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