Personal Finance For Well-Being


Fee: 9,999

Shilpa Bhaskar Gole | Financial Trainer

Money is crucial for everyone. A penny saved is a penny earned. Your dreams are often limited by money, which affects or increases your happiness and determines your living standard. And yet…how to manage money is not considered worth discussing in school! As a result, many of us mismanage finances, accumulate debt, default on mortgages, lose investments, and abandon retirement plans. This course on Personal Finance for well-being can help you learn how to make money work for you. The course provides a faster way to understand how money functions: How do you manage your money? How can you manage debt? How can you determine your financial wealth? How can you pay your fair share of taxes and nothing more? How can you prepare for retirement? How can you invest your money? How can you prepare your estate for when you pass on? And most importantly, how can you manage your emotions while managing your money? Happy Learning!


The objective of this course is after completion of the course, learner will be able to: Approach personal finance with clarity and confidence. Create a simple financial action plan. Start simple action steps to achieve financial goals.

To give learners a basic understanding of:-

Personal Finance

Financial Action Plan

Start Simple Action Steps

Achieve Financial Goals

What Will You Learn

By the end of the course, you would be learning multiple skillsets, including: 1. How to manage your emotions and mindset around money 2. How to set financial goals and build a financial action plan 3. Important financial goals to plan for 4. Basics of investing, budgeting, and insurance 5. How to plan income tax outgo 6. How to plan for retirement 7. How to leave behind wealth for your loved ones through a sound estate plan

Skills you will gain
Money Management
Financial Planning
Personal Finance
Holistic wellbeing
Financial wellbeing


  • Importance of Financial Wellbeing

  • Identifying Financial Goals

  • Knowing Current Financial Position

  • Financial Action Plan

  • Investing

  • Borrowing Money

  • Insurance

  • Income Tax



Shilpa Bhaskar Gole
> Financial Fitness Coach FFC® > FPSB™ Investment Planning Specialist > FPSB™ Retirement & Tax Planning Specialist
Investment and Tax Planning Specialist

Shilpa holds an MBA from the Institute of Rural Management Anand (IRMA), Gujarat and a graduate degree in Civil Engineering from RVCE, Bangalore. She started her career with Dvara Solutions, designing financial products and wealth management solutions for customers in remote rural India. Shilpa is a certified Financial Fitness Coach FFC® and an FPSB™ Investment Planning Specialist. With her passion to see financially confident people around the world, she founded Nerdy Bird Financial Wellness. Shilpa conducts one-to-one as well as group financial wellness sessions to deepen awareness, action and confidence around money.

4.5 1,500 ratings 500+ Learners
Shareable Certificate
Certificate Sample - Aisect Learn

Other Details

Personal Financial Well Being


Still have queries? Talk to our counsellors who are available to guide you

Get Job Assurance and JumpStart your career in Personal Finance


  • Does this course include a certificate?


  • Does this course has lifetime access or limited period access?

    This course comes with 1 Year Access

  • Is this course available in its complete version?


  • What is the Language used by Trainer ?

    The trainer has used English Language to make the learner understand the concepts clearly

  • What are the advantages of this course?

    A Must do course for anyone and everyone, especially in the current economic landscape. The primary objective is to bring a rational financial decision-making system to empower individuals & know the process to earn, save & multiply money. The other advantages are to learn using different calculators and multiply & save money depending on your goals.

  • What are the topics included in this Course ?

    "10 topics are discussed in detailed in this course: Module 1: Importance of Financial Wellbeing Module 2: Identifying Financial Goals Module 3: Knowing Current Financial Position Module 4: Financial Action Plan Module 5: Investing Module 6: Borrowing Money Module 7: Insurance Module 8: Income Tax Module 9: Leaving Behind Wealth Module 10: Mind and Money"

  • Who is our Trainer ?

    Shilpa Bhaskar Gole is a certified Financial Fitness Coach FFC® and an FPSB™ Investment Planning Specialist.

Get Skilled, Get Hired by Top Companies.