Udemy – Financial Planning: Budgeting, Investing & Tax Basics

File Name:	Financial Planning: Budgeting, Investing & Tax Basics
Content Source:	https://www.udemy.com/course/financial-planning-masterclass/
Genre / Category:	Other Tutorials
File Size :	9.2 GB
Publisher:	Upsurge Club
Updated and Published:	January 4, 2026

Product Details

Managing money effectively is one of the most important life skills, yet it is rarely taught in a structured and practical way. This course is designed to help you understand the fundamentals of personal finance and financial planning, so you can make informed decisions and build a secure financial future. In this course, you will learn how to take control of your finances step by step. We begin by clearing common myths around financial planning and helping you understand why planning is essential at every stage of life. You will explore how your mindset, habits, and biases influence financial decisions and learn simple techniques to overcome them.

Next, the course dives into budgeting and money management. You will learn why budgeting is important, how to build a realistic budget, and how to manage expenses more effectively. This section also covers practical strategies to reduce debt and improve financial stability, including understanding the 20/4/10 rule when purchasing a car. The course then focuses on insurance planning, where you will learn why life and health insurance are critical components of financial security. You will understand different types of policies, how to choose the right coverage, and what add-ons and exclusions to watch for when buying insurance.

You will also learn the basics of goal-based investing, including how to calculate your net worth and create an investment plan aligned with your financial goals. Practical guidance on home loan repayment strategies will help you manage long-term liabilities efficiently. Finally, the course covers taxation basics, explaining key tax terms, the differences between the old and new tax regimes, and methods to calculate and minimize your tax liabilities.

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By the end of this course, you will have a clear framework to manage your money, plan investments, protect your finances, and make smarter financial decisions with confidence.