisite
Curiosity to make your life better
Appetite for little humor
Ms-Excel (Microsoft Excel) 2007 or above recommended (Windows / Mac)

Course Information

No pre-requisite
Curiosity to make your life better
Appetite for little humor
Ms-Excel (Microsoft Excel) 2007 or above recommended (Windows / Mac)

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?
20% Club
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?
Information Overload
Loss Aversion
Familiarity Bias
9 Ticks of Behavioral Finance & Investing

Risk Profiling & Asset Allocation

Risk Profile Basis Age
Risk Profile Basis Risk Profile
Asset allocation
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
Mutual Funds
Precious Metals
Investing : Gold, Silver & Precious Metals
Fixed Instruments
ETF - Exchange
Traded Funds
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
Mutual Fund:
Key concepts: Units, Nav, Loads etc.
14 Types of Mutual Fund
Options in Mutual Fund:
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
Cryptocurrency Investing:
How to Invest?
What are the type of
Cryptocurrency Investing?
12 Key Points to remember while investing into Cryptocurrency
Insurance, Derivative & Private Equity:
Life Insurance
General Insurance
Complex Concepts
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
Top 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

Credit Facilities

Home / Mortgage Loan
Car Loan
Personal Loan
Education Loan / Study Loan
Credit Card
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
Score Range?
Credit Bureau
Importance of Credit Score
How to get
Credit Score/ Report - Legally
7 Ways to Repair your Credit history
Control Credit

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! :)

Who this course is for:
Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course).
Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.

• Lifetime Access to Each Course
• Certificate on Completion of Course
• No Extra Charges Or Admin Fees
• Easy Access to Courses
• High Priority Support After Sales.
• Big Discounts on Individual Courses

Course Specifications

Be an expert in Finance by studying one of our numerous Finance courses. 

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Adult education is the non-credential activity of gaining skills and improved education. 

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Online education is electronically supported learning that relies on the Internet for teacher/student interaction. 

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A short course is a learning programme that gives you combined content or specific skills training in a short period of time. Short courses often lean towards the more practical side of things and have less theory than a university course – this gives you a more hands-on experience within your field of interest.

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Course duration is 24 hours.

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