The financial planning course covers essential topics such as budgeting, choosing the right life and health insurance plans, investing according to your financial goals, and implementing strategies to minimize liabilities. By the end of the course, you’ll have a clear understanding of how to plan your finances and make informed decisions to achieve long-term financial security.
OTHER COURSES
Financial Planning by Sanjay Kathuria (English)
What You Will Learn
Effectively planning your finances
Creating a personalized budget
Strategies for paying off debt
Selecting the right life insurance policy
Choosing the right health insurance coverage
Planning investments according to your financial goals
Important tax concepts
Tips to save on income tax
Your Course Overview
6 sections • 43 topics • 4 hrs 24 mins content
- Introduction to financial planning
- Myths of financial planning
- Benefits of financial planning
- Problems without financial planning
- Steps for financial planning
- Mindset
- Biases
- How to overcome biases
Earn a Certificate
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About The Course
Founder, ProfitsFirst
15+ Years
Sanjay Kathuria, a CFA and MBA (Finance) graduate, retired at 39 after 16 years of corporate success. As the founder of Profits First, he's dedicated to financial literacy and independence through tailored investment strategies, specializing in options trading. With a background in engineering and a passion for empowering others, he's helped thousands achieve financial freedom through prioritizing profits and pursuing passive income.
Frequently Asked Questions
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