BeginnerBusiness
Financial Planning & Wealth Management
Master personal financial planning and wealth management. Learn budgeting, investing, tax planning, retirement planning, and insurance. Achieve financial freedom with smart money management.
4.8
1670 students
5 weeks
Prateek Joshi
Certified Financial Planner helping clients build wealth
₹7,000
Lifetime access
10 live sessions
Financial calculators
Planning templates
Certificate of completion
1-on-1 consultation
What you'll learn
Personal finance fundamentals
Budgeting and saving
Investment planning
Tax planning strategies
Retirement planning
Insurance planning
Debt management
Estate planning basics
Course Curriculum
Week 1-2
Financial Basics
Introduction to Financial PlanningFinancial Goal SettingBudgeting TechniquesEmergency FundDebt ManagementCredit Score
Week 3
Investing
Investment BasicsMutual FundsFixed IncomeReal EstateAsset AllocationPortfolio Building
Week 4-5
Planning & Protection
Tax PlanningRetirement PlanningInsurance PlanningEstate PlanningFinancial IndependenceFinal Project: Personal Financial Plan
Student Success Stories
"This course exceeded my expectations. Prateek Joshi made complex topics easy to understand."
Arjun Patel
Financial Planning & Wealth Management Graduate
"Best investment in my professional development. The practical projects were invaluable."
Neha Sharma
Career Switcher