Beruflich Dokumente
Kultur Dokumente
Index
Section 1 Introduction To Personal Finance
L1.1 CA Rachana Ranade Introduction
L1.2 Course Overview
L2 Example of Insurance
L3 Need for Financial Education
L4 Savings vs Investment
L5 8th wonder of the world - Quiz
L6 Using Excel to calculate FV with PV
L7 Revision
L8 Excel to calculate FV with PV
Section 2 Habits that will make you rich
L1 What is budgeting & its benefits
L2 50 - 30 - 20 Rule
L3 How to build your budget?
L4 Story of Budgeting
L5 Revision
L6 5 MCQs
Section 3 Goal Setting & Inflation - The monster which can eat up your investments
L1 Concept of SMART Goals & Examples
L2 How to achieve them SMART Goals?
L3 What is inflation?
L4 Effects of inflation
L5 Estimate future prices of commodities
L6 Effects of Inflation on investment
L7 Revision
L8 Excel to calculate future prices of commodities
Section 4 Different Investment Vehicles
L1 Choosing the Right Investment Option
L2 Risk & Return
L3 Bank Deposits
L4 Post Office Schemes
L5 Bonds/ Debentures
L6 Company FDs
L7 Bullion (Gold, Silver etc)
L8 Real Estate
L9 Equity
L10 Mutual Funds
L11 Financial Planning Pyramid
L12 Revision
L13 5 MCQs
Section 5 Insurance
L1 What is insurance
L2 Life Insurance & its types
L3 Medical Insurance & Personal Accident Insurance
L4 How much insurance do I need?
L5 Revision
L6 5 MCQs