This course introduces students to the concepts and techniques used in personal financial planning and wealth management. This course requires some familiarity with introductory algebra, accounting, and basic finance concepts. Topics covered in this course include: Concept of Financial Planning, Financial Mathematics for Personal Finance, Financial Statements Analysis, Cash flow Planning, Debt Planning, Investment Planning & Portfolio Management, Insurance & Tax Planning, Retirement Planning, Employee Benefits, and Estate Planning, and a discussion on the method of integrating these disciplines into an overall financial plan tailored to individual needs.
- Teacher: RAVI RAUSHAN JHA
- Teacher: ASMITA MAHAPATRA
- Teacher: Admin User
- Teacher: PREETI KALYAN
- Teacher: Admin User
- Teacher: Admin User