Professionals, families and individuals who want a practical process for understanding cash flow, goals, risks, investments and long-term planning.
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PUNE · LIVE FINANCIAL PLANNING COURSE
Financial planning course in Pune. Learn by working on your own plan.
A live one-month financial planning course for people in Pune who want to understand their finances and build a practical personal financial plan.
A COURSE FOR PUNE PARTICIPANTS
Learn financial planning in person.
The course is available in person in Pune, with the same structured financial planning curriculum used for online participants. Sessions focus on applying concepts to your own financial situation.
Work with your own numbers
The focus is practical application rather than learning financial concepts in isolation.
THE 9-SESSION JOURNEY
From financial discovery to implementation.
You work through financial discovery, cash flow and net worth, risk and insurance, goals, investment planning and analysis, asset allocation, NPV-based decision-making, retirement/tax/estate planning and finally your financial plan.
One month · 9 live sessions · In person in Pune or online.
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Connect the pieces
Financial decisions make more sense when considered as part of one connected financial plan.
WHAT YOU TAKE AWAY
A plan you can continue using.
The course includes Notion material, worksheets, practical Excel planning tools, a personal financial plan prepared with you and monthly coaching support for one year.
If you are outside Pune, the course can be completed online.
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Review and implement
The plan should lead to actions and be reviewed when your circumstances change.
READY TO LEARN?
Understand the process.
Build your financial plan.
See the Financial Planning Course takes the concepts above and works through them with your own numbers in live coaching.