Personal Finance & Investment Planning Course

BY
Board Infinity

Learn about the principles and techniques that investors use to organize their finances and investments.

Lavel

Beginner

Mode

Online

Duration

2 Weeks

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Learning efforts 10 Hours Per Week

Course overview

Personal Finance & Investment Planning Course online certification is designed by Board Infinity, an online educational platform that will help learners succeed to achieve their professional goals. The Personal Finance & Investment Planning Course online classes by Board Infinity are for learners who wish to learn about financial concepts so that they can begin their personal finance and investment journey.

Personal Finance & Investment Planning Course online classes contain more than 1 week of comprehensive digital video-based learning tools are included in each class, along with case studies and assignments that focus on assisting learners in developing customized investment plans. Learners will be able to walk through the ideas of personal finance planning and have a grasp of how to plan for both short- and long-term investment goals after completing this course. Learners will gain a thorough understanding of concepts such as personal finance management, traditional investment, alternative investment, SIP, equities, bonds, real estate, gold bonds, asset diversification, sovereign bonds, recurring deposit, fixed deposit, tax planning under section 80C, SEBI control, and many others by the end of this course.

The highlights

  • Certificate of completion
  • Self-paced course
  • 1 week of video content
  • Case studies
  • Assignments
  • Projects

Program offerings

  • Online course
  • Mentoring from experts
  • Learning resources
  • Lifetime access
  • Accessible on mobile devices

Course and certificate fees

certificate availability

Yes

certificate providing authority

Board Infinity

What you will learn

Financial management

After completing the Personal Finance & Investment Planning Course certification, learners will obtain a deeper understanding of the ideas and practices of personal finance and investment planning. Learners will be introduced to basic concepts of finance to comprehend terminologies and procedures. Learners will gain an understanding of traditional investments such as fixed deposits, gold binds, real estate, physical gold, recurring deposits, and alternative investments such as AIFs, InvITs, and commodities, as well as personal finance management, and investment planning, personal risk, and asset diversification. Learners will also learn about SIPs, insurance, mutual funds, and section 80C tax planning.

The syllabus

Module 1 - Financial Statement Analysis Foundations

  • Course Welcome Video!
  • Careers in Financial Analysis
  • Industry Trends in Financial Analytics
  • Skills in Demand for Modern Analysts
  • Income Statement Structure & Key Components
  • Revenue Drivers & Cost Structures
  • Profitability Trends & Margins Interpretation
  • Assets, Liabilities & Equity Breakdown
  • Liquidity, Solvency & Capital Structure Basics
  • Interpreting Balance Sheet Trends
  • Operating, Investing, Financing Flows Explained
  • Cash Flow Trends & Ratios
  • Cash Flow Red Flags in Real Companies
  • Glossary
  • Read More: The Future of FP&A - Trends, AI Adoption, and Evolving Career Opportunities
  • Read more about Income Statement Analysis, Profitability Drivers & Industry-Specific Insights
  • Read more about Balance Sheet Analysis & Working Capital Dynamics
  • Read more about Cash Flow Statement Analysis & Free Cash Flow Insights
  • Graded Quiz : - Financial Statement Analysis Foundations
  • Practice Quiz : - Career Scope in Financial Analysis
  • Practice Quiz : - Income Statement Analysis
  • Practice Quiz : - Balance Sheet Analysis
  • Practice Quiz : - Cash Flow Statement Analysis
  • FinLearn Studio
  • Quick Course Check-in

Module 2 - Ratio Analysis & Performance Diagnostics

  • Profitability Ratios: Margin, ROA, ROE
  • Liquidity & Solvency Ratios
  • Leverage & Coverage Ratios
  • DuPont Framework: Margin, Turnover & Leverage
  • Identifying ROE Drivers Using Real Data
  • Cross-Company ROE Comparison
  • DIO, DSO & DPO Calculations
  • Cash Conversion Cycle Interpretation
  • CCC Optimization Strategies
  • Read more about Financial Ratio Analysis: Profitability, Liquidity & Leverage
  • Read more about DuPont Analysis & Return on Equity Drivers
  • Read more about Cash Conversion Cycle & Working Capital Efficiency
  • Graded Quiz : - Ratio Analysis & Performance Diagnostics
  • Practice Quiz : - Profitability, Liquidity & Leverage Ratios
  • Practice Quiz : - DuPont Decomposition
  • Practice Quiz : - Working Capital & Cash Conversion Cycle

Module 3 - Financial Modeling Foundations

  • Model Architecture & Core Assumptions
  • Linking Income Statement, Balance Sheet & Cash Flow
  • Revenue & Cost Driver Modeling
  • Base, Bull & Bear Case Design
  • Sensitivity Tables & Tornado Analysis
  • Scenario Interpretation for Business Decisions
  • Discount Rate, WACC & Free Cash Flow Basics
  • Multi-Stage Discounted Cash Flow Modeling
  • Comparable Company Valuation Metrics
  • Read more about Financial Modeling Fundamentals & Best Practices
  • Read more about Scenario & Sensitivity Analysis for Financial Decision-Making
  • Read more about DCF Valuation, WACC & Intrinsic Value Analysis
  • Graded Quiz : - Financial Modeling Foundations
  • Practice Quiz : - Building Integrated Financial Models
  • Practice Quiz : - Scenario & Sensitivity Analysis
  • Practice Quiz : - Valuation Fundamentals
  • You're the Analyst - Which Scenario Drives the Call?
  • FinSkill Labs

Module 4 - Forecasting, Budgeting & Tools for Analysts

  • Forecasting Approaches
  • Building Baseline Budgets
  • Rolling Forecast Models
  • Simple Moving Average & Exponential Moving Average
  • Forecast Accuracy Metrics: MAPE & RMSE
  • Improving Forecast Accuracy Using Variance Analysis
  • Excel & Google Sheets Automation
  • Python (pandas) for Financial Analysis
  • Automating Repetitive Financial Tasks
  • Course Closure
  • Read more about Budgeting, Forecasting & FP&A Planning Practices
  • Read more about Forecasting Techniques, Accuracy Metrics & Variance Analysis
  • Case Study: Financial Analysis & Modeling in Action - Real Companies, Real Financial Decisions
  • Graded Quiz : - Forecasting, Budgeting & Tools for Analysts
  • Practice Quiz : - Budgeting & Forecasting Fundamentals
  • Practice Quiz : - Forecasting Techniques & Accuracy
  • Practice Quiz : - Tools for Modern Financial Analysts

Instructors

Mr Yashwant Pachisia

Mr Yashwant Pachisia
Assistant Vice President
Hongkong and Shangha...

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