Self Wealth Manager Mentoring Programme

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Course curriculum

1. Starting As Self Wealth Manager
2. Know Your Post Tax Return On Investments (07 March 2025)
3. Excel- 1.25 Lac Capital Gains Calculator
4. Accounting Habits For Wealth Creation (12th July 2024)
5. Important Discussion
6. Filling Advanced Excel Format
7. Advanced Excel Format
8. Consolidate Your Finances
9. Calculator To Evaluate Your Wrong Investments
10. Session 3 - Implementation
11. Planning Emergency Fund (25 October 2024)
12. Prepare Your Retirement Plan (10 November 2024)
13. Review Clarification (02 March 2025)
14. Session (15 March 2025)
15. Clarification Session (23 March 2025)
16. Clarification Session (30 March 2025)
1. Session 4 Recording
2. Life Planning & Cash Flow
3. Cash flow 1st Part
4. Cash flow 2nd Part
5. Goal Based Asset Allocation Part 1
6. Goal Based Asset Allocation Part 2
7. Goal Based Streamlining Investments 30th June 2024
8. Impact of Budget 2024 (Part 1 - 26 July 2024)
9. Impact of budget Part-2 (4 August 2024)
10. Goal Based Portfolio 13 Dec 24
1. What Is Retirement Planning
2. Myths & Mistakes Of Retirement Planning
3. No. 1 Rule For Investment
4. Rule No. 1 of Investments Part 2
5. Rule No. 2 For Investment
6. Rule No. 3 Of Investment
7. Check Your Resources To Create Retirement Income
8. Your Current Savings
9. How Many Years Your Retirement Fund Will Last With Your Savings
10. Download Tools For Assignments
11. How To Differentiate Good And Bad Investments
12. Implementation (Recording 4th Feb 2024)
13. SIP Wealth Calculator
1. Funding The Retirement Gap Part 1 On 26 May 2024
2. Funding The Retirement Gap Part 2 On 26 May 2024
3. Retirement Income Gap Calculator
4. Finalizing Your Strategy For Retirement Income (10 August 2024)
1. Planning Emergency Fund For Family
1. Loan Management (20 October 2024)
1. How to Buy Term Plan I
2. How To Buy Term Plan II (New)
3. Human Life Value (7th June 2024)
1. Settlement of Child (4 October 2024)
1. Introduction To Mutual Funds
2. Guide- How To Manage Mutual Funds
3. MF 1
4. MF 2
5. MF 3
6. Lump sum Investment (8th March 2024)
7. Stress Test Of Small Cap (15th March 2024)
8. Managing Risk In MF In Volatile Markets 10th May 2024
9. Mutual Fund Risk Management & Review (2nd June 2024)
10. Mutual Fund Review (26th April)
11. Mutual Fund Account Recording (2 September 2024)
12. How to invest in a Direct Plan of Mutual Funds
13. Mutual Fund Taxation After Budget ( 27 September 2024 )
14. Index Fund Recording (13 October 2024)
15. SWP (Systematic Withdrawal Plan) 15 September 2024
16. 1.25 Lac Capital Gain Calculate Excel Video (switch from regular to direct) 24 November 2024
17. MF 1.25 Lac Calculation Excel
18. Understanding Different Schemes Of Mutual Fund Part-1 (22 December 2024)
19. Understanding Different Schemes Of Mutual Fund Part-2 (29 December 2024)
1. 5 Steps Process Of Planning Retirement Income
2. Define Income Requirement After Retirement
3. Compare And Choose From All The Sources Of Income For Retirement In India
4. Recording Of Live Session Creating 5 Sources To Pay Monthly BIlls For Retirement (Must Watch)
1. Consultancy - FOCO (16th June 2024)
2. 15th Dec 24 Consultancy And Implementation Clarification
3. Alternate Income Mastery Class - Foundation
4. Alternate Income Mastery Class Day 2 - Income Options
5. Alternate Income Mastery Class - Commitment To Learn
6. Creating Alternate Income 14th Jan 2024
7. Creating Alternate Income (17th March 2024)
1. Mentoring Startup Part 1
2. Mentoring Startup Part 2
3. How To Sell For Zomato Or Swiggy (For House Wife)
4. Understanding Business Structures to Start Business (6 December 2024)
5. Performance Marketing 1 (7th July 2024)
1. CS 1
2. CS 24 Feb 2024
3. CS 16 Mar 204
4. CS 24th March 2024
1. Case Study 1 Ravi
1. Loan Part 2
2. PE Ratio Fund And Tax Saving Investments FY 23-24
3. NRI Special
4. Cash flow 1 year (31st March 2024)
5. 1 Year Cash Flow Excel Sheet
6. Valuation Models
7. Commitment For Retirement Planning Part 1 (19 April 2024)
8. Commitment For Retirement Planning Part 2 (21 Apr 2024)
9. Understanding And Managing Risk (3rd May 2024)
10. Financial Calculators Part 1 (19th July)
11. Investment After Budget (09 August 2024)
1. Creating Rental Income (23 August 2024)
2. Taxation in Rental Income 16 august 2024
1. HUF (14th June 2024)
2. ITR Tips (21st June 2024)
3. Income Tax Calculator (for approximate figures)
4. Capital Gains Tax Planning FY 23-24
5. Tax Saving Comparison
6. Tax Planning (10 January 2025)
1. WILL Planning
1. Data & Review (5th April 2024)
1. CFP Certification
1. Foundation - Day 1
2. Financial Freedom - Day 2
3. Implementation -Day 3
1. SWP & Tax Planning (03 January 2025)
2. Know Your Post Tax Return On Investments (07 March 2025)
3. Update (2 November 2024)
4. Review As Per FY 24-25 (28 February 2025)
1. Retirement Planning and Financial Freedom Part-2 (15 November 2024)
1. Post Budget Discussion (07 February 2025)

About this course

$300.00
120 lessons
194 hours of video content

Discover your potential, starting today

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Planyourworld Training Academy

Self Wealth Manager Mentoring Programme

Course curriculum

Welcome To Course "Self Wealth Manager" - Prepare Your Financial Plan

Learning

Basics Of Retirement Planning

Finalising Your Strategy For Retirement Income

Planning Emergency Fund

Loan Management

Life Insurance

Settlement of Child

Mutual Fund

Five Steps Process To Plan Retirement Income

Alternate Income Mastery Class

Mentoring Startup

Clarification Sessions (Recorded)

Case Study

Other Topics

Rental Income

Tax Planning

Estate Planning

Review Your Situation

High Income Opportunities With CFP Certification

Money IQ Class

Planyourworld Weekly Update

Retirement Planning and Financial Freedom Part-2

Budget-2025

About this course

Discover your potential, starting today