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Learner Reviews & Feedback for Financial Planning by Indian School of Business

4.7
stars
19 ratings

About the Course

This course aims to furnish learners with the essential knowledge necessary for comprehending financial statements, financial markets, economic dynamics, and the construction of investment portfolios. The programme's first module serves as an introductory session, elucidating fundamental finance terminologies, and the imperative nature of financial planning. Additionally, it also offers the strategic insights into prudent management of loans and credit to evade potential debt pitfalls. Subsequently, the second module delves into the pathways leading to financial independence. The third module scrutinizes on the various streams of income, exploring their diverse forms and implications. In the fourth module, participants will acquire a comprehensive understanding of investment fundamentals, encompassing an array of investment vehicles and available avenues for deployment. Modules five and six are dedicated to elucidating the rudiments of life and health insurance, as well as strategies for effective tax planning. At the culmination of this course, the participants develop a holistic understanding of financial planning, enabling them to navigate the intricacies of financial management with confidence and proficiency. Who should take this course? This program offers valuable insights to learners who are looking to explore their personal financial landscape in a systematic manner and to grasp the implications of broader economic factors such as taxation and inflation. What do you need to know before taking this course? While the modules related to financial independence, investing, insurance, and taxation are designed to be comprehensive, any pre-existing knowledge in these areas could enrich the learner’s experience, although it is not mandatory....

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1 - 5 of 5 Reviews for Financial Planning

By Piyush S

•

Nov 2, 2024

The Financial Planning course at the Indian School of Business (ISB) is an invaluable opportunity for anyone looking to enhance their understanding of personal finance and investment strategies. As someone who has recently completed the course, I found it to be an enriching experience that significantly broadened my perspective on financial management. Course Content: The curriculum is comprehensive, covering a wide range of topics including investment planning, retirement strategies, tax management, and risk assessment. Each module is designed to provide practical insights that can be applied immediately to personal and professional financial decisions. The inclusion of real-world case studies and interactive discussions made the theoretical concepts easier to grasp and relevant to current market conditions. Faculty: The instructors are seasoned professionals with extensive experience in finance and investment. Their expertise, combined with engaging teaching styles, fosters a collaborative learning environment. They encourage questions and discussions, allowing students to explore complex topics more deeply. Additionally, guest lectures from industry experts add a unique perspective to the learning experience. Resources and Support: ISB provides excellent resources, including access to financial planning software, research databases, and a variety of readings that complement the coursework. The online platform is user-friendly, facilitating seamless communication with faculty and peers. Moreover, the support from administrative staff is commendable, ensuring that all queries are addressed promptly. Networking Opportunities: One of the standout features of the course is the networking opportunities it provides. Interacting with fellow students from diverse backgrounds and industries allows for a rich exchange of ideas and experiences. The connections made during the course can be beneficial for future collaborations and career advancements. Overall Experience: Overall, the Financial Planning course at ISB exceeded my expectations. It not only equipped me with essential financial skills but also instilled a sense of confidence in managing my finances and investments. I highly recommend this course to anyone seeking to deepen their financial knowledge, whether you are a beginner or someone with prior experience in the field.

By Sakshi R

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Aug 26, 2024

Very informative and all the topics are clearly explained

By Vijay K

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Aug 31, 2024

Greatly enrichd

By Sandesh N

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Oct 1, 2024

good

By Amirthavarshini B

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Aug 31, 2024

Good and useful