Personal Finance & Investment Planning Course

Whether you are an experienced career professional struggling to make the most of your investment or just out of college started your first job, you can leverage this course to develop customized investment planning. This Personal Finance Planning Course will guide you to fulfill both of your short-term and long-term life goals. Learn from the best financial experts who’ve worked at companies like ICICI, HSBC, Deloitte Consulting, and more. Managing your money really is the most important life skill! Start today!

1 Weeks

Self-Paced

Beginners

Download Syllabus

About the Program

10+ Hours of Learning

Get access to premium content in the form of LIVE classes.

Learn from the Comfort of Your Home

Classes are completely held online, so you don't need to leave your house.

Upgrade your skills

Get better clarity about the field of Personal Finance and Investment Planning from Industry Experts.

Investment Handbook & certificate of Completion

Acquire a Certificate of completion.

Your Syllabus

Download Syllabus

Introduction to Personal Finance

1 Hours

Insurance

1 Hours

Mutual Funds

1 Hours

Traditional Investment Assets with special focus on overall portfolio allocation

1 Hours

Alternative Investments

1 Hours

Asset Diversification

1 Hours

Tax planning and Section 80C

1 Hours

Learnings from ‘Fools’ around

1 Hours

Skills You’ll Learn

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Advantage BI Ecosystem

AI Enabled Career Planner

Designed for Career Transition

Learning Management System (LMS)

1:1 Coaching with Industry Experts

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Meet Your Coaches

Our Solution work, because it’s designed and Delivered by 2000+ top industry professionals

Yashwant Pachisia

AVP, Commercial Banking

HSBC

20,000+ Happy and Satisfied Learners

4.5

( 960+ reviews )

4.5

( 19+ reviews )

4.5

( 16+ reviews )

Ambika Dubey

Learner

All the sessions are insightful. The proactive approach of the coaches is impressive! I am glad that I took this course, it will help me manage my finance better!

Devesh

Learner

Being a new wealth advisor, I got to learn a lot of things and have immediately upgraded my approach towards my clients. I can see a massive difference within a day itself and I cannot thank Board Infinity enough. I'm working with more clarity and empathy with my clients!

Jagadeesh Putta

Learner

All the coaches are well informed about what they are explaining and they are taking a lot of effort to explain. Special thanks to Vaibhav in this session for taking extra time to explain in detail and also giving examples wherever required.