- Need for personal finance management
- Income tax planning with special emphasis on section 80C of the Income Tax Act
- Assessment of personal risk profile
- Introduction to different asset classes and investment options available
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Personal Finance Management
Enrich your understanding of personal finance management by taking the online course by Board Infinity.
Online
7 Weeks
$ 4,999 10,000
Quick facts
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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 Management Course is an online course offered by Board Infinity to help the students build an understanding of how to manage their personal finances effectively. The course, targeted at both the beginner and intermediate level students, will walk the learners through personal finance and make them adept in personal finance management along with numerous case studies and practical examples.
Personal Finance Management Course Online Training is prepared in the complete online mode that could be pursued by the students from the comfy environment of their homes. Personal Finance Management Course Programme, provided by Board Infinity, will also train the candidates on all the gamut of aspects of personal portfolio management.
The highlights
- Online course
- Offered by Board Infinity
- Lifetime Access
- Duration of 15 Hours
- Beginners and Intermediate Level Course
- Online Mode
- Certification of Completion
Program offerings
- 20 hours of programme
- Certificate of completion
- Best leaders and coaches
- Lifetime access
- Live classes
- On-demand videos
- Case studies
- Assignments
- Projects
Course and certificate fees
Fees information
certificate availability
certificate providing authority
What you will learn
By joining the Personal Finance Management Course Online Programme, the students will be able to build a deep understanding of personal finance, insurance, mutual funds, tax planning, fixed deposit, and the like.
Who it is for
The syllabus
Week 1: Introduction to Personal Finance
Week 2: Insurance
- Importance of taking up Life Insurance, esp. Term Insurance
- Selection of a good medical insurance
- Other common insurances
Week 3: Mutual Funds
- History of Mutual Funds in India
- Kinds of Mutual Funds – Equity, Debt, Balanced, Money Market Funds, etc
- Selection of funds basis your risk profile (as assessed in Module I)
- Importance of diversification
- SIPs and the Power of compounding
Week 4: Traditional Investment Assets
- Discussion on traditional investment options, covering the following:
- Savings and post office deposits
- Recurring deposits
- Fixed deposits
- Corporate Deposits
- Gilt Funds
- Sovereign Bonds
- Gold bonds o Physical gold
- Real estate
- Interest rate regime in India – on a declining curve and how it affects your investment decision-making
Week 5: Tax Planning
- Detailed discussion on all possible investment options and tax savings tools available under the Income Tax Act, 1961
- Choosing between the two tax schemes - Managing your tax and investment together
Week 6: Learning From 'FOOLS' Around
- The host of alluring offers on Credit Cards, Personal Overdraft, Line of Credit and Personal - should you go for them?
- Discussion on the pros and cons of loans that are marketed to working professionals, how to avoid falling into a debt trap, and avoid frauds
- Key lessons like preparing for the bad times, the importance of long-term investment, and diversification
Week 7: Case Study & Projects
Instructors
Mr Yashwant Pachisia
Assistant Vice President
Hongkong and Shangha...
Mr Rahul Baid
Deloitte Consulting
Deloitte Consulting LLP
Mr Suraj Prakash Nanda
Investment Analyst
ICICI Prudential Lif...
Mr Rupesh Ezhuthachen
Senior Manager
Yes Bank Ltd.
Mr Anubhav Srivastava
Relationship Manager
Axis Bank
Mr Swapnil Shirsat
Senior Manager
Yes Bank Ltd.
Mr Tejas Mehta
Relationship Manager
Freelancer