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There are 8 modules in this course
Build practical personal finance and investment skills to manage money smarter, evaluate investment opportunities, and create long-term financial plans with confidence. Learn budgeting, investing, taxation, insurance, and financial analysis through real-world applications.
This course provides a comprehensive introduction to personal finance, investment planning, and financial decision-making. You’ll begin by understanding money concepts, banking systems, and digital financial tools before progressing to budgeting, debt management, inflation, compounding, and time value of money principles that shape everyday financial choices.
As the course advances, you’ll explore risk management through insurance, goal-based financial planning, and diversified investment strategies including shares, mutual funds, real estate, debt funds, and government savings schemes. You’ll also learn how taxation, retirement planning, estate planning, mortgages, and behavioural finance influence long-term financial outcomes.
Practical sections introduce financial calculations using spreadsheet tools, including future value, present value, loan payments, and amortization analysis. The course also connects financial planning with real-world financial statement analysis and asset allocation strategies to support informed investment decisions.
What makes this course unique is its step-by-step integration of financial theory with practical financial tools and real-life applications. By the end of the course, you’ll be able to confidently manage personal finances, evaluate investments, analyze financial risks, and build sustainable financial plans for long-term wealth creation and financial security.
This module introduces the fundamental concepts of money, financial awareness, and the banking system. Learners explore how money influences financial decisions and understand the role of banks and basic banking instruments such as cheques, demand drafts, ATMs, credit cards, and internet banking.
What's included
8 videos4 assignments
Show info about module content
8 videos•Total 66 minutes
Introduction to Money Concepts•7 minutes
Introduction to Money Concepts continued•8 minutes
Basics of Banking and Types of Accounts•8 minutes
What is a Cheque•5 minutes
Details of cheque, DD and ATM•10 minutes
Details of Credit Card•7 minutes
Details of Internet Banking•8 minutes
Introduction to Financial Planning•12 minutes
4 assignments•Total 60 minutes
Understanding Money Concepts•10 minutes
Traditional Banking Instruments•10 minutes
Digital Banking Tools•10 minutes
CFP:01 - The Fundamentals•30 minutes
Financial Planning Basics
Module 2•2 hours to complete
Module details
This module introduces essential financial planning concepts including compounding, inflation, time value of money, budgeting, and debt management. Learners gain foundational knowledge needed to manage personal finances effectively.
What's included
8 videos4 assignments
Show info about module content
8 videos•Total 59 minutes
Power of Compounding•5 minutes
Inflation•4 minutes
Time Value of Money•6 minutes
Cash Flow & Budgeting•10 minutes
Cash Flow & Budgeting continued•4 minutes
Debt management•11 minutes
Introduction to Risk in Insurance Planning•8 minutes
Comprehensive Insurance Planning•11 minutes
4 assignments•Total 60 minutes
The Power of Compounding and Inflation•10 minutes
Cash Flow and Budgeting•10 minutes
Debt and Risk Introduction•10 minutes
Financial Planning Basics•30 minutes
Insurance and Financial Goals
Module 3•2 hours to complete
Module details
This module focuses on financial risk management and insurance planning. Learners explore different types of insurance, premium structures, financial goal setting, and foundational investment concepts such as shares and asset allocation.
This module explores different investment opportunities including mutual funds, real estate, government saving schemes, and debt mutual funds. Learners understand the advantages, risks, and features of various investment options.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 56 minutes
Types of Mutual Fund•6 minutes
Real Estate and Cash Investments•9 minutes
Understanding Small Saving Schemes•6 minutes
Understanding Small Saving Schemes continued•8 minutes
Debt Mutual Funds types and features•6 minutes
Basics of Taxation•10 minutes
Components of Salary and Income from House Property•10 minutes
4 assignments•Total 60 minutes
Mutual Funds Overview•10 minutes
Small Savings Schemes•10 minutes
Debt Funds and Tax Basics•10 minutes
Investment Options•30 minutes
Income and Taxation
Module 5•2 hours to complete
Module details
This module introduces income classification, tax systems, retirement planning, and estate planning fundamentals. Learners understand how taxes affect financial planning and how to prepare for long-term financial security.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 51 minutes
Categories apart from Salary and Income from House Property•9 minutes
Tax Collection•9 minutes
Retirement Planning•6 minutes
Retirement Planning Need in India•7 minutes
Estate Planning•6 minutes
Concept of Will•5 minutes
Estate Planning tools in detail•8 minutes
4 assignments•Total 60 minutes
Income Categories•10 minutes
Retirement Planning•10 minutes
Estate Planning Foundations•10 minutes
Income and Taxation•30 minutes
Property and Ownership Planning
Module 6•2 hours to complete
Module details
This module explores property ownership, mortgage financing, behavioural finance, annuities, and interest rate calculations. Learners understand how financial decisions are influenced by psychology and investment returns.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 60 minutes
Concept of Mortgage•10 minutes
Ways of taking title to Property•9 minutes
Behavioural Finance•9 minutes
Time Value of Money explained•12 minutes
Annuity•9 minutes
Nominal, Periodic and Effective Annual Return•9 minutes
Amortization Concept•4 minutes
4 assignments•Total 60 minutes
Property Financing•10 minutes
Behavioural Finance•10 minutes
Investment Returns and Annuities•10 minutes
Property and Ownership Planning•30 minutes
Loan Calculations and Excel Finance Tools
Module 7•2 hours to complete
Module details
This module introduces financial mathematics and practical financial analysis using spreadsheet tools. Learners practice calculations related to future value, present value, loan payments, and amortization using Excel functions.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 53 minutes
Practical examples on Amortisation Concept•10 minutes
Excel Functions to explain Future Value•6 minutes
Excel Functions to explain Future Value continued•8 minutes
Excel Functions to explain Present Value•10 minutes
Excel Functions to explain Annuities•8 minutes
Excel Functions to explain Perpetuity•7 minutes
Excel Functions to explain Amortization•5 minutes
4 assignments•Total 60 minutes
Understanding Amortization•10 minutes
Excel for Future and Present Value•10 minutes
Excel Financial Functions•10 minutes
Loan Calculations and Excel Finance Tools•30 minutes
Financial Analysis and Practical Applications
Module 8•3 hours to complete
Module details
This module integrates financial concepts with real-world financial analysis. Learners review time value of money principles, understand accounting fundamentals, analyze financial statements, and apply asset allocation strategies.
What's included
13 videos4 assignments
Show info about module content
13 videos•Total 101 minutes
Revision of Time Value of Money concepts•6 minutes
Revision of Time Value of Money concepts continued•7 minutes
More revision on Time Value of money•10 minutes
Capital Revenue Expenses•6 minutes
Balance Sheet Asset Side•9 minutes
Balance Sheet Liability Side•9 minutes
Valuation of Assets and Ratio Analysis•5 minutes
Overview of Financial Planning•9 minutes
Risk Analyser Part 1•9 minutes
Risk Analyser Part 2•8 minutes
Practical Issues•6 minutes
Practical Asset allocation•7 minutes
Practical Asset allocation continued•10 minutes
4 assignments•Total 60 minutes
Time Value of Money Revision•10 minutes
Accounting and Financial Statements•10 minutes
Financial Analysis and Practical Planning•10 minutes
Financial Analysis and Practical Applications•30 minutes
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