Knowledge of certain basics like simple and compound interest is essential to understand investment returns. The module deals with simple and compound interest rates, Compounded Annual Growth Rate (CAGR), Present value and future value of money, Net Present Value (NPV) of money and Internal Rate of Return (IRR).

The course provides the basic knowledge of mutual funds and its types based on structure and investment objective.

The course provides knowledge of the type of mutual funds based on investment plan, other types of funds, taxation and how to choose a fund wisely.

The course provides a basic understanding of equities, the way a company rises its capital, public issue, shares of a company, stock markets, investing in equities, equity market participants, trading process and stock market indices.

The course explains the key terminologies used in stock markets, classification of stocks, investing approaches, principles for investing in equities, parameters of stock selectors and stock market trends.

The course provides an understanding of financial planning, need for financial planning, steps in financial planning and how to make financial decisions based on life stages, time frames and goals.

The course familiarizes the learner with the economic terms that are frequently used in the investment world.

The course showcases different case studies that deals with the financial situations of different families, their present needs, financial goals and aspirations with calculated figures and solutions.

The course enlists the regulators in Indian financial system, deals with KYC norms, nomination, will, non-resident Indian investors and the procedures for investing

The course gives an understanding of taxation, income tax, tax terminologies, classification of sources of income, capital loss and TDS provisions.

The course deals with reduction in tax obligation, computation of income tax, income tax slabs, sample calculation of income tax, taxation for NRI and filing of income tax returns.

The course provides insight on financial uncertainties, understanding the financial needs of the investors, determining the insurance cover through different methods like rule of thumb, human life value or needs approach.

The course gives an understanding of investment decisions, risk and returns, diversification, asset allocation, rebalancing and portfolio management services.

The course explains the importance of retirement planning, retirement needs analysis, retirement planning strategies, retirement corpus and retirement solutions.

The course gives an understanding of employee benefits and its categories such as short-term employee benefits, employer based statutory benefits and employee benefits in retirement planning.

The course deals with the importance of tax planning, explains indirect and direct taxes, agricultural income, authorities of income tax, importance of estate planning and different instruments of estate planning.

The course provides an understanding of succession laws, its benefits, characteristics, and advantages. The modules also deals with types of a will, codicil, probate and life insurance for estate planning.

The course gives an understanding of the various regulations applicable to each business type, business ownership and the acts governing different organizations.

The course gives insight on the type of financial institutions and regulators and the general legal concepts.

The course deals with the importance of financial planning, scope of financial planning and the various steps involves in financial planning process.

The course gives insight on the preparation and planning, implementation and, monitoring and reviewing of the financial plan.

The course provides an understanding of dividends, stock split, bonus shares and rights shares, financial statements, double entry accounting, generally accepted accounting principles, ratio analysis and key ratios, EPS and P/E ratio used by investors.

The course deals with risk and its types, risk management techniques, insurance and its types and importance of insurance.