GOAL BASED FINANCIAL PLANNING

Description

"Goal-Based Financial Planning'' course is designed to help solopreneurs, entrepreneurs, and working professionals to make the right investment plans to meet their short-term, medium-term, and long-term financial goals.

This course shares various tools, investment strategies, and financial instruments to help you in saving/investment planning.

  • Learn the difference between saving and investment
  • Learn how to manage a portfolio
  • Learn the risk management techniques
  • Learn how to do goal-based financial planning through mutual funds
  • Learn about short-term, medium-term, and long term financial goals
  • Learn how to do retirement planning
  • And many more

Content

00:06:00

Introduction

6 mins
00:12:52

What is Goal-based Financial Planning?

12 mins 52 secs
00:09:30

How to Manage Risk?

9 mins 30 secs
00:05:49

Portfolio Planning Approach

5 mins 49 secs
00:08:18

How to Make an Equity based Portfolio?

8 mins 18 secs
00:09:28

Financial Planning Through Mutual Funds

9 mins 28 secs
00:10:22

How to Plan Short-Term Financial Goals?

10 mins 22 secs
00:10:17

How to Plan Medium-Term Financial Goals?

10 mins 17 secs

GOAL BASED FINANCIAL PLANNING

₹2,000₹9,99980% off
Have a coupon?

₹2,000