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Introduction to Financial Planning- key concepts, risk profiling and identifying returns

 

In this eLearning module on Introduction to Financial Planning- key concepts, risk profiling and identifying returns, we will look at the importance of financial planning and the process for goal-based financial planning. We will also cover retirement planning and insurance planning.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Importance of Financial Planning
  • What is Financial Planning?
  • Advantages of Financial Planning
  • Components of Financial Planning
  • Prioritising Goals
  • Time Horizon
  • Benefits of Goal-based Financial Planning

Financial Planning Process
  • Steps of Financial Planning
  • Define Financial Goals
  • Assess the Current Financial State
  • Draw up the Risk Profile
  • Types of Risk Profile
  • Pick the Asset Allocation mix
  • Sample Asset Allocation
  • Execute the Financial Plan
  • Review and Rebalancing
  • Portfolio Rebalancing Strategy
  • Frequency of Portfolio Rebalancing
  • Common mistakes in Goal Planning

Retirement Planning
  • Retirement Planning in India
  • Estimating Retirement Corpus
  • Glide Path for Retirement Planning
  • Glide Path for Retirement Planning :Example

Insurance Planning
  • Risk Mitigation Tool
  • Human life Value (HLV)
  • Calculating HLV
  • Other insurance types

 

 

Module Fees: Rs. 2500/-                                  Access period: 3 months                                 Learning time: 3 hours

 

 

Steps to purchase

 

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Detailed steps

Features of eLearning modules:

 

 

Real life case studies

 

Real life case studies built leveraging our expertise in research, ratings & risk solutions

 

Expert Speak

 

Insights incorporated in eLearning, based on 15+ years of classroom training experience

 

Glossary & Resources

 

End to end structure comprising basic definitions to advanced readings

 

Visuals for workflows

 

Use of visuals to show a complex process or workflow

 

Interactive examples

 

Interspersed with practice exercises and interactive examples to help apply concepts

 

Knowledge checks

 

Knowledge checks at the end of each topic to ensure absorption of concepts

 

Animations

 

Animations & Characters to make complex concepts easy to learn

 

Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met