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Introduction to Financial Planning- key concepts, risk profiling and identifying returns
Module Fees
Rs. 2500/-
Access period
3 months
Learning time
3 hours
In this eLearning module on Introduction to Financial Planning- key concepts, risk profiling and identifying returns, we will look at the importance of financial planning and the process for goal-based financial planning. We will also cover retirement planning and insurance planning.
Why this course is right for you
Real life case studies
Real life case studies built leveraging our expertise in research, ratings & risk solutions
Interactive examples
Interspersed with practice exercises and interactive examples to help apply concepts...
Expert Speak
Insights incorporated in eLearning, based on 15+ years of classroom training experience
TOPIC |
SUB-TOPIC |
| Importance of Financial Planning |
• What is Financial Planning? • Advantages of Financial Planning • Components of Financial Planning • Prioritising Goals • Time Horizon • Benefits of Goal-based Financial Planning |
| Inflation and inflation targeting in India | • Steps of Financial Planning • Define Financial Goals • Assess the Current Financial State • Draw up the Risk Profile • Types of Risk Profile • Pick the Asset Allocation mix • Sample Asset Allocation • Execute the Financial Plan • Review and Rebalancing • Portfolio Rebalancing Strategy • Frequency of Portfolio Rebalancing • Common mistakes in Goal Planning |
| Retirement Planning | • Retirement Planning in India • Estimating Retirement Corpus • Glide Path for Retirement Planning • Glide Path for Retirement Planning :Example |
| Insurance Planning | • Risk Mitigation Tool • Human life Value (HLV) • Calculating HLV • Other insurance types |
Steps to purchase
- Go to Crisil Learning platform https://training.crisil.com/
- On https://training.crisil.com/ (Crisil Learning platform) – sign up to create your unique login ID and password
- Once your account is set up, search for "Introduction to Financial Planning- key concepts, risk profiling and identifying returns" from the search bar
- Select the e-learning module - Introduction to Financial Planning- key concepts, risk profiling and identifying returns, and click on buy now; it will get added to your cart
- Click on 'Cart' and purchase the module(s) with your debit or credit card
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Frequently asked questions
Access to topics will be provided via our e-learning platform - training.crisil.com. You will need to create your login ID and password to set up your account. Post this, you can select the module and click on the 'Buy now' option. The selected module will be moved to the 'Cart' for payment via debit or credit card.
The modules are accessible for a period of 3 months from the date of purchase of the modules.
The mode of instruction is only via online.
The modules are self-study modules. They are interactive with animations, and also have 'knowledge checks' to assess the user on the concepts.
The modules cannot be accessed on mobiles or tablets. The only recommended mode is desktop or laptop.
The modules are accessible only on the online platform.
The modules are accessible any number of times for 3 months, from the date of enrolment.
You can email your queries to Crisil1Academy@crisil.com.
For any queries please contact to Pooja Yadav +91-7777073996 or write to us at
Crisil1academy@Crisil.com.
