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Course Overview
Schedule of Classes
Start Date & End Date
Jun 30 2026 - Dec 31 2026
Course Curriculum
5 Subjects
Module 1 - Time Value of Money, Compounding and Financial Planning
1 Exercises • 18 Learning Materials
Course Intro and Plan
Course Intro
Video
00:02:50
Course Plan
Video
00:02:00
Rules of Money
Rules of Money
Video
00:11:54
Plan for life
Plan for Life
Video
00:23:49
Smart Goals
SMART Goals
Video
00:07:00
Inflation
Inflation
Video
00:08:13
Compounding
Compounding
Video
00:08:51
Rule of 72
Rule of 72
Video
00:14:40
What are shares
Video
00:14:16
Annuity
Annuity
Video
00:31:14
Annuity - EMI
Video
00:34:06
Key Learning
Key Learning
Video
00:04:36
PPT
Understanding the basics
PDF
Part 1
PDF
Part 2
PDF
Notes
Module 1 Notes
PDF
Plan for Life
DOC
Module 1 Notes
PDF
Practice Test
Practice Test
Exercise
Module 2- Savings and Investments
1 Exercises • 34 Learning Materials
Where do we Invest
Where do we Invest
Video
00:34:36
Equity Investment Intro
Equity Investment Intro
Video
00:03:55
Direct Equity
Direct Equity
Video
00:10:22
Unlisted Equity
Unlisted Equity
Video
00:09:48
Mutual Fund
Mutual Fund
Video
00:34:54
Portfolio Management
Portfolio Management
Video
00:06:22
Alternative Investment
Alternative Investment
Video
00:08:20
Debt Investment
Debt Investment
Video
00:16:30
Bond & Debenture
Bond & Debenture
Video
00:04:01
Commercial Papers
Commercial Papers
Video
00:03:18
Treasury Bills
Treasury Bills
Video
00:05:09
Certificate of Deposit
Certificate of Deposit
Video
00:03:22
Fixed Deposit
Fixed Deposit
Video
00:07:24
Debt Mutual Fund
Debt Mutual Fund
Video
00:31:48
Real Estate Introduction
Real Estate Introduction
Video
00:02:21
Physical Property
Physical Property
Video
00:04:56
REITs
REITs
Video
00:10:09
InvITs
InvITs
Video
00:04:44
Gold Introduction
Gold Introduction
Video
00:01:47
Gold ETFs
Video
00:05:00
Gold Mutual Fund
Gold Mutual Fund
Video
00:07:30
SGBs
SGBs
Video
00:05:14
Physical Gold
Physical Gold
Video
00:05:40
Government Initiaves Intro
Government Initiaves Intro
Video
00:07:13
SSY
SSY
Video
00:05:57
NPS
NPS
Video
00:08:42
PPF
PPF
Video
00:05:03
NSC
NSC
Video
00:05:12
APY
APY
Video
00:06:20
PMJDY
PMJDY
Video
00:08:37
Small Saving Scheme Intro
Small Saving Scheme Intro
Video
00:03:14
Various Small Saving Scheme
Various Small Saving Scheme
Video
00:07:25
PPT
Module 2 PPT
PDF
Notes
Module 2 Notes
PDF
Practice Test
Practice Test
Exercise
Module 3 - Insurance
1 Exercises • 26 Learning Materials
Intro to Insurance
Intro to Insurance
Video
00:01:33
What is Insurance
What is Insurance
Video
00:10:03
Life Insurance Types
Life Insurance Types
Video
00:10:36
Term Plan
Term Plan
Video
00:11:45
Whole Life Insurance
Whole Life Insurance
Video
00:06:10
Term Plan vs Whole Life Plan
Term Plan vs Whole Life Plan
Video
00:10:45
Endowment Plan
Endowment Plan
Video
00:08:33
Moneyback Policy
Moneyback Policy
Video
00:05:28
Retirement Plan
Retirement Plan
Video
00:03:33
Life Coverage needed
Life Coverage needed
Video
00:06:30
Calculating IRR
Calculating IRR
Video
00:08:48
Current or Paid up or Surrender
Current or Paid up or Surrender
Video
00:17:24
Intro to Health Insurance
Health Insurance
Video
00:08:16
Benefits of Health Insurance
Benefits of Health Insurance
Video
00:11:38
LIst of Terminologies
LIst of Terminologies
Video
00:06:36
Individual Health Insurance
Individual Health Insurance
Video
00:24:48
Family Floater Health Insurance
Family Floater Health Insurance
Video
00:08:47
Senior Citizen Health Insurance
Senior Citizen Health Insurance
Video
00:11:44
Critical Illness Health Insurance
Critical Illness Health Insurance
Video
00:06:36
Group Health Insurance
Group Health Insurance
Video
00:07:25
Travel Health Insurance
Travel Health Insurance
Video
00:09:52
Auto Insurance
Auto Insurance
Video
00:09:31
Fire Insurance
Fire Insurance
Video
00:05:48
Home Insurance
Home Insurance
Video
00:04:42
PPT
Module 3 PPT
PDF
Notes
Module 3 Notes
PDF
Practice Test
Practice Test
Exercise
Module 4- Loans
1 Exercises • 12 Learning Materials
Loans
Loans
Video
00:05:25
Types of Loan
Types of Loan
Video
00:10:15
Personal Loan
Personal Loan
Video
00:11:44
Home Loan
Home Loan
Video
00:13:21
Auto Loan
Auto Loan
Video
00:08:35
Education Loan
Education Loan
Video
00:09:06
Business Loan
Business Loan
Video
00:07:57
Credit Card
Credit Card
Video
00:12:32
CIBIL Score
CIBIL Score
Video
00:10:18
EMI Calculation
Emi Calculation
Video
00:05:30
PPT
Module 4 PPT
PDF
Notes
Module 4 Notes
PDF
Practice Test
Practice Test
Exercise
PFP Bonus Module
1 Exercises • 15 Learning Materials
Financial Planning
Financial Planning
Video
00:05:12
Part 2
Video
00:13:34
Budgeting
Budgeting
Video
00:10:44
Saving And Investment
Video
00:09:03
Debt Management
Video
00:08:05
Retirement Plan
Retirement Plan
Video
00:10:51
Insurance Planning
Insurance Planning
Video
00:07:02
Tax Planning
Tax Planning
Video
00:08:24
Estate Planning
Estate Planning
Video
00:06:49
Financial Plan
Financial Plan
Video
00:18:17
Current Scenerio
Video
01:03:59
Understanding Financial Plan
Video
00:13:48
PPT
PPT
PDF
Notes
PFP Module Notes
DOC
Assignment
Financial Plan Sample
DOC
Financial Plan
Assignment
Course Instructor
Jash Vora
9 Courses • 236 Students
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