EDUCBA

Personal Finance and Investment Strategies

EDUCBA

Personal Finance and Investment Strategies

EDUCBA

Instructor: EDUCBA

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Apply financial planning concepts to budgeting, saving, and debt management.

  • Evaluate investment options using risk, return, and time value of money principles.

  • Interpret financial statements and build goal-based personal financial plans.

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Recently updated!

May 2026

Assessments

32 assignments

Taught in English

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There are 8 modules in this course

This module introduces the fundamental concepts of money, financial awareness, and the banking system. Learners explore how money influences financial decisions and understand the role of banks and basic banking instruments such as cheques, demand drafts, ATMs, credit cards, and internet banking.

What's included

8 videos4 assignments

This module introduces essential financial planning concepts including compounding, inflation, time value of money, budgeting, and debt management. Learners gain foundational knowledge needed to manage personal finances effectively.

What's included

8 videos4 assignments

This module focuses on financial risk management and insurance planning. Learners explore different types of insurance, premium structures, financial goal setting, and foundational investment concepts such as shares and asset allocation.

What's included

7 videos4 assignments

This module explores different investment opportunities including mutual funds, real estate, government saving schemes, and debt mutual funds. Learners understand the advantages, risks, and features of various investment options.

What's included

7 videos4 assignments

This module introduces income classification, tax systems, retirement planning, and estate planning fundamentals. Learners understand how taxes affect financial planning and how to prepare for long-term financial security.

What's included

7 videos4 assignments

This module explores property ownership, mortgage financing, behavioural finance, annuities, and interest rate calculations. Learners understand how financial decisions are influenced by psychology and investment returns.

What's included

7 videos4 assignments

This module introduces financial mathematics and practical financial analysis using spreadsheet tools. Learners practice calculations related to future value, present value, loan payments, and amortization using Excel functions.

What's included

7 videos4 assignments

This module integrates financial concepts with real-world financial analysis. Learners review time value of money principles, understand accounting fundamentals, analyze financial statements, and apply asset allocation strategies.

What's included

13 videos4 assignments

Instructor

EDUCBA
EDUCBA
1,288 Courses292,323 learners

Offered by

EDUCBA

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