Personal Finance & Investing — Money, Mastered

By the end

What you'll build

• Build a real budget, emergency fund and debt plan in live spreadsheets
• Understand SIPs, mutual funds, index funds and the 80C tax bucket
• Plan goals, retirement corpus and net worth with the 25x rule
• Finish with a complete one-page financial plan (education, not advice)

Curriculum

What's inside

8 modules · 49 lessons

1. 01

   Money Foundations

   5 lessons
   • The Snowball, the Leak, and the Pocket Test
   • Money Words You Will Hear Everywhereflashcard sr
   • Watch ₹10,000 Snowballspreadsheet lab
   • Foundations Check: Snowballs and Leaksquiz
   • The Money Order of Operations
2. 02

   Budgeting & Cash Flow

   5 lessons
   • The 50/30/20 Rule, Pune Edition
   • Build a ₹60,000 Monthly Budgetspreadsheet lab
   • Size Your Emergency Fundspreadsheet lab
   • Budget Language: Fill the Gapsfill blank
   • The Food Delivery Interventionprompt lab
3. 03

   Debt, EMIs & Credit

   5 lessons
   • EMIs Decoded: The Price Tag Behind Easy Payments
   • The True Cost of a ₹8 Lakh Carspreadsheet lab
   • Credit Check: Scores, Cards and Trapsquiz
   • Two Debts, One Planprompt lab
   • Your Credit Score in Plain Words
4. 04

   Investing: SIPs, Funds & Stocks

   6 lessons
   • The Shared Bus: Mutual Funds, Index Funds and SIPs
   • SIP Growth Machine: Your First Corpus Calculationspreadsheet lab
   • Lumpsum vs SIP: A Ten-Year Racechart lab
   • Funds, NAV and Risk: Check Your Understandingquiz
   • Risk and Diversification: Never One Basket
   • + 1 more lesson
5. 05

   Tax & Insurance, Simply

   5 lessons
   • The Tax Staircase: Slabs, 80C and the Regime Choice
   • The 80C Bucket: How Much Room Is Left?spreadsheet lab
   • Insurance Is an Umbrella You Rent
   • Tax and Insurance: Check Your Understandingquiz
   • Roleplay: Talk Your Cousin Out of a Bad Bundleprompt lab
6. 06

   Goals, Retirement & Net Worth

   10 lessons
   • Give Every Rupee a Job
   • The 25x Rule: Find Your Retirement Numberspreadsheet lab
   • Net Worth: Your Money Scoreboardspreadsheet lab
   • Goal Planner: The ₹12 Lakh Down-Paymentprompt lab
   • Checkpoint: Goals, Corpus and Net Worthquiz
   • + 5 more lessons
7. 07

   Capstone — Your Financial Plan

   6 lessons
   • The Brief: One Page for Meera
   • D1: Meera Budget and Savings Ratespreadsheet lab
   • D2: The Safety Net, In the Right Orderprompt lab
   • D3: The Goal Map — Wedding, House, Retirementprompt lab
   • D4: The SIP Allocation That Uses Every Rupeespreadsheet lab
   • + 1 more lesson
8. 08

   Get Hired — Careers in Finance

   7 lessons
   • What the Job Actually Is
   • Tools of the Trade
   • Talk Like the Trade: Recruiter Vocabularyflashcard sr
   • The Skills Assessmentprompt lab
   • Your X-to-Y Case Studyprompt lab
   • + 2 more lessons

The shape of it

How this course works