The Complete

Financial Planning Course


For Free ₹1599

Fuel your financial decisions everyday through Koppr

What You Will Learn in this Financial Planning Course

  • 1

    Introduction

    • Introduction

  • 2

    Investment Planning

    • Understanding various types of Asset Classes

    • Investment Options available in Equity Asset Class

    • Investment Options available in Gold Asset Class

    • Investment Options for beginners in Real Estate
  • 3

    Stock Market

    • How to start with investing in stock markets? [Opening of account, paperwork, etc.)

    • Which is the first share / stock that you must buy?

    • Is day trading a good stock market investment strategy for you?

    • How do you go about picking good stocks to invest in? [Fundamental analysis]

    • How can you start with stock markets investing putting in only 3-5k every month?
  • 4

    How to finance your higher education

    • Things to take care before applying for Education Loan

    • How to get the Education Loan?- Process Explained Step by Step

    • How to get the Education Loan?- Process Explained Step by Step
  • 5

    Tax Planning

    • How to calculate the Tax you will be paying every year as per the Old Tax and New Slab?

    • Which Income Tax Return Form should I fill?

    • How to file Income Tax Return Form?
  • 6

    Where to Invest your Money

    • Investment Avenues - Where to Invest your Money
  • 7

    Managing Monthly Expenses & Budgeting

    • How can you reduce your monthly expenses?

    • What are some of the budgeting tools / apps that you could use?

    • How to save money for buying your first bike or phone?

    • BONUS!!! Download a FREE monthly budget tracker sheet:

Topics Covered in this Course

  • 1 . Financial Planning Over a Lifetime

    In this lesson, we explore how our needs change through the phases of our lives as well as look how to start budgeting

  • 2 . Financial & Investment Principles

    We discuss the concepts of inflation and the time value of money as well as 'risk' in the context of investment planning.

  • 3 . Strategies for Financial Success

    Unique considerations to those individuals who are just starting in their financial journey and explore strategies to follow to set themselves up for financial success.

  • 4 . Myths About Finance and Financial Planning

    We explore these myths and consider alternative strategies in the pursuance of financial success.

  • 5 . Portfolio management

    Build an investment portfolio based on goals you set and your answers to questions about your risk tolerance.

Time is running out...


Enroll For Free before 28th February to Manage your Money Better

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How to Enroll in this Course

  • Step 1 . Enroll Yourself

    Enroll Yourself Using your Email ID or Gmail and Select This Course From The List

  • Step 2 . Learn All Topics

    Complete All the Interesting & Informative Topics Curated by Koppr

  • Step 3 . Learn All Topics

    Complete All the Interesting & Informative Topics Curated by Koppr

Know Your Instuctor


Hi ! I’m Koppr Learn, Your Instructor

Learning Made Easy with Financial Experts from Koppr. We have on-demand courses and access to an array of financial products that maximize learning and amplify knowledge. Discover new and latest courses from Koppr- designed and delivered by our financial experts and partners.

Benefits of Taking this Course

  • 1 . Understand Time Horizon

    Understand your investment period and know how to plan your finances for wealth creation

  • 2 . Retirement Planning

    Learn how to help you define the required size of a retirement portfolio for your retirement

  • 2 . Manage your Money

    Saving money helps you avoid falling into debt traps. Learn how to manage money with unique strategies

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What our students have to say about this course

Must Take Course for Beginners

Jay Shah

An excellent course and perfect for anyone who would like to gain some insight into financial practices. I would highly recommend this course to people who are about to begin their professional career.

Glad I took this course at the beginning of my Career

Ruchi Gupta

This is wonderful course to get overview on finance for non-financial professionals. The professor did a great job explaining the concepts in layman terms without getting into number crunching. The concepts are explained easily so that one can understand the overall picture without getting into details. I would highly recommend it to others who would want to learn how to manage and grow their money

Frequently Asked Questions

  • What's the difference between financial planning and retirement planning?

    Financial planning covers all aspects of a person’s financial well-being. This includes savings, investments, retirement and college savings plans, insurance coverage, and estate planning. Retirement planning covers only investments made for retirement.

  • What is the difference between asset allocation and diversification?

    Asset allocation refers to the diversity of your entire savings and investment portfolio across asset classes. Stocks, bonds, cash, and real estate are asset classes. Diversification refers to the types of investments held within each class.

  • What should I do once I have a plan?

    Stay actively involved. Executing on your financial plan is a team approach. If you have someone managing your investments, they should execute on your investment strategy. There will be other things like managing cash flow, opening accounts, and saving or spending at the “planned” levels that will require your active involvement. Communication and follow-up with your planner will help you adjust to the bumps (up and down) in your roadmap to maintain the lifestyle you choose.