Planyourworld Wealth Freedom Training

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Course curriculum

1. E-book
2. E-book (Hindi)
1. Day 1 - Goal Setting
2. Day 2 - Financial Freedom
3. Day 3 - Implementation
1. Goal Setting - Accounting Habits
2. Know Your Post Tax Return On Investments (07 March 2025)
3. Goal Based Streamlining Investments 30th June 2024
4. Budgeting And ITR Financial Freedom (21 June 2025)
5. Planning Emergency Fund
6. Prepare Your Retirement Plan
7. Session 3 - Implementation
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. 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)
1. Goal Based Portfolio 13 Dec 24
2. 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. Finalizing Your Strategy For Retirement Income (10 August 2024)
2. Retirement Income Gap Calculator
1. Loan Management
2. Loan Part 2
1. How to Buy Term Plan I
2. How To Buy Term Plan II
3. 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
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. 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. Software Demo

About this course

$300.00
87 lessons
133.5 hours of video content

Discover your potential, starting today

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Planyourworld Training Academy

Planyourworld Wealth Freedom Training

Course curriculum

Money IQ Class

Money IQ Recording

Welcome To Course "Freedom Planner" - Prepare Your Financial Plan

Different Questionnaires For Financial Plan

Data Gathering For Business Owners

How To differentiate Good Bad Investment For Your

Planyourworld Weekly Update

Review

Basics Of Retirement Planning

Finalising Your Strategy For Retirement Income

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

High Income Opportunities With CFP Certification

Money IQ Class

Budget-2025

Review 2025-26

Software Demo

About this course

Discover your potential, starting today