Description
Curriculum
Instructor
This Online Course will throw light on holistic aspect of Financial Planning, steps to achieve them, strategies to follow, mistakes one should avoid, what steps at what ages, how to control your emotions of Greed and Fear, why to avoid some inherent investor biases, when and which insurance to take, why start financial planning from day 1 of starting your careers, tips on how and from where to save & invest, when do insurance products become redundant and much more. Learnings for all age groups for those starting their careers to their retirement age. Instructor’s Profile : Mr. Sunil Jhaveri , Founder MisterBond is an Advisor, Author, and Coach with 36 years of experience in Finance & Investment field. He is an Advisor to Advisors through the first of it’s kind B2B platform www.misterbond.in Also know as MisterBond in Mutual Fund Industry.
What Will You Learn:
- Mutual Fund Concepts and Jargon Demystified
- Life Journey through Financial Planning
- Why Invest through Mutual Funds?
- Importance of SWP for better tax efficient Cash Flows
- Do Not be an Emotional Fool
- Managing the Finances of Senior Citizens and Retired People
- Insurance: Use it for Risk Cover and not for Investments
- Checklist for a Smooth and Effective Financial Journey
- Why move away from Guaranteed Returns and Traditional Investment Products
- Alternate Investment Solutions
- Keep Your Investments - Simple and Uncomplicated
- Rule of 70:30
About The Author
Mr. Sunil Jhaveri, Founder MisterBond is an Advisor, Author, and Coach with 36 years of experience in the Finance & Investment field.
Curriculum
- 12 Sections
- 12 Lessons
- 1 Year
Expand all sectionsCollapse all sections
- Mutual Fund Concepts and Jargons Demystified1
- Life Journey through Financial Planning1
- Why Invest through Mutual Funds?1
- Importance of SWP for better Tax efficient Cash Flows1
- Do Not be an Emotional Fool1
- Managing Finances of Senior Citizens and Retired People1
- Insurance: Use it for Risk Cover and not for Investments1
- Check list for Smooth and Effective Financial Journey1
- Why move away from Guaranteed Return and Traditional Investment Products1
- Alternate Investment Solutions1
- Keep Your Investments - Simple and Uncomplicated1
- Rule of 70:301
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