EDUCBA

Financial Planning and Risk Management Essentials

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EDUCBA

Financial Planning and Risk Management Essentials

EDUCBA

Instructor: EDUCBA

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

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.

Details to know

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Recently updated!

June 2026

Assessments

31 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the Trading Platforms and Portfolio Analysis 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 8 modules in this course

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 videos24 assignments

Explore asset valuation techniques, future value calculations, fixed deposits, precious metals, real estate investments, and portfolio management principles.

What's included

9 videos1 assignment

Analyze alternative investments, insurance assets, financial markets, market indices, economic indicators, and Unit Linked Insurance Plans.

What's included

9 videos1 assignment

Develop the skills required to compare insurance providers, assess policy features, evaluate costs, and select suitable insurance products.

What's included

9 videos1 assignment

Examine major life insurance providers, compare policy structures, and evaluate insurance solutions for financial planning objectives.

What's included

9 videos1 assignment

Understand ULIP fund selection, policy reviews, investment-linked insurance products, and the fundamentals of derivatives markets.

What's included

9 videos1 assignment

Learn derivative instruments, currency forwards, options contracts, option strategies, pricing models, and practical hedging techniques.

What's included

9 videos1 assignment

Apply derivatives for risk management, understand margin systems, analyze payoff structures, and implement forward contract hedging strategies.

What's included

5 videos1 assignment

Earn a career certificate

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Instructor

EDUCBA
EDUCBA
1,545 Courses321,440 learners

Offered by

EDUCBA

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