Personal Finance for Well-Being Skill Development Internship

Self-Paced

Fee:

₹699

Shilpa Bhaskar Gole | Financial Trainer

₹699

Shilpa Bhaskar Gole

6 weeks

2 Yes

AISECT Learn

Yes

English

1 Year access

Yes

The Personal Finance Mastery Internship is a comprehensive, self-paced program designed to equip students with essential financial knowledge and entrepreneurial skills. Aligned with AICTE guidelines, the course integrates an entrepreneurship curriculum to help participants effectively manage their money, create wealth, and explore financial opportunities. By developing practical expertise, students can enhance their financial literacy and gain insights into career opportunities in the finance domain, such as financial planning, wealth management, and entrepreneurship.

Objectives

This internship program is designed to:

Provide in-depth financial knowledge: Understand key financial concepts, including budgeting, investing, insurance, and taxes.

Facilitate real-world applications: Apply financial principles through hands-on projects and simulations.

Build confidence in financial decision-making: Empower participants to make informed choices for financial well-being.

Offer entrepreneurial insights: Learn to manage finances from an entrepreneurial perspective and explore business opportunities.

Highlight career pathways: Equip students with the foundational knowledge needed to pursue careers in finance and related fields.

Foster financial independence: Create a tailored financial action plan to achieve personal and professional goals.

What Will You Learn

– Master core principles of personal finance and wealth management.
– Develop a healthy mindset and approach to managing money.
– Create a personalized financial action plan to meet your goals.
– Understand budgeting, investing, insurance, and tax planning to build financial stability.
– Explore retirement planning and strategies for leaving a legacy.
– Learn business finance management within the entrepreneurial framework.
– Discover potential career paths in finance, including financial consulting, tax planning, investment advisory, and entrepreneurship.

Financial Planning: Learn to set clear financial goals and develop actionable plans to achieve them.

Investment Strategies: Gain knowledge of asset classes, mutual funds, and strategies to make informed investment decisions.

Entrepreneurship Insights: Understand how personal finance is pivotal in managing business finances and creating opportunities.

Tax Planning: Acquire the skills to optimize tax planning and efficiently file returns.

Retirement and Debt Management: Plan for a secure future and manage debts effectively.

Career in Finance: Build a strong foundation for careers in financial planning, wealth management, investment advisory, and entrepreneurship.

SKILLS YOU WILL GAIN

Financial Planning: Learn to set clear financial goals and develop actionable plans to achieve them.Investment Strategies: Gain knowledge of asset classes, mutual funds, and strategies to make informed investment decisions.Entrepreneurship Insights: Understand how personal finance is pivotal in managing business finances and creating opportunities.Tax Planning: Acquire the skills to optimize tax planning and efficiently file returns.Retirement and Debt Management: Plan for a secure future and manage debts effectively.Career in Finance: Build a strong foundation for careers in financial planning, wealth management, investment advisory, and entrepreneurship.

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Curriculum

1.1 Money and Time Trade-off

1.2 Money and Emotions

1.3 Meaning of Financial Wellbeing

1.4 Vision for Life

1.5 Importance of a Financial Action Plan

2.1 Review Financial Action Plan

2.2 Revisit Financial Action Plan

2.3 Plan Action Steps

2.4 SIP / Lumpsum Investment Calculator

2.5 The Power of Compounding in Investing

2.6 Money Habit System

2.7 Life Insurance Cover Calculator

2.8 Third Important Financial Goal

2.9 Retirement Cash Flow Budget Calculator

2.10 Financial Freedom / Retirement Calculator

3.1 Assets and Liabilities

3.2 Assets and Liabilities Calculator

3.3 Mapping goals to assets

3.4 Mapping goals to assets

4.1 Review Financial Action Plan

4.2 Revisit Financial Action Plan

4.3 Plan Action Steps

4.4 SIP / Lumpsum Investment Calculator

4.5 The Power of Compounding in Investing

4.6 Money Habit System

5.1 Important Asset Classes

5.2 Debt as an Asset Class

5.3 Equity as an Asset Class

5.4 What are Mutual Funds?

5.5 How to select a Mutual Fund

5.6 Other Asset Classes (Gold, Real estate, crypto)

5.7 Gold as an Investment

5.8 Real Estate Investment Trusts (REITs)

5.9 Government Saving Schemes

5.10 National Pension System (NPS)

5.11 Public Provident Fund (PPF)

5.12 Goal-based Asset Allocation

5.13 Goal-based Asset Allocation Calculator

6.1 Borrowing versus Investing

6.2 Home Loans and Car Loans

6.3 Buy Now Pay Later

6.4 Using Credit Cards

6.5 Action Plan to Repay Debt

8.1 Introduction to Income Tax

8.2 Calculating Income Tax

8.3 Planning tax outgo

8.4 Filing Income Tax Return

8.5 Income Tax Calculator

10.1 Discover Money Beliefs

10.2 Money Beliefs and Associated Behaviors

10.3 Rewiring Money Beliefs

10.4 Consulting Experts

11.1 Introduction to the concept of enterprise

112 Examples of Real world enterprises

11.3 Types of enterprises - Overview

11.4 Discussion on young entrepreneurs

11.5 Characteristics of entrepreneurs

11.6 Advantages and Disadvantages of entrepreneurship

11.7 Jobs Vs Entrepreneurship

11.8 Types of Entrepreneurships

12.1 Exploring ideas: Starting with your own idea

12.2 Using pre-existing ideas

12.3 Sources of ready ideas and schemes

12.4 Market survey -How to gather information

12.5 Secondary study and reports

12.6 Primary study

12.7 Identifying and analyzing competitors and their products

12.8 Identifying your target markets: Identifying who will buy, geography

12.9 Customer types - tools and templates to shortlist market segment

14.1 Ideate and Plan Your Business

14.2 Secondary Market Research

14.3 Developing Market Strategy

14.4 Financial Forecast

14.5 Elevator Pitch

Instructor

Shilpa Bhaskar Gole

> Financial Fitness Coach FFC® > FPSB™ Investment Planning Specialist > FPSB™ Retirement & Tax Planning Specialist

Investment and Tax Planning Specialist

Shilpa holds an MBA from the Institute of Rural Management Anand (IRMA), Gujarat and a graduate degree in Civil Engineering from RVCE, Bangalore. She started her career with Dvara Solutions, designing financial products and wealth management solutions for customers in remote rural India.

Shilpa is a certified Financial Fitness Coach FFC® and an FPSB™ Investment Planning Specialist.

With her passion to see financially confident people around the world, she founded Nerdy Bird Financial Wellness. Shilpa conducts one-to-one as well as group financial wellness sessions to deepen awareness, action and confidence around money.

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