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Personal Financial Planning

Course Instructor: LeapUp Edutech

FREE

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Course Overview

Schedule of Classes

Course Curriculum

5 Subjects

Module 1 - Time Value of Money, Compounding and Financial Planning

2 Exercises16 Learning Materials

Course Intro and Plan

Course Plan

Video
00:02:00

Course Intro

Video
00:02:50

Module 1 Notes

PDF

Plan for Life

DOC

Notes

PDF

Rules of Money

Rules of Money

Video
00:11:54

Plan for life

Plan for Life

Video
00:23:49

Smart Goals

SMART Goals

Video
00:07:00

Inflation

Inflation

Video
00:08:13

Compounding

Compounding

Video
00:08:51

Rule of 72

Rule of 72

Video
00:14:40

What are shares

Video
00:14:16

Annuity

Annuity

Video
00:31:14

Annuity - EMI

Video
00:34:06

Key Learning

Key Learning

Video
00:04:36

Practice Test

Practice Test

Exercise

Assignment

Assignment Instruction

PDF

Assignment

Assignment

Module 2- Savings and Investments

1 Exercises34 Learning Materials

Where do we Invest

Where do we Invest

Video
00:34:36

Equity Investment Intro

Equity Investment Intro

Video
00:03:55

Direct Equity

Direct Equity

Video
00:10:22

Unlisted Equity

Unlisted Equity

Video
00:09:48

Mutual Fund

Mutual Fund

Video
00:34:54

Portfolio Management

Portfolio Management

Video
00:06:22

Alternative Investment

Alternative Investment

Video
00:08:20

Debt Investment

Debt Investment

Video
00:16:30

Bond & Debenture

Bond & Debenture

Video
00:04:01

Commercial Papers

Commercial Papers

Video
00:03:18

Treasury Bills

Treasury Bills

Video
00:05:09

Certificate of Deposit

Certificate of Deposit

Video
00:03:22

Fixed Deposit

Fixed Deposit

Video
00:07:24

Debt Mutual Fund

Debt Mutual Fund

Video
00:31:48

Real Estate Introduction

Real Estate Introduction

Video
00:02:21

Physical Property

Physical Property

Video
00:04:56

REITs

REITs

Video
00:10:09

InvITs

InvITs

Video
00:04:44

Gold Introduction

Gold Introduction

Video
00:01:47

Gold ETFs

Video
00:05:00

Gold Mutual Fund

Gold Mutual Fund

Video
00:07:30

SGBs

SGBs

Video
00:05:14

Physical Gold

Physical Gold

Video
00:05:40

Government Initiaves Intro

Government Initiaves Intro

Video
00:07:13

SSY

SSY

Video
00:05:57

NPS

NPS

Video
00:08:42

PPF

PPF

Video
00:05:03

NSC

NSC

Video
00:05:12

APY

APY

Video
00:06:20

PMJDY

PMJDY

Video
00:08:37

Small Saving Scheme Intro

Small Saving Scheme Intro

Video
00:03:14

Various Small Saving Scheme

Various Small Saving Scheme

Video
00:07:25

Notes

Module 2 Notes

PDF

Module 2 PPT

PDF

Practice Test

Practice Test

Exercise

Module 3 - Insurance

1 Exercises26 Learning Materials

Intro to Insurance

Intro to Insurance

Video
00:01:33

What is Insurance

What is Insurance

Video
00:10:03

Life Insurance Types

Life Insurance Types

Video
00:10:36

Term Plan

Term Plan

Video
00:11:45

Whole Life Insurance

Whole Life Insurance

Video
00:06:10

Term Plan vs Whole Life Plan

Term Plan vs Whole Life Plan

Video
00:10:45

Endowment Plan

Endowment Plan

Video
00:08:33

Moneyback Policy

Moneyback Policy

Video
00:05:28

Retirement Plan

Retirement Plan

Video
00:03:33

Life Coverage needed

Life Coverage needed

Video
00:06:30

Calculating IRR

Calculating IRR

Video
00:08:48

Current or Paid up or Surrender

Current or Paid up or Surrender

Video
00:17:24

Intro to Health Insurance

Health Insurance

Video
00:08:16

Benefits of Health Insurance

Benefits of Health Insurance

Video
00:11:38

LIst of Terminologies

LIst of Terminologies

Video
00:06:36

Individual Health Insurance

Individual Health Insurance

Video
00:24:48

Family Floater Health Insurance

Family Floater Health Insurance

Video
00:08:47

Senior Citizen Health Insurance

Senior Citizen Health Insurance

Video
00:11:44

Critical Illness Health Insurance

Critical Illness Health Insurance

Video
00:06:36

Group Health Insurance

Group Health Insurance

Video
00:07:25

Travel Health Insurance

Travel Health Insurance

Video
00:09:52

Auto Insurance

Auto Insurance

Video
00:09:31

Fire Insurance

Fire Insurance

Video
00:05:48

Home Insurance

Home Insurance

Video
00:04:42

Notes

Module 3 PPT

PDF

Module 3 Notes

PDF

Practice Test

Practice Test

Exercise

Module 4- Loans

1 Exercises12 Learning Materials

Loans

Loans

Video
00:05:25

Types of Loan

Types of Loan

Video
00:10:15

Personal Loan

Personal Loan

Video
00:11:44

Home Loan

Home Loan

Video
00:13:21

Auto Loan

Auto Loan

Video
00:08:35

Education Loan

Education Loan

Video
00:09:06

Business Loan

Business Loan

Video
00:07:57

Credit Card

Credit Card

Video
00:12:32

CIBIL Score

CIBIL Score

Video
00:10:18

EMI Calculation

Emi Calculation

Video
00:05:30

Notes

Module 4 PPT

PDF

Module 4 Notes

PDF

Practice Test

Practice Test

Exercise

PFP Bonus Module

1 Exercises14 Learning Materials

Course Files

Notes

PDF

Financial Planning

Financial Planning

Video
00:05:12

Part 2

Video
00:13:34

Budgeting

Budgeting

Video
00:10:44

Saving And Investment

Video
00:09:03

Debt Management

Video
00:08:05

Retirement Plan

Retirement Plan

Video
00:10:51

Insurance Planning

Insurance Planning

Video
00:07:02

Tax Planning

Tax Planning

Video
00:08:24

Estate Planning

Estate Planning

Video
00:06:49

Financial Plan

Financial Plan

Video
00:18:17

Current Scenerio

Video
01:03:59

Understanding Financial Plan

Video
00:13:48

Assignment

Financial Plan Sample

DOC

Financial Plan

Assignment

Course Instructor

tutor image

LeapUp Edutech

549 Courses   •   44489 Students