Prominence of Financial Planning

This comprehensive course, presented by Punit Sethia, covers essential concepts of financial planning, helping you develop a robust plan for achieving your financial goals. The course delves into goal setting across short-term, medium-term, and long-term horizons, and teaches you how to assess your current financial situation, including income, expenses, and net worth.

You will learn the crucial role of insurance and emergency funds, and how to build an investment strategy tailored to your individual risk tolerance and objectives. The course emphasizes a long-term investment perspective, the importance of regular portfolio reviews, and the risks of chasing returns without a solid plan. Additionally, practical tips on managing debt and using credit cards responsibly are covered to ensure holistic financial health. By the end of this course, you’ll be equipped with the knowledge to create a clear and effective financial plan to achieve lasting financial stability.