Personal Finance Management Course Roadmap

Why Learn From Wakeupcoders?

  • Expert Financial Instructors with Industry Experience
  • Tailored Curriculum for Working Professionals & IT Engineers
  • 100% Skill Learning Guarantee
  • AI-Based Learning Tools for Better Financial Planning

Personal Finance Management Course Modules

Module 1: Introduction to Personal Finance

Understanding the basics of financial management. Topics covered:

  • Importance of Personal Finance
  • Setting Financial Goals (Short-term & Long-term)
  • Understanding Income, Expenses, and Budgeting
  • Introduction to Financial Independence

Module 2: Budgeting & Expense Management

Creating a budget and controlling spending habits. Topics covered:

  • Building a Monthly Budget
  • Tools and Apps for Budgeting
  • Tracking and Reducing Expenses
  • Creating an Emergency Fund

Module 3: Saving & Investment Strategies

Learning the importance of savings and different investment vehicles. Topics covered:

  • Why Saving is Important?
  • Types of Savings Accounts
  • Understanding Compound Interest
  • Basics of Stocks, Mutual Funds, and Bonds

Module 4: Debt Management & Credit Score

Managing debt efficiently to maintain financial health. Topics covered:

  • Understanding Good vs. Bad Debt
  • Strategies for Paying Off Debt Faster
  • How Credit Scores Work & How to Improve Them
  • Credit Cards: Benefits & Risks

Module 5: Tax Planning & Optimization

Learning to legally minimize tax liabilities. Topics covered:

  • Understanding Income Tax Brackets
  • Tax-Saving Investments
  • Tax Deductions & Exemptions
  • Filing Taxes & Avoiding Common Mistakes

Module 6: Retirement & Wealth Planning

Planning for long-term financial stability. Topics covered:

  • Basics of Retirement Planning
  • Pension Plans & Provident Funds
  • Investment Strategies for Retirement
  • Creating a Passive Income Stream

Module 7: Risk Management & Insurance

Protecting your financial health with proper insurance. Topics covered:

  • Importance of Insurance
  • Types of Insurance (Health, Life, Home, Auto)
  • How to Choose the Right Insurance Plan
  • Understanding Premiums & Claims

Module 8: Financial Independence & Wealth Creation

Building long-term wealth and achieving financial freedom. Topics covered:

  • Financial Freedom Strategies
  • Real Estate & Alternative Investments
  • Passive Income Generation
  • AI-Based Tools for Financial Planning

Mini Projects

Minimum 3+ mini-projects to apply your learning:

  • Creating a Personal Budget Plan
  • Developing an Investment Portfolio
  • Setting Up a Retirement Plan

Lab Sessions

10 hands-on finance planning sessions:

  • Using Budgeting and Investment Apps
  • Analyzing Stock Market Trends
  • Personalized Financial Consultation

Certification

Complete assignments, projects, and tests to earn a Wakeupcoders Personal Finance Certification, adding value to your financial literacy and resume.

Course Fee Structure

  • Full Payment: Rs. 20,000/-
  • EMI Options: No-cost EMI plans in 3–4 installments

Class Schedules at Wakeupcoders

  • Online Instructor-Led Course
  • Online Self-Paced Course
  • Free One-Year Access to Course Materials

Financial Planning Assistance

  • Personalized Financial Roadmap
  • Career & Wealth Building Strategies
  • Freelancing & Side Income Opportunities

Mock Financial Planning Sessions

  • Conducted with Industry Experts
  • Personalized Feedback for Improvement

Contact Us

For more details and enrollment, reach out to us at: wakeupcoders.com/contact

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Wakeupcoders - Digital Marketing & Web App Company
Wakeupcoders - Digital Marketing & Web App Company

Written by Wakeupcoders - Digital Marketing & Web App Company

We make your business smarter and broader through the power of the internet. Researcher | Web developer | Internet of things | AI | www.wakeupcoders.com

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