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Tax Planning and Wealth Management Basics

This course is part of Financial Planning and Wealth Management Specialization

Instructor: EDUCBA

Included with

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9 modules

Gain insight into a topic and learn the fundamentals.

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

9 modules

Gain insight into a topic and learn the fundamentals.

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Apply taxation rules to calculate income tax, capital gains, and deductions.
Evaluate tax-saving and estate planning strategies for wealth management.
Develop goal-based financial plans using practical financial analysis tools.

Skills you'll gain

Tools you'll learn

Microsoft Excel

Details to know

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Build your subject-matter expertise

This course is part of the Financial Planning and Wealth Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 9 modules in this course

Learn how to optimize wealth, reduce tax liability, and design effective financial plans using practical taxation and estate planning strategies. Build real-world skills in tax calculation, retirement planning, capital gains analysis, and wealth protection.

This course provides a comprehensive introduction to taxation, estate planning, and financial planning concepts used in personal and business financial management. You’ll learn how taxation systems operate, how income is classified, and how individuals and businesses apply tax-saving strategies to improve financial outcomes and long-term wealth creation. Throughout the course, you’ll explore retirement planning concepts, pension reforms, estate planning tools, insurance-based tax benefits, and wealth transfer strategies that support long-term financial security. The course also examines capital gains taxation, salary and property taxation, depreciation rules, and business income calculations used in financial decision-making and compliance planning. Advanced modules introduce tax planning strategies, legal taxation frameworks, advance tax provisions, employee tax benefits, and business restructuring concepts. Through practical case studies and Excel-based financial planning exercises, learners gain hands-on experience evaluating assets, liabilities, investment strategies, and goal-based financial plans. What makes this course unique is its integrated approach that combines taxation, estate planning, and practical financial analysis within one structured learning journey. By the end of the course, you’ll be able to confidently apply taxation concepts, evaluate tax-efficient strategies, support wealth management decisions, and design effective long-term financial plans for individuals and businesses.

Module details

This module introduces the fundamental concepts of taxation and retirement planning. Learners explore how tax systems operate, how income sources are categorized, and how individuals can estimate retirement needs and income streams while understanding the role of pension reforms in long-term financial security.

What's included

9 videos4 assignments

9 videosTotal 76 minutes

Taxation Basics7 minutes
Mode of set off Carry Forward10 minutes
Carry Forward and set off Business Losses4 minutes
Estimating Retirement Expenses9 minutes
Retirement Income Streams12 minutes
Pension Sector Reforms10 minutes
Need for Pension Reforms9 minutes
The Reform Process5 minutes
Concept of Estate Planning9 minutes

4 assignmentsTotal 60 minutes

Foundations of Taxation and Retirement Planning30 minutes
Fundamentals of Taxation10 minutes
Understanding Retirement Needs10 minutes
Pension Reforms and Policy Evolution10 minutes

This module introduces estate planning concepts and explores the tools used to manage and transfer wealth effectively. Learners also examine key tax-saving provisions including deductions, insurance benefits, and investment incentives that help individuals legally reduce tax liability.

What's included

9 videos4 assignments

9 videosTotal 58 minutes

Power of Attorney6 minutes
Introduction to Estate Planning6 minutes
Estate Planning Tools & Strategies5 minutes
Tax Saving Sections Overview10 minutes
Key Tax Saving Deductions5 minutes
Life Insurance5 minutes
Tuition Fee5 minutes
Medical Insurance9 minutes
Rajiv Gandhi Equity Saving Scheme7 minutes

4 assignmentsTotal 60 minutes

Estate Planning and Wealth Protection30 minutes
Estate Planning Essentials10 minutes
Tax Saving Provisions10 minutes
Additional Tax Saving Opportunities10 minutes

This module focuses on the taxation of capital assets and the computation of capital gains. Learners understand the treatment of agricultural land, short-term and long-term capital gains, and the importance of cost of acquisition in determining taxable profits from asset transactions.

What's included

9 videos4 assignments

9 videosTotal 65 minutes

Donation to Political Parties10 minutes
Tax on Capital Gains9 minutes
Agricultural Land Tax Rules8 minutes
Tax Treatment of Agricultural Land8 minutes
Computation of STCG10 minutes
Computation of LTCG7 minutes
Cost of Acquisition Basics3 minutes
Adjusted Cost of Acquisition2 minutes
Income from House Property7 minutes

4 assignmentsTotal 60 minutes

Taxation on Capital Gains and Assets30 minutes
Donations and Capital Gains10 minutes
Agricultural Land and Capital Gain Calculations10 minutes
Cost of Acquisition in Capital Gains10 minutes

This module examines taxation under the heads of income from house property and salary. Learners explore net annual value calculations, rental income treatment, allowances, perquisites, and various salary components that affect taxable income.

What's included

9 videos4 assignments

9 videosTotal 70 minutes

House Property10 minutes
Net Annual Value5 minutes
House Property which is Part of the Year Let6 minutes
Income from Salary9 minutes
Allowances12 minutes
Perquisites9 minutes
Valuation of Perquisites6 minutes
Taxation Theory in detail8 minutes
Compensation on V.R.S.4 minutes

4 assignmentsTotal 60 minutes

Taxation of Property and Salary Income30 minutes
Understanding House Property Income10 minutes
Salary Income Structure10 minutes
Perquisite Valuation and Tax Theory10 minutes

This module focuses on the computation of profits and gains from business or profession. Learners study depreciation rules, proportionate depreciation, allowable deductions, and special provisions for business expenditure and research activities.

What's included

9 videos4 assignments

9 videosTotal 61 minutes

Leave Encasement8 minutes
Income from Other Sources3 minutes
Amount not Deductible6 minutes
Business Income Basics11 minutes
Business Income Computation4 minutes
Depreciation Concepts5 minutes
Proportionate Depreciation Calculation10 minutes
Expenditure on Scientific Research7 minutes
Specified Business Expenditure Rules6 minutes

4 assignmentsTotal 60 minutes

Income from Various Sources30 minutes
Salary Related Benefits10 minutes
Business Income Taxation10 minutes
Depreciation and Research Expenditure10 minutes

This module introduces tax planning strategies and explains how financial planners analyze client data to develop effective tax optimization solutions. Learners also explore business restructuring and the importance of legal compliance in tax management.

What's included

9 videos4 assignments

9 videosTotal 65 minutes

Deduction for Specified Businesses5 minutes
Special Reserve8 minutes
Tax Planning Case Study Overview5 minutes
Client Tax Planning Analysis9 minutes
Tax Planning Strategy Development5 minutes
Final Tax Planning Recommendations10 minutes
Specified Business4 minutes
Business Re Organization9 minutes
Tax Planning, Tax Evasion and Tax Avoidance10 minutes

4 assignmentsTotal 60 minutes

Business Taxation and Tax Planning Concepts30 minutes
Business Deductions and Reserves10 minutes
Client Tax Planning Process10 minutes
Business Restructuring and Compliance10 minutes

This module explains the legal foundations of taxation, including definitions, legislative provisions, and classification of income. Learners explore retrospective legislation, fringe benefits, and the treatment of agricultural income within the legal tax framework.

What's included

9 videos4 assignments

9 videosTotal 66 minutes

Provisions of Law3 minutes
Short Term and Long Term10 minutes
Areas of Tax Planning7 minutes
Retrospective Legislation6 minutes
The Scope of Definitions of those Term1 minute
Company8 minutes
Income Includes6 minutes
Fringe Benefits13 minutes
Agricultural Income10 minutes

4 assignmentsTotal 60 minutes

Graded - Legal Framework of Taxation30 minutes
Legal Provisions and Definitions10 minutes
Legislative and Regulatory Framework10 minutes
Income and Tax Components10 minutes

This module focuses on advance tax provisions, income tax rules, and tax rates. Learners also explore tax benefits available to salaried individuals and strategies to maximize deductions while maintaining compliance with tax regulations.

What's included

9 videos4 assignments

9 videosTotal 66 minutes

Advance Tax Basics5 minutes
Advance Tax Calculation & Due Dates8 minutes
Taxability of non-resident under the Income Tax7 minutes
Relevant Income Tax Rules8 minutes
Tax Rate6 minutes
Tax Benefits for Salaried Employees6 minutes
Additional Salary Tax Benefits6 minutes
Maximizing Salary Tax Deductions12 minutes
Comprehensive Child Planner8 minutes

4 assignmentsTotal 60 minutes

Advance Tax and Employee Benefits30 minutes
Advance Tax System10 minutes
Tax Rules and Tax Rates10 minutes
Salary Tax Optimization10 minutes

This module applies taxation and financial planning concepts through case studies and practical financial planning tools. Learners analyze client financial data, evaluate asset allocation strategies, and use Excel-based models to solve goal-based financial planning problems.