Basics of Taxation

Introduction

Basics of tax

Important terms in tax

Tax calculation and exceptions

Income tax saving

Introduction to Financial Planning

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

Introduction to Budgeting

Introduction to the module

Introduction to budgeting

Key benefits of budgeting

Common myths about budgeting

How to create your own budget

Excel for budgeting

Setting goals & making adjustments

Debt repayment strategies

The 20/4/10 rule for buying a car

Excel for buying a car

Introduction to Insurance

Life insurance: Who, What, Why

Types of life insurance

Types of term insurance

Steps to buy life insurance

Health insurance: why and how much

Types of health insurance

Add-ons of health insurance

Exclusion

Things to remember and claim settlement

Investing

Introduction to investing

Why are investments necessary

Assets and expected returns

Goal-based investing strategy

Know your net worth

Final investment plan

Excel for investing

Home loan interest and repayment strategies

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. Enroll in the course to embark on your journey towards financial independence.

Financial Planning by Sanjay Kathuria (English)

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Learn various concepts like budgeting, choosing the right life & health insurance plans, investing based on your goals, & strategies to minimize liabilities.

Online Financial Planning Course in English by Sanjay Kathuria | Upsurge.club