Program Highlights
InfosecTrain’s Financial Freedom Training gives individuals essential knowledge and resources to take control of their financial future and build core behavioral competencies. By mastering personal finance strategies and building soft skills, such as communication, decision making, and emotional intelligence, participants will improve their financial well-being and professional growth. Participants will learn the importance of budgeting, investing, and financial planning through practical, hands-on techniques.
06-Hour LIVE Expert-led Training 
India-Specific Financial Planning 
Effective Debt Management 
Practical Budgeting & Expense Management 
Long-Term Financial Security 
Practical, Actionable Insights 
Training Completion Certificate 
Post Training Support 
Access to Recorded Sessions
Learning Schedule
- upcoming classes
- corporate training
- 1 on 1 training
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InfosecTrain’s Financial Freedom Training is designed for working professionals, families, and students ready to take control of their financial future. This practical course covers the foundations of Indian-style financial planning, including goal setting, budgeting, long-term investment tactics, and insurance. Participants will gain insight into their spending habits, prepare for life’s uncertainties, and develop sustainable financial habits. The curriculum reflects the cultural realities Indian families face today: the rising cost of living, joint responsibilities, and the importance of building wealth across generations.
Domain 1: Importance of Financial Planning
- Why it matters for Indian professionals (family responsibilities, rising costs, retirement)
- Highlighting the cultural importance of financial security
Domain 2: Understanding Your Current Financial Situation
- Creating a budget (income vs. expenses)
- Tracking spending habits
Domain 3: Setting Financial Goals
- Short-term, mid-term, and long-term goals (e.g., buying a home, children’s education, retirement)
- Aligning goals with Indian family values
Domain 4: The Power of Compounding
- Explaining how compounding works
- Highlighting the importance of starting early
Domain 5: Budgeting & Expense Management
- 5.1: Creating a Realistic Budget
- Different budgeting methods (50/30/20 rule, zero-based budgeting)
- Adapting budgets to Indian household expenses
- 5.2: Managing Essential Expenses
- Housing (rent/EMI), groceries, transportation, utilities
- Tips for reducing costs
- 5.3: Controlling Discretionary Spending
- Entertainment, dining out, shopping
- Mindful spending habits
- 5.4: Debt Management
- Understanding different types of debt (credit cards, loans)
- Strategies for paying off debt
- 5.5: Emergency Fund
- The importance of having a safety net
- How much to save and where to keep it
Domain 6: Investment Strategies
- 6.1: Introduction to Investment Options
- Overview of various investment avenues in India (fixed deposits, mutual funds, stocks, PPF, NPS, etc.)
- 6.2: Fixed Deposits (FDs) and Recurring Deposits (RDs)
- Pros and cons, suitability for different goals
- Tax implications
- 6.3: Mutual Funds
- Types of mutual funds (equity, debt, hybrid)
- Systematic Investment Plans (SIPs)
- 6.4: Equity Markets (Stocks)
- Basics of stock investing
- Importance of research and diversification
- 6.5: Public Provident Fund (PPF) and National Pension System (NPS)
- Retirement savings options
- Tax benefits
- 6.6: Real Estate Investments
- Considerations for buying property in India
- Rental income and capital appreciation
- 6.7: Gold Investments
- Traditional and modern forms of gold investment (Sovereign Gold Bonds, Gold ETFs)
- 6.8: Diversification and Asset Allocation
- Spreading investments across different asset classes
- Tailoring asset allocation to risk tolerance and goals
Domain 7: Financial Planning for the Future
- 7.1: Retirement Planning
- Estimating retirement expenses
- Building a retirement corpus
- 7.2: Children’s Education Planning
- Rising education costs in India
- Investment options for future education
- 7.3: Insurance Planning
- Life insurance, health insurance, and other types of insurance
- Importance of adequate coverage
- 7.4: Tax Planning
- Understanding tax laws in India
- Tax-saving investment options
- 7.5: Estate Planning
- Wills and nominations
- Ensuring smooth transfer of assets
Domain 8: Conclusion & Action
- 8.1: Key Takeaways and Action Plan
- Creating a personal financial plan
- Students
- Young Working Professionals
- Mid-career Employees
- Homemakers and Parents
- Freelancers & Entrepreneurs
- Business Owners
None. This course is beginner-friendly.
- Build a foundation in financial literacy tailored to Indian needs
- Learn how to budget and reduce expenses
- Plan long-term financial goals, including retirement and education
- Explore diverse investment avenues and risk profiles
- Manage debt responsibly and build an emergency fund
- Understand tax-saving and insurance strategies
- Create a personalized action plan for financial freedom
How We Help You Succeed
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Success
Words Have Power
It was a very good experience with the team. The class was clear and understandable and it benefitted me in learning all the modules and preparing for the exam.
I loved overall training! Trainer is very knowledebale, had clear understaing of all the topics covered. Loved the way he pays attention to details.
I had a great experience with the team. The training advisor was very supportive and the trainer explained the concepts clearly and effectively. The course was well-structured and has definitely enhanced my skills. Thank you for a wonderful learning experience InfosecTrain.
The class was really good. The instructor gave us confidence and delivered the content in an impactful and easy-to-understand manner.
The course helped me understand several domains I was unfamiliar with. The instructor was exceptionally skilled and confident in delivering the content.
The course was well-structured and easy to follow. The instructor’s use of real-life examples made it easier to connect with and understand the concepts.
Success Speaks Volumes
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