Comfort Through Financial Planning

Training overview
Professional Course
Self-paced Online
4 weeks
From 149 USD

Start dates
149 USD
Start anytime

Course description

Comfort Through Financial Planning

We are aware that early planning of finances helps a person to know the essential features of saving for having a better future. It is a step-by-step approach to set financial goals and road map to achieve the same in life. The contents of this course will help a person to improve the avenues of income, rationalisation of expenses and manage investments to achieve financial goals.

Savings is generally understood to be created after netting off all the expenses from the income. But it is the other way around. Ideally, income minus savings should be equal to expenses. By this way, the expenditure will be controlled and futile spending of money on unnecessary things may be curtailed. The change in approach will necessarily lead to increased savings. Warren Buffet’s quote on spending (as given below) talks about seriousness in making genuine expenses.

Want to find out more?

Who should attend?


There are no prerequisite knowledge requirements for enrolling in this course.

Training content

  • Introduction to Financial Planning
  • Investment Planning
  • Tax Planning
  • Insurance Planning
  • Retirement & Estate Planning

Course delivery details

This course is offered through State Bank of India, a partner institute of EdX.

8-10 hours per week


  • Verified Track -$149
  • Audit Track - Free

Certification / Credits

What you'll learn

  • Introduction to Financial Planning & tools to plan your financials
  • Investment Planning: Benefits
  • Various Investment Instruments
  • Insurance Planning: Life and Health Insurance
  • Tax Planning: Benefits
  • How to Plan for Tax Savings
  • Retirement Planning & Estate Planning

About edX


edX For Business helps leading companies upskill their labor forces by making the world’s greatest educational resources available to learners across a wide variety of in-demand fields. edX For Business delivers high-quality corporate eLearning to train and engage your employees...

Read more and show all training delivered by this supplier

Contact this provider

Fill out your details to find out more about Comfort Through Financial Planning.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info


141 Portland Street
02139 Cambridge Massachusetts

 Show phone number

Request Information

Have a question about this course? Fill out this form and the provider will get in touch with you shortly

View again
Supplier Directory
Join our Supplier Directory to:
- Gain Traffic
- Get Noticed
- Showcase Your Services
- Free Listing Available