Know where you stand
Income, expenses, assets, liabilities, investments, insurance and net worth.
LIVE FINANCIAL PLANNING COURSE
Learn financial planning. Build your own plan.
A practical one-month course that teaches you how to understand your financial position, set goals, manage risk, plan investments and bring the pieces together into a personal financial plan.
THE FINANCIAL PLANNING JOURNEY
From understanding your money to implementing your plan.
01
DiscoverUnderstand your financial position
02
StrengthenCash flow, net worth & financial safety
03
ProtectRisk management & insurance
04
DefineGoals & goal-based planning
05
Plan investmentsInvestment planning & analysis
06
AllocateAsset allocation & portfolio construction
07
EvaluateFinancial decisions & NPV
08–09
Plan & implementRetirement, tax, estate & your financial plan
WHAT FINANCIAL PLANNING MEANS
Not just learning concepts. Learning the process.
Financial planning connects the different parts of your financial life. The course takes you through the process of understanding where you are, deciding where you want to go, identifying risks and working out how your money can support those goals.
You work with your own numbers, goals and circumstances rather than learning a set of abstract examples.
Turn priorities into numbers
Define goals, timelines, priorities and the resources required to pursue them.
Understand what could derail the plan
Identify financial risks and examine protection and insurance needs.
Give investments a job
Connect investment planning and analysis to goals, risk and time horizon.
Build a portfolio
Think about asset allocation and portfolio construction instead of collecting products.
Bring the whole plan together
Consider retirement, tax, estate planning and implementation.
9-SESSION CURRICULUM
Learn financial planning step by step.
The sessions follow the sequence of a financial planning process, moving from discovery and safety through goals, investments and long-term planning before building and implementing the plan.
Financial Discovery
Understand your financial position, household, income, expenses, assets, liabilities, investments, insurance and financial concerns.
Cash Flow, Net Worth & Financial Safety
Work through cash flow, liquidity, emergency reserves, debt and the financial safety needed to handle uncertainty.
Risk Management & Insurance
Identify financial risks, understand their potential impact and examine how protection fits into the wider plan.
Goals & Goal-Based Planning
Turn important goals into clear financial targets with priorities, timelines and a way to measure progress.
Investment Planning & Analysis
Learn how investments fit into a plan and how to analyse investment options in the context of goals, risk and time horizon.
Asset Allocation & Portfolio Construction
Build an allocation around goals and risk capacity rather than simply collecting investment products.
Financial Decision-Making & NPV
Use a structured way to evaluate major financial decisions, compare alternatives and understand trade-offs.
Retirement, Tax & Estate Planning
Bring retirement and long-term considerations into the plan while understanding tax and estate planning factors.
Build & Implement Your Financial Plan
Bring the work together into a personal financial plan and identify the actions required to implement it.
WHAT YOU BUILDA financial plan connected to your actual life.Your numbers. Your goals. Your decisions.
COURSE INCLUDES
Coaching, tools and a plan prepared with you.
9 live coaching sessionsWork through the financial planning process with live guidance.
Notion material & worksheetsCourse material, exercises and worksheets to record the work.
Financial planning toolsPractical Excel planning tools for working through your numbers.
Personal financial planBuild and prepare your plan with the work completed during the course.
Online or in PuneOnline for participants outside Pune and an in-person option in Pune.
12 months of coaching supportContinue with coaching support once a month after the one-month course.
COURSE FEES
Choose the level of investment help you need.
Both programmes begin with financial planning. The second option adds finding and analysing investment options such as 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
WHO THIS COURSE IS FOR
For people who want to manage their own finances.
The course is designed for individuals who want to understand their financial position and learn how to build and implement a plan for their own money.
Professionals and young families
Useful when income, expenses, goals, protection and investments are becoming more complex.
People approaching major decisions
Useful when you need to think through goals, investments, retirement or other significant financial choices.
People who have investments but no clear plan
The course connects investments to goals, risk, time horizon and overall financial planning.
People who want a practical process
You do not need to memorise financial jargon. The focus is understanding the process and applying it.
HOW THE COURSE WORKS
Learn. Think. Apply.
Each session connects concepts to your own financial life. You learn the idea, think through decisions, apply it to your numbers, record the work and discuss it through live coaching.
Learn
Understand the financial concepts that matter to your situation.
Think
Consider trade-offs, risks and choices before acting.
Apply
Use your own numbers, goals and circumstances.
Record
Capture the work using the provided material and tools.
Discuss
Use live coaching to question, refine and move forward.
Implement
Turn the completed work into actions for your financial plan.
READY TO START?
Learn financial planning.
Build your plan.
Talk to Shreyas Joshi about the course, the format and which programme fits what you need.