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Personal Finance & Investment Planning Course
Learn about the principles and techniques that investors use to organize their finances and investments.
Beginner
Online
10 Hours
Quick facts
particular | details | |
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
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Mode of Delivery
Video and Text Based
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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 10 hours 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
- 10 hours 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
certificate providing authority
What you will learn
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
Introduction to Personal Finance
Insurance
Mutual Funds
Traditional Investment Assests with special focus on overall portfolio allocation
Alternative Investment
Assest Diversification
Tax planning and Section 80C
Learnings from 'Fools' around
Instructors
Mr Yashwant Pachisia
Assistant Vice President
Hongkong and Shangha...
Articles
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