Financial Planning and Risk Management Essentials
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Financial Planning and Risk Management Essentials
This course is part of Trading Platforms and Portfolio Analysis Specialization
Included with
What you'll learn
Analyze asset classes, financial plans, and portfolio strategies to support wealth creation goals.
Evaluate insurance products, ULIPs, and risk management solutions for different financial needs.
Apply derivatives, market indicators, and valuation concepts to manage investment risk effectively.
Skills you'll gain
- Portfolio Risk
- Insurance
- Wealth Management
- Risk Management
- Financial Management
- Fixed Asset
- Portfolio Management
- Risk Mitigation
- Asset Management
- Financial Planning
- Risk Management Framework
- Financial Market
- Analysis
- Planning
- Market Data
- Financial Trading
- Construction
- Derivatives
- Investment Management
- Insurance Policies
Details to know
June 2026
31 assignments
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There are 8 modules in this course
Master financial planning, asset valuation, insurance analysis, and derivatives trading in one practical course.
Learn how investors and financial professionals build wealth, manage risk, evaluate insurance products, and apply derivatives for portfolio protection. This comprehensive course provides a structured approach to financial planning and investment decision-making. You will begin by understanding physical asset classes, financial planning frameworks, retirement planning, risk management, and portfolio construction. The course then explores insurance products and Unit Linked Insurance Plans (ULIPs), helping you compare providers, evaluate policy structures, and select suitable solutions for different financial objectives. You will also learn the fundamentals of financial markets, stock exchanges, market indices, and economic indicators that influence investment decisions. Finally, the course introduces derivatives, including forwards and options, and demonstrates how these instruments can be used for valuation, hedging, risk reduction, and portfolio management. By the end of the course, you will be able to evaluate asset classes, construct financial plans, analyze insurance products, understand derivatives markets, and make more informed financial and investment decisions.
Learn the fundamentals of financial planning, risk management, retirement planning, financial management, and insurance-based protection strategies for long-term financial security.
What's included
9 videos4 assignments
9 videos•Total 80 minutes
- Introduction to Physical Asset Class and its valuation•7 minutes
- Sample Financial Plan•12 minutes
- Risk Management•4 minutes
- Retirement Planing•12 minutes
- Risk Planing•11 minutes
- Financial Management•13 minutes
- Strategies to Rectify a Shortfall•8 minutes
- Provide for Shortfall at Disability•6 minutes
- Business Insurance•9 minutes
4 assignments•Total 60 minutes
- Financial Planning Essentials•10 minutes
- Building Long-Term Financial Security•10 minutes
- Managing Financial Gaps and Protection•10 minutes
- Foundations of Financial Planning & Physical Assets•30 minutes
Explore asset valuation techniques, future value calculations, fixed deposits, precious metals, real estate investments, and portfolio management principles.
What's included
9 videos4 assignments
9 videos•Total 62 minutes
- Synthesis and Recommendations•7 minutes
- Implementation•6 minutes
- Appendix B - Cashflow Position•3 minutes
- Calculate Future Value•12 minutes
- Fixed Deposite Calculate•8 minutes
- Jewellery Investment•5 minutes
- Gold silver Assets•7 minutes
- Properties•4 minutes
- Opening Portfolio Management•9 minutes
4 assignments•Total 60 minutes
- Financial Recommendations and Execution•10 minutes
- Calculating Future Wealth•10 minutes
- Physical Asset Evaluation•10 minutes
- Financial Plan Execution & Asset Valuation•30 minutes
Analyze alternative investments, insurance assets, financial markets, market indices, economic indicators, and Unit Linked Insurance Plans.
What's included
9 videos4 assignments
9 videos•Total 71 minutes
- Update Price•10 minutes
- Conclusion to Physical Asset Class and its valuation•8 minutes
- Introduction to Unit Linked Insurance Plan•11 minutes
- Art Asset•5 minutes
- Insurance Asset•5 minutes
- Basic of Market•11 minutes
- Exchange and Index•2 minutes
- Economic Indicators•10 minutes
- Aegon Religare Part 1•8 minutes
4 assignments•Total 60 minutes
- Portfolio Tracking and Asset Review•10 minutes
- Alternative Assets and Insurance Products•10 minutes
- Understanding Markets and Economic Drivers•10 minutes
- Portfolio Management & Market Fundamentals•30 minutes
Develop the skills required to compare insurance providers, assess policy features, evaluate costs, and select suitable insurance products.
What's included
9 videos4 assignments
9 videos•Total 62 minutes
- Aegon Religare Part 2•8 minutes
- Aegon Religare Part 3•6 minutes
- Aviva Life•8 minutes
- Aviva Life Continue•7 minutes
- Bajaj Alianz Insurance Company•11 minutes
- Bharti Axa Insurance Company•4 minutes
- Birla Life Insurance•8 minutes
- Canara and HSBS Company•2 minutes
- DHFL PR America Company•8 minutes
4 assignments•Total 60 minutes
- ULIP Provider Analysis•10 minutes
- Comparing Insurance Companies•10 minutes
- Major Insurance Players Review•10 minutes
- Evaluating Insurance Providers – Part I•30 minutes
Examine major life insurance providers, compare policy structures, and evaluate insurance solutions for financial planning objectives.
What's included
9 videos4 assignments
9 videos•Total 71 minutes
- Edelweiss Tokio Company•8 minutes
- Exide Life•8 minutes
- Future Generathic•7 minutes
- HDFC Standard Company•9 minutes
- ICiCI Prudential Company•12 minutes
- IDBI Federal Company•7 minutes
- India First Life Insurance Company•5 minutes
- Life Insurance Corporation Company•9 minutes
- Max Life Insurance Company•6 minutes
4 assignments•Total 60 minutes
- Emerging and Established Insurers•10 minutes
- Leading Private Life Insurers•10 minutes
- Insurance Product Assessment•10 minutes
- Evaluating Insurance Providers – Part II•30 minutes
Understand ULIP fund selection, policy reviews, investment-linked insurance products, and the fundamentals of derivatives markets.
What's included
9 videos4 assignments
9 videos•Total 57 minutes
- PNB - Metalife•4 minutes
- Reliance Life Company•10 minutes
- Sahara Life Insurance Company•6 minutes
- SBI Life Insurance Company•6 minutes
- Shriram Life Insurance Company•6 minutes
- STAR Union Dai - Ichi Life Insurance Company•4 minutes
- Tata AIA Life Insurance•5 minutes
- Conclusion to Unit Linked Insurance Plan•8 minutes
- Introduction to Derivatives Asset Class and its valuation•7 minutes
4 assignments•Total 60 minutes
- Additional Insurance Company Reviews•10 minutes
- Comparing Life Insurance Alternatives•10 minutes
- ULIP Conclusion and Transition to Derivatives•10 minutes
- Insurance Solutions & ULIP Wrap-Up•30 minutes
Learn derivative instruments, currency forwards, options contracts, option strategies, pricing models, and practical hedging techniques.
What's included
9 videos4 assignments
9 videos•Total 62 minutes
- Introduction to Derivatives Asset Class and its valuation Continue•8 minutes
- Derivative Market•6 minutes
- Spot and Forward Quotes INR/USD•6 minutes
- Objective of Option•10 minutes
- Example of American Long call Option•10 minutes
- Hedging Using Options•5 minutes
- Types of Options Strategies•7 minutes
- Bear Spread Using Puts•8 minutes
- Option Pricing Models•3 minutes
4 assignments•Total 60 minutes
- Introduction to Derivatives Markets•10 minutes
- Options Basics and Applications•10 minutes
- Popular Option Trading Strategies•10 minutes
- Derivatives Fundamentals & Options Strategies•30 minutes
Apply derivatives for risk management, understand margin systems, analyze payoff structures, and implement forward contract hedging strategies.
What's included
5 videos3 assignments
5 videos•Total 38 minutes
- Understand Margins•7 minutes
- Trading Margin Operation Ex•7 minutes
- Payoff and Hedging•8 minutes
- Hedging Using Forward Contracts•9 minutes
- Conclusion to Derivatives Asset Class and its valuation•8 minutes
3 assignments•Total 50 minutes
- Margin Systems and Trading Operations•10 minutes
- Hedging with Derivative Instruments•10 minutes
- Advanced Derivatives, Margins & Hedging•30 minutes
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