Physical Asset Investment and Financial Planning
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Physical Asset Investment and Financial Planning
This course is part of MProfit Wealth Management and Risk Analytics Specialization
Instructor: EDUCBA
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What you'll learn
Analyze financial planning techniques and evaluate physical asset investments.
Develop diversified portfolio strategies for long-term wealth creation and security.
Apply risk management, retirement planning, and cashflow analysis techniques effectively.
Skills you'll gain
- Risk Management
- Financial Forecasting
- Insurance
- Insurance Policies
- Portfolio Management
- Asset Protection
- Business Risk Management
- Cash Flows
- Risk Mitigation
- Goal Setting
- Wealth Management
- Fixed Asset
- Financial Planning
- Asset Management
- Cash Flow Forecasting
- Portfolio Risk
- Financial Analysis
- Investments
- Investment Management
- Real Estate
Details to know
May 2026
12 assignments
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There are 3 modules in this course
Learn how to analyze physical asset investments, apply financial planning strategies, and build diversified portfolios for long-term wealth creation and financial security. This course provides practical skills in risk management, retirement planning, portfolio monitoring, and investment analysis using real-world financial planning techniques.
The course begins with the foundations of financial planning and risk management, helping learners understand physical asset classes, financial goal setting, retirement planning, and strategies to manage financial risks and shortfalls effectively. Learners will build a strong understanding of how structured planning supports long-term financial success. As the course progresses, learners focus on protection planning and financial calculations, including disability planning, business insurance, cash flow analysis, future value estimation, and fixed deposit evaluation. The course explains how financial calculations support informed investment and protection decisions. Advanced modules explore physical asset investments such as gold, jewellery, and real estate, along with practical portfolio management techniques used to build and optimize diversified investment portfolios. What makes this course unique is its integrated approach that combines financial planning, physical asset investing, risk protection, and portfolio management into one practical learning experience. By the end of the course, learners will be able to confidently design, implement, and monitor comprehensive financial strategies that balance growth, security, and long-term financial success.
This module introduces learners to the fundamentals of physical asset classes and their role in financial planning. It covers goal setting, risk management, retirement planning, and strategies to manage financial shortfalls, enabling learners to build a strong foundation for effective personal financial decision-making.
What's included
7 videos4 assignments
7 videosβ’Total 66 minutes
- Introduction to Physical Asset Class and its valuationβ’7 minutes
- Sample Financial Planβ’12 minutes
- Risk Managementβ’4 minutes
- Retirement Planingβ’12 minutes
- Risk Planingβ’11 minutes
- Financial Managementβ’13 minutes
- Strategies to Rectify a Shortfallβ’8 minutes
4 assignmentsβ’Total 60 minutes
- Foundations of Financial Planning & Risk Managementβ’30 minutes
- Understanding Physical Assets & Financial Planning Basicsβ’10 minutes
- Managing Risks Across Life Stagesβ’10 minutes
- Financial Stability & Shortfall Strategiesβ’10 minutes
This module focuses on safeguarding financial stability through risk protection strategies such as disability planning and business insurance. It also introduces key financial calculations including cashflow analysis, future value estimation, and fixed deposit evaluation to support informed financial decisions.
What's included
7 videos4 assignments
7 videosβ’Total 51 minutes
- Provide for Shortfall at Disabilityβ’6 minutes
- Business Insuranceβ’9 minutes
- Synthesis and Recommendationsβ’7 minutes
- Implementationβ’6 minutes
- Appendix B - Cashflow Positionβ’3 minutes
- Calculate Future Valueβ’12 minutes
- Fixed Deposite Calculateβ’8 minutes
4 assignmentsβ’Total 60 minutes
- Protection Planning & Financial Calculationsβ’30 minutes
- Safeguarding Against Uncertaintiesβ’10 minutes
- From Strategy to Executionβ’10 minutes
- Cash Flow & Core Financial Calculationsβ’10 minutes
This module explores investment opportunities in physical assets such as gold, jewellery, and real estate, along with practical portfolio management techniques. It equips learners with the skills to build, monitor, and optimize a diversified investment portfolio.
What's included
6 videos4 assignments
6 videosβ’Total 43 minutes
- Jewellery Investmentβ’5 minutes
- Gold silver Assetsβ’7 minutes
- Propertiesβ’4 minutes
- Opening Portfolio Managementβ’9 minutes
- Update Priceβ’10 minutes
- Conclusion to Physical Asset Class and its valuationβ’8 minutes
4 assignmentsβ’Total 60 minutes
- Physical Asset Investments & Portfolio Managementβ’30 minutes
- Investing in Tangible Assetsβ’10 minutes
- Real Estate & Portfolio Setupβ’10 minutes
- Real Estate & Portfolio Setupβ’10 minutes
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