Financial Planning
Step by Step Guide

Manish Chauhan

Last updated - AUG'23

90 mins - 3 hrs

English

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This Session is suitable for

Midlevel / Married Employees

Someone Who is new to personal finance

Investors having basic knowledge

Course Content

  1. What is Financial Planning?
  2. Short Term vs Long Term Goals
  3. 5 core mistakes to avoid in financial life
  4. Risk Profiling - Risk vs Return
  5. Calculating your Life Insurance / Emergency Fund
  6. Importance of Retirement Planning
  7. Various Asset Classes and their role in your life
  8. How to build your Portfolio
  9. Mutual Funds - Long Term Wealth Creation Tool

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Head of Community & Media, HundrED, Finland

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