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URL: https://www.coursera.org/learn/physical-asset-investment-financial-planning

⇱ Physical Asset Investment and Financial Planning | Coursera


Physical Asset Investment and Financial Planning

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Physical Asset Investment and Financial Planning

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Gain insight into a topic and learn the fundamentals.
7 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
7 hours to complete
Flexible schedule
Learn at your own pace

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.

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Recently updated!

May 2026

Assessments

12 assignments

Taught in English

Build your subject-matter expertise

This course is part of the MProfit Wealth Management and Risk Analytics Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

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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Instructor

EDUCBA
1,591 Coursesβ€’326,930 learners

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

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