Learn
Understand the financial concepts that matter to your situation.
LIVE FINANCIAL COACHING
Learn financial planning. Build a plan that fits your life.
A practical, live one-month financial planning course to learn financial planning, investment planning and better financial decision-making using your own numbers, goals and circumstances.
1 month9 live sessionsOnline / Pune
WHY THIS COURSE
Your money deserves more than scattered decisions.
Most financial decisions are made one at a time — insurance here, an investment there, a loan somewhere else. This course brings the pieces together so you can learn financial planning as a complete process.
You will work with your own numbers, your own goals and your own decisions. You will learn how cash flow, goals, risk, investments, asset allocation, retirement and other financial decisions fit together.
Think
Look at trade-offs, risks and choices before acting.
Apply
Use your own numbers, goals and circumstances in the exercises.
Plan
Bring everything together into a practical personal financial plan.
THE 9-SESSION JOURNEY
Understand first.
Plan second.
Each live session builds on the previous one, taking you from understanding your current position to making and implementing better financial decisions.
SESSION 01
Financial Discovery
Understand your current financial health and establish the starting point.
- Income & household
- Assets & liabilities
- Net worth & savings rate
SESSION 02
Cash Flow & Safety
Understand the foundations that keep your financial life stable.
- Cash flow
- Liquidity
- Emergency fund & debt
SESSION 03
Risk & Insurance
Protect the plan from events that can set it back.
- Financial risks
- Insurance needs
- Protection planning
SESSION 04
Goals & Planning
Turn the things you want to achieve into financial goals.
- Goal setting
- Priorities & timelines
- Goal-based planning
SESSION 05
Investment Planning & Analysis
Learn investment planning and investment analysis in the context of your goals, time horizon and risk.
- Investment purpose
- Risk & return
- Investment analysis
SESSION 06
Asset Allocation
Build an allocation that your financial plan can actually support.
- Risk capacity
- Asset allocation
- Portfolio construction
SESSION 07
Financial Decisions
Evaluate major financial decisions using a structured framework.
- Cash-flow thinking
- NPV analysis
- Affordability & trade-offs
SESSION 08
Retirement, Tax & Estate
Bring long-term financial priorities into the final plan.
- Retirement planning
- Tax planning
- Estate planning
SESSION 09
Build & Implement Your Plan
Bring everything together into your personal financial plan and action roadmap.
- Personal financial plan
- Implementation actions
- Next steps
After the sessions: the learning is brought together into your personal financial plan and implementation actions.
LIVE WORKSHOP
Learn How to Analyse a Mutual Fund.
A focused 2-hour hands-on session that teaches you how to investigate a mutual fund, compare the evidence and reach a structured research conclusion.
HOW TO ANALYSE A MUTUAL FUND
Turn fund data into a research process.
Work through performance, consistency, risk, portfolio, management and cost using a real fund.
₹1,499
Explore the Workshop →Next sessions: Saturday, 10 & 24 October 2026 · 10 AM – 12 PMWHAT YOU WALK AWAY WITH
Learn the process. Build your plan.
The course is designed to turn learning into action. You work through financial planning, investment planning and major financial decisions, then bring them together into a practical personal financial plan.
01Personal financial planA structured plan built around your financial position and goals.
02Practical toolsUse the supporting Excel tools and planning worksheets.
03Notion course materialKeep the learning material, exercises and worksheets organised.
04Coaching supportContinue with one coaching support session each month for a year.
ONE MONTH + ONE YEAR OF SUPPORT
Build it once.
Keep improving it.
The course runs for one month, but the support doesn't stop when the nine sessions end.
019 live sessionsStructured coaching over one month.
02Plan preparedBring the work together into your personal plan.
03Monthly coachingOne support session every month for a year.
04Live deliveryOnline, or in person if you are in Pune.
CHOOSE YOUR LEVEL
Choose your financial planning course.
Both options are built around the same live financial planning course. The second option adds finding and analysing investment options, including mutual funds and bonds.
01 — FINANCIAL PLANNING
Planning Only
₹15,000
For people who want to understand their finances and build a practical personal financial plan.
- 9 live coaching sessions
- Notion course material & worksheets
- Practical Excel planning tools
- Personal financial plan prepared with you
- Monthly coaching support for one year
02 — FINANCIAL PLANNING + INVESTMENT ANALYSIS
Full Programme
₹25,000
For people who also want help finding and analysing suitable investment options alongside their financial plan.
- Everything in Planning Only
- Finding investment options
- Mutual Fund analysis
- Bond analysis
- Compare options in the context of your plan
1 monthCourse duration
9 live sessionsCore coaching journey
Pune / OnlineIn person in Pune, online otherwise
SJ
YOUR COACHSHREYAS JOSHI, CFP
LEARN WITH A PRACTITIONER
Learn financial planning from a practitioner.
Shreyas Joshi is a Certified Financial Planner with 15 years of experience in financial planning and investment analysis. The course focuses on practical financial planning, investment planning and early retirement planning.
“Every investment should have a job. The plan comes before the product.”
CFP15 YEARSFINANCIAL PLANNING
HOW IT WORKS
Bring your numbers.
Build your plan.
Before you begin, you will work with your own financial information — income, expenses, assets, liabilities, investments, insurance, commitments and goals. The course then teaches you how to turn this information into a financial plan.
01LearnUnderstand the financial concepts behind each decision.
02ApplyUse your own numbers in practical exercises and tools.
03DiscussWork through questions and decisions during live coaching.
Get course details →FAQ
Before you begin.
A few simple answers about the course.
Is this suitable if I am a complete beginner?
Yes. The journey starts with understanding your current financial position and builds from there. You do not need to be a finance expert.
Is the course live?
Yes. It is a live one-month course with nine sessions. It is conducted online, or in person in Pune depending on your location.
What do I receive?
You receive live coaching, Notion course material and worksheets, practical Excel planning tools, and a personal financial plan prepared through the process.
What happens after the one-month course?
You receive coaching support once a month for a year, so you can continue working through implementation and questions after the core sessions.
What is the difference between ₹15,000 and ₹25,000?
The ₹15,000 option is Planning Only. The ₹25,000 option includes the planning programme plus finding and analysing investment options, including Mutual Funds and Bonds.
Is there a certificate?
No. This is a practical financial coaching programme focused on your financial plan, tools and decisions rather than certification.
WHAT YOU CAN LEARN
Financial planning, investment planning and analysis in one course.
Learn how to understand your financial position, set financial goals, manage risk, plan investments, analyse investment options, build an asset allocation and think about retirement, tax and estate planning.
The course is designed for people who want to learn financial planning for their own finances — from understanding the basics to building and implementing a personal financial plan.
READY TO START?
Understand your money.
Build your plan.
Want to know the next batch, format and what you need to bring?
Talk to me about the course →