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Be your own expert in Financial Planning

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Course ID: 3504


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Sajjan Kumar picture
Sajjan Kumar

M.B.A. (Finance), PG (Banking & Insurance)

About Sajjan Kumar

I am doing Independent Stock Trading and Financial Planning work since 1.5 years.
Advising High Net worth Individuals in their financial planning decision.
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About the Course

"Be your own expert in Financial Planning" will help to get a clear idea of managing your personal wealth and make an investment in such a way that all your financial goal get full filled with your limited available resources.

Topics Covered

1. Understanding the importance & application of Time value of money
2. The processes involved to arrive at the Net worth & Surplus available for investment
3. The various investment avenues available & their suitability to fulfill a desired goal
4. The pros & cons of the investment avenues.
5. Myths & Facts about financial planning
6. Understanding Financial Planning Pyramid
7. Do’s & Don’ts of Financial Planning
8. Fundamental of Investing

Who should attend

Anybody, age from 18 to 70 year



What you need to bring

Pen and Notebook

Key Takeaways

*Personal Financial Planning
*Fundamental of Investing
*Time Value of Money
*How to set Future Financial Goals
*How to save money
*Right time to invest


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Students Interested 2 (Seats Left 0)

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