1. Introduction to financial planning

1 min

2. Myths of financial planning

9 mins

3. Benefits of financial planning

4 mins

4. Problems without financial planning

4 mins

5. Steps for financial planning

5 mins

6. Mindset

6 mins

7. Biases

6 mins

8. How to overcome biases

3 mins

1. Introduction to the module

3 mins

2. Introduction to budgeting

5 mins

3. Key benefits of budgeting

8 mins

4. Common myths about budgeting

7 mins

5. How to create your own budget

5 mins

6. Excel for budgeting

optional

7. Setting goals & making adjustments

4 mins

8. Debt repayment strategies

11 mins

9. The 20/4/10 rule for buying a car

9 mins

10. Excel for buying a car

optional

1. Introduction to the module

1 min

2. Life insurance: Who, What, Why

5 mins

3. Types of life insurance

10 mins

4. Types of term insurance

4 mins

5. Steps to buy life insurance

5 mins

6. Health insurance: why and how much

6 mins

7. Types of health insurance

11 mins

9. Exclusion

5 mins

10. Things to remember and claim settlement

9 mins

1. Introduction to investing

2 mins

2. Why are investments necessary

6 mins

3. Assets and expected returns

5 mins

4. Goal-based investing strategy

5 mins

5. Know your net worth

2 mins

6. Final investment plan

10 mins

7. Excel for investing

optional

8. Home loan interest and repayment strategies

8 mins

1. Introduction

1 min

2. Basics of tax

7 mins

3. Important terms in tax

7 mins

4. Tax calculation and exceptions

8 mins

5. Income tax saving

7 mins