Freedom Planner

Buy $200.00

Course curriculum

1. Goal Setting - Accounting Habits
2. Planning Emergency Fund
3. How To Buy Term Plan II
4. Goal Based Streamlining Investments 30th June 2024
5. Know Your Post Tax Return On Investments (07 March 2025)
6. Budgeting And ITR Financial Freedom (21 June 2025)
7. Prepare Your Retirement Plan
8. Stepup SIP Calculator
9. Implementation
1. Finalizing Your Strategy For Retirement Income (10 August 2024)
2. Retirement Income Gap Calculator
1. Different Questionnaires For Financial Plan (17 July 2025)
2. Excel With Questions
1. Filling Advanced Excel Format (For Business Families)
2. Advanced Excel Format For Business Owners
1. Asset Allocation With Tax Planning (15 March 2025)
1. Consolidate Your Finances
2. Calculator To Evaluate Your Wrong Investments
3. How To Differentiate Good And Bad Investments
1. SWP & Tax Planning (03 January 2025)
2. Starting Consultancy (26 Dec 2025)
1. Goal Based Portfolio 13 Dec 24
2. Goal Based Asset Allocation Part 1
3. Goal Based Asset Allocation Part 2
4. Session 4 Recording
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. Implementation (Recording 4th Feb 2024)
10. SIP Wealth Calculator
1. Loan Management
2. Loan Part 2
1. How to Buy Term Plan I
2. Human Life Value
1. Settlement of Child
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
7. Managing Risk In MF In Volatile Markets 10th May 2024
8. Mutual Fund Risk Management & Review (2nd June 2024)
9. Mutual Fund Review (26th April)
10. Mutual Fund Account Recording 1
11. How to invest in a Direct Plan of Mutual Funds
12. Mutual Fund Taxation After Budget ( 27 September 2024 )
13. Index Fund Recording
14. SWP (Systematic Withdrawal Plan)
15. How To Switch From Regular to Direct Plan In MF
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)
20. PE Ratio Fund And Tax Saving Investments FY 23-24
21. Review your mutual fund (30 May 2025)
22. Mutual Fund Review Cases (06 June 2025)
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. Basic Of Creating Passive Income (13 June 2025)
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. Alternat income part-1 (05 September 2025)
8. Alternat income part-2 (07 September 2025)
1. Mentoring Startup Part 1
2. Mentoring Startup Part 2
1. Performance Marketing 1 (7th July 2024)
1. NRI Special
1. Creating Rental Income (23 August 2024)
2. Taxation in Rental Income 16 august 2024
1. WILL Planning
1. Goal setting - identify priority financial health check part - 1
2. Goal setting - Identify priority & financial health check part-2
1. CFP Certification
1. Foundation - Day 1
2. Financial Freedom - Day 2
3. Implementation -Day 3
1. Post Budget Discussion (07 February 2025)
1. Financial Planning For 2025-26 And research on mutual funds Par-1 (18 April 2025)
2. Financial Planning For 2025-26 And Research on Mutual Fund Par - 2 (25 April 2025)
1. Follow Up of Starting Business Consultancy Part - 1
2. Follow Up of Starting Business Consultancy Part - 2
1. Software Demo

About this course

$200.00
93 lessons
139.5 hours of video content

Discover your potential, starting today

Enroll today

Planyourworld Training Academy

Freedom Planner

Course curriculum

10 Days Fast Planner

Finalising Your Strategy For Retirement Income

Different Questionnaires For Financial Plan

Data Gathering For Business Owners

Asset Allocation

How To differentiate Good Bad Investment For Your

Planyourworld Weekly Update

Review

Basics Of Retirement Planning

Loan Management

Life Insurance

Settlement of Child

Mutual Fund

Five Steps Process To Plan Retirement Income

Alternate Income Mastery Class

Mentoring Startup

Marketing

For NRIs

Rental Income

Estate Planning

Goal Setting - Identify Priority & Financial Health Check

High Income Opportunities With CFP Certification

Money IQ Class

Budget-2025

Review 2025-26

Premium Consultancy

Software Demo

About this course

Discover your potential, starting today