Course curriculum

    1. Foundation - Day 1

    2. Financial Freedom - Day 2

    3. Implementation -Day 3

    1. Starting As Self Wealth Manager

    2. Accounting Habits For Wealth Creation (12th July 2024)

    3. Important Discussion

    4. Filling Advanced Excel Format

    5. Advanced Excel Format

    6. Consolidate Your Finances

    7. Calculator To Evaluate Your Wrong Investments

    8. Session 3 - Implementation

    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. Data & Review (5th April 2024)

    8. Goal Based Streamlining Investments 30th June 2024

    9. Impact of Budget 2024 (Part 1 - 26 July 2024)

    10. Impact of budget Part-2 (4 August 2024)

    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. Implementation (Recording 4th Feb 2024)

    12. 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

    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)

    5. Download Tools

About this course

  • $300.00
  • 91 lessons
  • 155 hours of video content

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