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Financial planning for Indians

Manage your money better
4.7
4.7/5
(145 reviews)
703 students
Created by

8.7

CourseMarks Score®

7.1

Freshness

9.6

Feedback

8.8

Content

Platform: Udemy
Video: 2h 1m
Language: English
Next start: On Demand

Table of contents

Description

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.

You will learn

✓ 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.

Requirements

• You must be willing to develop good money habits.

This course is for

• 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.
Finance expert
Ankur Kapur is a portfolio manager and a financial planner. Ankur has also co-authored a book on personal finance, First Time Investor.
Ankur focuses on long term wealth creation while meeting any current, on-going or short-term requirements. He works with individuals and families who understand his approach and are not focused on short-term gains.
As a McKinsey consultant, Ankur helped various financial services companies set up offices in India. Ankur established his own financial advisory firm to provide genuine and researched advisory services to clients. Ankur believes in long term value creation and likes to work with clients who have similar focus.
Ankur is an alumnus of Delhi School of Economics, a CFA charter holder from CFA Institute, USA and CFP from FPSB India. He is also a Registered Investment Advisor with SEBI.
Browse all courses by on Coursemarks.
Platform: Udemy
Video: 2h 1m
Language: English
Next start: On Demand

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