Smart Money: Guide to Building Personal Finance & Wealth

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Gargee Mitra

1:43:38

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1. MODULE 1 Introduction to Personal Finance & Wealth Management

1. Chapter 1 Introduction to Personal Finance..mp4

01:54

2. Chapter 2 How do you define your Personal Finance.mp4

03:27

3. Chapter 3 What is Financial Freedom that we all crave for.mp4

10:52

4. Chapter 4 What are the SMART Financial Goals and how to set yours.mp4

03:39

2. MODULE 2 Budgeting and Cash Flow Management

1. Chapter 5 Why is Budgeting important for us.mp4

01:36

2. Chapter 6 Steps required to make an effective Budget..mp4

09:14

3. Chapter 7 Managing Cash Flow.mp4

03:23

3. MODULE 3 Saving, Investing and Debt Management

1. Chapter 8 What is an Emergency Fund and why is it important.mp4

04:16

2. Chapter 9 How to create a practical Emergency Fund that works for us..mp4

03:29

3. Chapter 10 What is a Financial Goal and the necessary steps in achieving it..mp4

06:40

4. Chapter 11 What is Investing and what to keep in mind before Investing..mp4

03:01

5. Chapter 12 Why Investing matters.mp4

03:45

4. MODULE 4 Insurance Essentials

1. Chapter 13 What is Insurance.mp4

02:30

2. Chapter 14 Risk Management through Insurance.mp4

04:23

5. MODULE 5 Estate Planning and Wealth Transfer

1. Chapter 15 What is Estate Planning.mp4

02:26

2. Chapter 16 Different ways of transferring Estate..mp4

07:13

3. Chapter 17 Why is updating your estate planning documents important.mp4

02:13

6. MODULE 6 Wealth Management Strategies

1. Chapter 18 Asset Allocation and Diversification.mp4

02:50

2. Chapter 19 Why are Asset Allocation and Diversification important.mp4

02:56

3. Chapter 20 Everything you need to know about Portfolio Rebalancing..mp4

03:39

7. MODULE 7 Behavioural Finance, Action Plan & Conclusion

1. Chapter 21 What is Behavioural Finance.mp4

01:49

2. Chapter 22 Understanding Common Cognitive and Behavioural Biases..mp4

09:15

3. Chapter 23 Impact on Financial Decisions..mp4

03:59

4. Chapter 24 Steps to achieve a Personalized Financial Action Plan.mp4

03:36

5. Chapter 25 Conclusion.mp4

01:33

Description

Master Personal Finance and Wealth Management for Financial Stability and Long-Term Success in Practicality

What You'll Learn?

Budgeting and Debt Management: Learn to create and manage a budget, and effectively manage debt.
Savings and Investment: Understand how to build savings, and learn about different investment options and strategies.
Financial Planning: Develop skills to plan for short-term and long-term financial goals.
Insurance and Estate Planning: Understand insurance needs and basics of estate planning.
Financial Tools and Literacy: Gain proficiency in using financial tools and enhance financial literacy.

Who is this for?

This course is designed for beginners eager to delve into the world of personal finance and wealth management, aiming to establish a robust financial foundation for themselves. Whether driven by curiosity or a desire to secure their financial future, participants will embark on a journey to gain essential knowledge and skills in managing money effectively. With a focus on building wealth and understanding key financial principles, this course provides a structured approach for individuals keen on enhancing their financial literacy. From budgeting basics to investment strategies and estate planning fundamentals, participants will receive comprehensive guidance tailored to their level of expertise and ambition. Whether you're just starting your financial journey or seeking to expand your understanding of finances, this course offers a valuable opportunity to equip yourself with the tools needed to navigate the complexities of personal finance and pave the way towards financial success.

What You Need to Know?

This course is for finance novices eager to learn personal finance and wealth management fundamentals, aiming to build a secure financial future.

More details

Description
"Smart Money: Master Personal Finance and Wealth Management for Financial Stability and Long-Term Success" is a comprehensive course designed to equip you with the essential skills and knowledge needed to take control of your financial future. Whether you're a beginner looking to understand the basics or someone seeking to refine your financial strategy, this course provides valuable insights and practical tools to help you achieve financial stability and long-term prosperity.

What You'll Learn:

1. Budgeting and Cash Flow Management:
Â Â - Create and maintain a personalized budget.
Â Â - Track expenses and manage income effectively to ensure financial stability.

2. Saving and Investing:
Â Â - Build an emergency fund and understand various saving strategies.
Â Â - Explore different investment options, assess risks, and learn how to grow your wealth over time.

3. Debt Management:
Â Â - Understand different types of debt and their implications.
Â Â - Develop strategies to reduce and manage debt efficiently.

4. Credit Improvement:
Â Â - Learn how to build and maintain a healthy credit score.
Â Â - Understand the impact of credit on your overall financial health.

5. Insurance Essentials:
Â Â - Understand various types of insurance and their importance.
Â Â - Evaluate coverage needs and choose appropriate policies to protect against financial risks.

6. Estate Planning and Wealth Transfer:
Â Â - Create wills, trusts, and beneficiary designations.
Â Â - Ensure your assets are distributed according to your wishes, securing your legacy.

7. Behavioral Finance:
Â Â - Explore how psychology impacts financial decisions.
Â Â - Develop a personalized action plan to improve financial behavior and outcomes.

Course Benefits:

By the end of this course, you will be equipped with the knowledge and skills to make informed financial decisions, create a secure financial foundation, and build a prosperous future. Whether you're planning for a major life event, saving for retirement, or simply wanting to improve your financial literacy, "Smart Money" provides the guidance you need to achieve your goals.

Join us on this journey to financial empowerment and take the first step towards mastering personal finance and wealth management!
Who this course is for:
This course is designed for beginners eager to delve into the world of personal finance and wealth management, aiming to establish a robust financial foundation for themselves. Whether driven by curiosity or a desire to secure their financial future, participants will embark on a journey to gain essential knowledge and skills in managing money effectively. With a focus on building wealth and understanding key financial principles, this course provides a structured approach for individuals keen on enhancing their financial literacy. From budgeting basics to investment strategies and estate planning fundamentals, participants will receive comprehensive guidance tailored to their level of expertise and ambition. Whether you're just starting your financial journey or seeking to expand your understanding of finances, this course offers a valuable opportunity to equip yourself with the tools needed to navigate the complexities of personal finance and pave the way towards financial success.

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Personal Finance

Gargee Mitra

Instructor's Courses

As a communications expert and passive income strategist, I've spent over a decade coaching professionals to unlock their full potential. My mission is to empower individuals with the skills to become confident, persuasive communicators and the strategies to generate multiple streams of passive income.Communication mastery is the foundation of my coaching programs. I teach time-tested techniques combined with modern strategies that transform how clients present themselves, lead teams, and influence others. Whether corporate executives, entrepreneurs, or public speakers, I provide the tools to become impactful, engaging communicators.Equally paramount is my passion for financial freedom through passive income. Drawing from my own success as an online business owner, I guide clients in building sustainable income via affiliate marketing, digital products, online courses, and real estate investing. My programs are carefully designed to help clients leverage smart strategies aligned with their goals and desired lifestyles.My diverse clientele includes corporate leaders, small business owners, content creators, and digital nomads - united by their ambition to achieve financial success without sacrificing fulfillment. I prioritize a nuanced approach balancing practical advice with an understanding of work-life harmony.As an empowerment catalyst, I host engaging workshops, author an insightful blog, and have penned best-selling books on communication artistry and passive income generation. Clients seek me as an authentic mentor known for expertise and an unwavering commitment to their growth.Outside of coaching and creating content, I find rejuvenation through world travel, yoga, and cherished time with loved ones. These pursuits inspire my continual evolution as I share wisdom to guide others towards personal and professional actualization.

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