Personal Financial Planning


Almost all of us have heard that "Don't work for money, let money work for you", but what does it actually mean? Most of the people think that this statement is good to read but is not applicable for a common man but it's not true, with the right knowledge and experience; you can actually achieve financial freedom in your life. Want to know how? Well, take a deep breath & go for this course.

6 Modules

2 Hrs.


Course Outline

What you will learn: 

  • Importance of saving money

  • Why investing is so important

  • Why debt funds & insurance are essential

  • Importance of Goal planning & asset allocation

About Course

Are you working everyday for money and not spending your time on things you love? But after working so much, are you still rich? Does most of your salary go into paying EMIs? This is because of a lack of financial awareness. Managing your personal finance should be something that one should know. It not only helps you to pay your bills and daily expenses but also helps you to create wealth so that you can retire happily and can enjoy your evening tea without worrying about the money. Majority of people think it's about controlling your spendings but it is much much more than that. Managing your personal finance is something that will help you lead a comfortable and financially independent life. The earlier you start financial planning, the better you get results but remember it's never too late to create your financial goals to achieve financial freedom. 


In this course, you will get to know everything from savings, investing, paying your debts, insurance and most importantly how to grow your wealth and make money work for you. It will also help you to understand the magic of compounding so that you can create wealth in the long run.

What you will get?





Course Syllabus

  • Need for Personal Finance
  • Savings is earning
  • Saving v/s Investing
  • Good Loan and Bad Loan
  • How can you increase your CIBIL score?
  • How to come out of Debt Trap?
  • Why you need insurance?
  • Life Insurance vs Non-Life Insurance
  • How to get insurance and investment in same plan?
  • How to save money on taxations?
  • Plan your Financial plans
  • Asset Allocation and risk profiling


Need answers? Find them here


Specially tailored for the newbies in the domain, there are no prerequisites for this course.

It's slow and it's steady; buckle up, and get ready. This course falls under the Marathon category and can be completed in a duration of 2-3 hrs.


After completing this course, you will understand all the basic terminologies used in personal finance and learn how to save and invest money efficiently. Further, you will also understand the need for insurance and how to reduce debt. This course will end by learning how to plan efficiently on taxes.


Since the content of the course is pretty dynamic, we do not provide any certification for it. Trust us, you will definitely love it either-or. Moreover, we have a few very cool specialized courses that offer you Quest & BSE Institute-affiliated certifications. To know the details, please click here.

No, you do not need to install any specific software for this course. However, it is advised for a user to have an active Internet connection and an updated web browser for a seamless learning experience.

Finology provides you with an opportunity to access all its tools and courses by subscribing to Finology One. Hence, you can access this course as long as your subscription of Finology One is active.

card image

Follow us:

About Finology Quest

Quest is a 101 guide for anyone who wants to learn investing. The aim of these online finance courses is to make people financially literate and to make them understand the essential financial concepts and learn company analysis, so that one can know how to create & grow their wealth in the stock market.

Why choose Quest?

Quest will make you aware about investing and the secret to growing wealth. As against popular opinion, you do not always need to earn more money to be rich. In fact, financial awareness is the key to wealth creation & Quest will help you to make this journey simpler. The courses in Quest are easy to understand and explained using close-to-reality scenarios which makes learning fun and relatable. Plus, you can access it anytime and anywhere on the go, which is a cherry on the top!

For whom the Quest is?

Quest is for anybody who wants to enjoy learning finance and investing on the go. The aim of Quest is to make people financially aware. So, if you are someone making your babysteps into the markets, look no further. From personal finance to investing, Quest is your one-stop platform for almost everything finance!


The companies discussed on this website are solely for educational purposes and should not be construed as investment advice. We may or may not hold positions in any or all of these companies. However, these aren't recommendations and hence, we held no responsibility for any consequences of investment actions based on these videos.

Quest is a product of Finology Ventures Private Limited | © 2022 All Rights Reserved. All course materials and videos are protected by the Indian Copyright Act.
Terms | Privacy