Financial Planning by Sanjay Kathuria (English)
What You Will Learn
Effectively planning your finances
Creating a personalized budget
Strategies for paying off debt
Selecting the right life insurance policy
Choosing the right health insurance coverage
Planning investments according to your financial goals
Important tax concepts
Tips to save on income tax
Your Course Overview
5 sections • 41 topics • 4 hrs 21 mins content
1. Introduction to Financial Planning
50 mins
Introduction to financial planning
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Myths of financial planning
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Benefits of financial planning
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Problems without financial planning
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Steps for financial planning
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Mindset
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Biases
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How to overcome biases
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2. Introduction to Budgeting
53 mins
Introduction to the module
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Introduction to budgeting
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Key benefits of budgeting
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Common myths about budgeting
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How to create your own budget
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Excel for budgeting
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Setting goals & making adjustments
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Debt repayment strategies
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The 20/4/10 rule for buying a car
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Excel for buying a car
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3. Introduction to Insurance
1 hr
Introduction to the module
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Life insurance: Who, What, Why
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Types of life insurance
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Types of term insurance
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Steps to buy life insurance
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Health insurance: why and how much
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Types of health insurance
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Add-ons of health insurance
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Exclusion
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Things to remember and claim settlement
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4. Investing
44 mins
Introduction to investing
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Why are investments necessary
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Assets and expected returns
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Goal-based investing strategy
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Know your net worth
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Final investment plan
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Excel for investing
Download
Home loan interest and repayment strategies
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5. Basics of Taxation
38 mins
Introduction
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Basics of tax
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Important terms in tax
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Tax calculation and exceptions
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Income tax saving
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About The Course
Learn From - Sanjay Kathuria, CFA

Founder, ProfitsFirst
15+ Years
34,881 Learners
Sanjay Kathuria, CFA
Sanjay Kathuria, a CFA and MBA (Finance) graduate, retired at 39 after 16 years of corporate success. As the founder of Profits First, he's dedicated to financial literacy and independence through tailored investment strategies, specializing in options trading. With a background in engineering and a passion for empowering others, he's helped thousands achieve financial freedom through prioritizing profits and pursuing passive income. Enroll in the course to embark on your journey towards financial independence.Frequently Asked Questions
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