Power BI Fundamentals - Create visualizations and dashboards from scratch
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Overview
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This course provides a structured approach to personal finance and investment planning, equipping participants with essential financial literacy skills. It covers four key areas: understanding personal finance, contingency and insurance planning, investment and tax planning, and retirement and estate planning. Participants will learn budgeting, cash flow management, goal setting, and risk assessment through insurance. The course also introduces investment concepts, including stocks, mutual funds, Sensex and Nifty, fixed-income securities, and tax-saving avenues. Additionally, it emphasizes retirement planning, pension schemes like NPS, and estate planning through nominations, wills, and power of attorney. By the end of the course, learners will be equipped to make informed financial decisions and secure their financial future. With rising inflation, increasing financial complexity, and limited financial literacy in India, this course empowers students to make informed money decisions, build wealth, and achieve long-term financial security.
Syllabus
Week 1: Foundations of Personal Finance
Week 2: Managing Financial Risks - Contingency & Insurance Planning
Week 3: Investment Basics - Stocks, Indices & Mutual Funds
Week 4: Fixed Income, Tax-Saving & Government Schemes
Week 5: Risk and Return Analysis
Week 6: Debt Management and Loan Planning
Week 7: Retirement Planning & Power of Compounding
Week 8: Estate Planning & Wealth Transfer
Taught by
Deepika S R