Edali Preloader
  • Home
  • Personal Finance and Budgeting

Personal Finance and Budgeting

Personal Well-Being

Personal Finance and Budgeting

Personal Well-Being

Personal Finance and Budgeting

  • Program Status
    Program Status:
    To be Launched Soon
  • Certification:
    Yes
  • Mode
    Mode:
    Videos + Live Sessions
  • Duration
    Duration:
    10 Videos / 1 hour each
  • Online Sessions
    Online Sessions:
    2 (1 hour each)
  • Efforts:
    3-4 hours / week
  • Classes
    Classes:
    Self-Paced
  • Assignments:
    Yes
  • Quizzes:
    Yes

About Program

Overview

The Personal Finance and Budgeting Mastery course is designed to equip individuals with the essential skills and knowledge required to effectively manage their personal finances. The course covers budgeting techniques, investment fundamentals, debt management, and long-term financial planning. Participants will gain practical insights and tools to make informed financial decisions and achieve their short and long-term financial goals.

Benefits

  • Gain a comprehensive understanding of personal finance principles
  • Learn practical budgeting strategies for effective financial management
  • Acquire skills to make informed investment decisions
  • Develop the ability to manage and reduce debt
  • Create a long-term financial plan for financial security and wealth accumulation
  • Practical Application: Gain hands-on experience in crafting effective resumes, leveraging professional networks, and mastering interview techniques through practical assignments and a capstone project.
  • Expert-Led Learning: Access pre-recorded video lectures from industry practitioners and seasoned professionals, supplemented by live sessions for interactive learning.
  • Career-Ready Skills: Develop essential skills to effectively communicate professional qualifications and excel in job interviews.

Curriculum

Pre-recorded Videos:

  • Introduction to Personal Finance and Budgeting (2 hours)
  • Understanding Income, Expenses, and Savings (3 hours)
  • Budgeting Techniques and Tools (4 hours)
  • Investment Fundamentals: Stocks, Bonds, and Mutual Funds (5 hours)
  • Retirement Planning and Wealth Accumulation (4 hours)
  • Debt Management and Credit Scores (3 hours)
  • Risk Management and Insurance (2 hours)
  • Tax Planning and Strategies (3 hours)

Quizzes: Weekly quizzes after each module to assess understanding and retention of key concepts (12 quizzes)

Assignments:

  • Budgeting Case Study Analysis (2 hours)
  • Investment Portfolio Simulation and Analysis (3 hours)
  • Debt Reduction Strategy Development (2 hours)
  • Tax Planning Scenario Analysis (2 hours)
  • Financial Goal Setting and Planning (3 hours)

Capstone Project: Develop a Personal Financial Plan covering budgeting, investments, debt management, and long-term financial goals. (10 hours)

Weekly Live Sessions:

  • Scheduled weekly live doubt-clearing sessions (1 hour) to discuss course material, assignments, and address any queries.

The course is structured to provide a comprehensive understanding of personal finance and budgeting, with a focus on practical application through assignments and the capstone project. The combination of pre-recorded videos, quizzes, assignments, and live sessions ensures a holistic learning experience for participants. Upon successful completion, participants will receive a certificate.

Video 1: Financial Goal Setting

Overview
This topic focuses on the importance of setting short-term and long-term financial goals, understanding needs versus wants, and aligning goals with personal values and aspirations.

Relevance
Setting financial goals is fundamental to effective budgeting and financial planning, enabling individuals to prioritize their spending and savings in line with their objectives.

Video 2: Managing Income and Expenses

Overview
This topic explores strategies for tracking income, categorizing expenses, and creating a balanced budget to achieve financial stability and address financial challenges.

Relevance
Understanding income management and expense tracking is crucial for individuals to gain control over their financial resources and make informed budgeting decisions.

Video 3: Creating a Personal Budget

Overview
This topic delves into the process of creating a personal budget, including income allocation, expense prioritization, emergency fund planning, and budget adjustment techniques.

Relevance
Budgeting is a key component of personal financial management, enabling individuals to control spending, save for future goals, and navigate financial uncertainties.

Video 4: Managing Debt and Credit

Overview
This topic covers strategies for managing debt, understanding credit scores, debt repayment methods, and leveraging credit responsibly for financial well-being.

Relevance
Debt management and credit utilization are essential aspects of personal finance, impacting individuals’ financial stability, borrowing capacity, and long-term financial goals.

Video 5: Saving and Investment Planning

Overview
This topic explores different saving strategies, investment options, risk assessment, and long-term financial planning to build wealth and achieve financial security.

Relevance
Saving and investing are critical for individuals to secure their financial future, build assets, and achieve their financial milestones through strategic planning.

Video 6: Retirement Saving and Planning

Overview
This topic focuses on retirement saving goals, retirement accounts, investment vehicles, and retirement income planning to ensure financial security during retirement years.

Relevance
Retirement planning is essential for individuals to build a financial cushion, ensure a comfortable retirement lifestyle, and mitigate financial risks in old age.

Video 7: Tax Management and Planning

Overview
This topic covers the basics of personal taxation, tax planning strategies, tax-saving investments, and understanding tax implications on financial decisions.

Relevance
Understanding personal taxation and tax planning enables individuals to optimize their tax liabilities, maximize tax benefits, and enhance their overall financial well-being.

Video 8: Understanding Insurance and Risk Management

Overview
This topic explores the role of insurance in financial planning, risk assessment, coverage evaluation, and the importance of insurance for safeguarding against unforeseen events.

Relevance
Risk management and insurance are crucial for individuals to protect their assets, manage financial risks, and ensure financial security for themselves and their families.

Video 9: Consumer Financial Decisions

Overview
This topic addresses consumer financial decisions, such as borrowing, purchasing, and financial products evaluation, empowering individuals to make informed and prudent financial choices.

Relevance
Developing financial decision-making skills is essential for individuals to navigate consumer choices, avoid financial pitfalls, and optimize their financial resources.

Video 10: Motivating Others and Building Support

Overview
This topic focuses on promoting financial well-being, behavioral finance principles, money mindset, and strategies for fostering a healthy relationship with money.

Relevance
Enhancing financial wellness and understanding behavioral finance principles is fundamental for individuals to develop positive financial habits, manage financial stress, and achieve holistic financial well-being.

Live Doubt Clearing and Mentorship Sessions:

Two live sessions of 1 hour each will be dedicated to doubt clearing and mentorship, providing learners with the opportunity to engage with financial experts, seek clarification on course topics, and receive personalized guidance on practical application of personal finance and budgeting strategies.

Related Programs


Certificate in

Goal Setting and Self-Motivation

Self Paced Learning Program
  • Program Status
    Program Status:
    To be Launched Soon
  • Certification:
    No
  • Mode
    Mode:
    Videos + Live Sessions
  • Duration
    Duration:
    10 Videos / 1 hour each
  • Online Sessions
    Online Sessions:
    2 (1 hour each)
  • Efforts:
    3-4 hours / week
  • Classes
    Classes:
    Self-Paced
  • Assignments:
    No
  • Quizzes:
    No
Certificate in

Stress Management

Self Paced Learning Program
  • Program Status
    Program Status:
    To be Launched Soon
  • Certification:
    Yes
  • Mode
    Mode:
    Videos + Live Sessions
  • Duration
    Duration:
    10 Videos / 1 hour each
  • Online Sessions
    Online Sessions:
    2 (1 hour each)
  • Efforts:
    3-4 hours / week
  • Classes
    Classes:
    Self-Paced
  • Assignments:
    Yes
  • Quizzes:
    Yes

Earn a certificate

Add this certificate to your resume to demonstrate your skills & increase your chances of getting noticed.

selected template

Student Ratings & Reviews

No Review Yet
No Review Yet
Share Course
Page Link
Share On Social Media
$2 500.00

Want to receive push notifications for all major on-site activities?