Course curriculum

    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

    9. Planning Emergency Fund (25 October 2024)

    10. Prepare Your Retirement Plan (10 November 2024)

    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)

    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

    4. Finalizing Your Strategy For Retirement Income (10 August 2024)

    1. Planning Emergency Fund For Family

    1. Loan Management (20 October 2024)

About this course

  • $300.00
  • 101 lessons
  • 171.5 hours of video content

Discover your potential, starting today

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