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Personal Finance Masterclass- Easy guide to better Planning

Lazarus Dias
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Look at any problem in your life and if you ask the question as to why you are facing this problem and then ask “Why” again to the answer and keep on asking “Why” to each answer and then you will get to the root of the problem which is called root cause analysis. You will find that 90% of the time the root cause for any problem in our life is “MONEY” aka “Finance which means if we get a scientific way of managing finance, then we may be able to solve majority of our problems .

Is this course for me?

If you are a professional like a doctor , trainer, consultant, employed in any industry or owner of a business or just a house maker with basic education equal to 12th Std, then this course will be useful for understanding the principles of finance. This course explains in detail about the principles of finance on how to Think Prudently, Spend Wisely, Insure Adequately, Save Effectively & Invest Efficiently. Any person whatever profession he belongs to, needs to not only work to make money but also should know how to make money work for him.

What will I gain from this course?

You will understand how to create proper scientific systems for managing personal finance. You will be able to create the systems based on the principles we have given in the course. Once you create a system to manage finance then you will prevent yourself getting into traps much before you realise it. Mostly when we get into traps we think we should have thought about it at the time of taking the decision but since you don’t know the principles, you cannot create systems, you can end up making wrong decisions. The course will also help you to understand investing and the principles of investing so that you can take appropriate decisions about your investments. Also it will help you know if your advisors are guiding you properly or not. This course will help you ask some good questions to your advisors so that you are advised investments which are beneficial to you and your future.

How do I prepare before taking this course? Is there a prerequisite skill set?

No there is no preparation required and there is no pre requisite skill needed for taking this course.

  • Lesson 1

    Understanding the importance of personal finance management

  • Lesson 2

    Wealth evaluation and importance of net worth

  • Lesson 3

    Understanding asset and liabilities & its types

  • Lesson 4

    Understanding inflow and outflow, cash flow analysis

  • Lesson 5

    Different types of financial ratios

  • Lesson 6

    Serious goals and Leverage goals

  • Lesson 7

    Understanding saving, Investment and asset classes, its advantages and disadvantages

  • Lesson 8

    Understanding Mutual fund and its types

  • Lesson 9

    Advantages and disadvantages of Mutual fund investments

  • Lesson 10

    Understanding the 4 C's Concept

  • Lesson 11

    Understanding asset allocation

  • Lesson 12

    Four quadrants of money management

  • Lesson 13

    Understanding Debt reconsolidation

  • Lesson 14

    Importance of Mediclaim policy

  • Lesson 15

    Importance of life insurance policy

  • Lesson 16

    Answering the financial planning related FAQ's

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Lazarus Dias

Lazarus Dias is an MBA in finance and has been in Financial Planning and Investment consultancy for the last 30 years. He has a training company to impart knowledge and skills to financial professional like insurance Agents, CFP’s CA’s etc across the country. He conducts a three years long in finance in laymans language. He also does Financial Planning for his clients and has clients like Alque Padamsee the Guru of Marketing, Mr Jitesh Pillai the Editor of Filmfare among others for financial planning. Recently he helped save additional Rs 40000/= tax per year just through one section for Mr Alque Padamsee.

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