Personal finance for wellbeing (SCORM Based)

Self-Paced

Fee:

₹9,999

Shilpa Bhaskar Gole | Financial Trainer

₹9,999

Shilpa Bhaskar Gole

12 weeks

58

4 Yes

AISECT Learn

English

1 Year access

Yes

Money is crucial for everyone. A penny saved is a penny earned. Your dreams are often limited by money, which affects or increases your happiness and determines your living standard. And yet…how to manage money is not considered worth discussing in school! As a result, many of us mismanage finances, accumulate debt, default on mortgages, lose investments, and abandon retirement plans. This course on Personal finance for wellbeing can help you learn how to make money work for you. The course provides a faster way to understand how money functions: How do you manage your money? How can you manage debt? How can you determine your financial wealth? How can you pay your fair share of taxes and nothing more? How can you prepare for retirement? How can you invest your money? How can you prepare your estate for when you pass on? And most importantly, how can you manage your emotions while managing your money? Happy Learning!

Objectives

The objective of this course is after completion of the course, learner will be able to: Approach personal finance with clarity and confidence. Create a simple financial action plan. Start simple action steps to achieve financial goals.

To give learners a basic understanding of:-

Personal Finance

Financial Action Plan

Start Simple Action Steps

Achieve Financial Goals

What Will You Learn

By the end of the course, you would be learning multiple skillsets, including: 1. How to manage your emotions and mindset around money 2. How to set financial goals and build a financial action plan 3. Important financial goals to plan for 4. Basics of investing, budgeting, and insurance 5. How to plan income tax outgo 6. How to plan for retirement 7. How to leave behind wealth for your loved ones through a sound estate plan

Money Management

Financial Planning

Personal Finance

Self-management

Self-development

Holistic wellbeing

Financial wellbeing

Investing

SKILLS YOU WILL GAIN

Money ManagementFinancial PlanningPersonal FinanceSelf-managementSelf-developmentHolistic wellbeingFinancial wellbeingInvesting

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Curriculum

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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