A Comprehensive Guide to Personal Finance for a Financially Secure Future

Download Course Contents

Guide to Personal Finance Course Overview

Guide to Personal Finance is a course designed to teach students the basics of personal financial planning. It provides students with an overview of money management and personal finance, including budgeting, debt management, investments, and retirement planning. The course covers the basics of financial management, including budgeting and saving, investments, retirement planning, debt management, and financial planning for the future. It provides students with the tools and knowledge to manage their finances more effectively.


The 1-on-1 Advantage

Get 1-on-1 session with our expert trainers at a date & time of your convenience.

Flexible Dates

Start your session at a date of your choice-weekend & evening slots included, and reschedule if necessary.

4-Hour Sessions

Training never been so convenient- attend training sessions 4-hour long for easy learning.

Destination Training

Attend trainings at some of the most loved cities such as Dubai, London, Delhi(India), Goa, Singapore, New York and Sydney.

You will learn:

  • Introduction
  • What is net worth?
  • Calculate your net worth
  • How to set goals you'll actually reach
  • What is a budget?
  • The 50/20/30 Rule
  • End-of-section review
  • Introduction: Snowball v/s Avalanche methods
  • 3 ways to lower your interest rate
  • How to improve your credit score quickly
  • End-of-section review
  • Introduction: 5 simple spending hacks
  • How to cut your biggest expense
  • Other simple ways to save
  • End-of-section review
  • You're probably underpaid
  • The right way to ask for a raise
  • How to negotiate a better job offer
  • How to have a successful side hustle
  • End-of-section review
  • Introduction: Make your money work for you
  • What should you use a savings account for?
  • The #1 reason to invest
  • How compounding works for and against you
  • Where to invest your money
  • Stocks 101
  • What you should know about funds and fees
  • Bonds 101
  • What to know before you buy a home
  • End-of-section review
Live Online Training (Duration : 8 Hours)
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

650 + If you accept merging of other students. Per Participant & excluding VAT/GST
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
550 Per Participant & excluding VAT/GST
12 Jun
09:00 AM - 05:00 PM CST
(8 Hours/Day)
03 Jul
09:00 AM - 05:00 PM CST
(8 Hours/Day)
Course Prerequisites

• Knowledge of basic personal finance concepts
• Understanding of basic budgeting and cash flow management principles
• Ability to read and understand financial statements and reports
• Experience with software and/or online tools related to personal finance topics
• Capable of conducting online research and analysis related to personal finance
• An interest in money-management and personal finance
• Working knowledge of the stock market and investment principles

Target Audience

The target audience for Guide to Personal Finance training would be individuals who are looking to manage their personal finances better and those looking to gain financial literacy. This could include newly-graduated university students who are dealing with student loan debt, young professionals with limited time to manage their finances, or those who have never taken a first step towards budgeting or investing. The program could be tailored to different levels of knowledge, including beginners, intermediate and advanced courses. Ideally, the training should be comprehensive and include topics such as budgeting, debt management, savings, investing, taxes, credit, retirement planning, and estate planning. Different age groups and types of income will affect the approach used to teach the material and therefore would be helpful to know when designing the program.


Learning Objective of Guide to Personal Finance:

1. Learn how to create a budget plan to track and monitor income, expenses, and debt.
2. Understand strategies for cutting expenses and increasing income.
3. Develop an understanding of investment options and how to build wealth.
4. Gain resources for setting and meeting financial goals, such as saving for retirement or a home.
5. Master the basics of tax planning and filing taxes.
6. Learn credit necessities, such as building a good credit score and warding off identity theft.
7. Develop money management skills that support a secure financial future.
8. Discover the pros and cons of different types of insurance plans.
9. Learn how to handle specific financial situations such as student loans and divorce.
10.Address financial challenges like debt, bankruptcy, and foreclosure.



Yes, fee excludes local taxes.
Yes, we do.
Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1 on 1 Public you can select your own schedule, other students can be merged. Choose 1-on-1 if published schedule doesn't meet your requirement. If you want a private session, opt for 1-on-1 Private.
1-on-1 Public - Select your start date. Other students can be merged. 1-on-1 Private - Select your start date. You will be the only student in the class.
Yes, course requiring practical include hands-on labs.
You can buy online from the page by clicking on "Buy Now". You can view alternate payment method on payment options page.
Yes, you can pay from the course page and flexi page.
Yes, the site is secure by utilizing Secure Sockets Layer (SSL) Technology. SSL technology enables the encryption of sensitive information during online transactions. We use the highest assurance SSL/TLS certificate, which ensures that no unauthorized person can get to your sensitive payment data over the web.
We use the best standards in Internet security. Any data retained is not shared with third parties.
You can request a refund if you do not wish to enroll in the course.
To receive an acknowledgment of your online payment, you should have a valid email address. At the point when you enter your name, Visa, and other data, you have the option of entering your email address. Would it be a good idea for you to decide to enter your email address, confirmation of your payment will be emailed to you.
After you submit your payment, you will land on the payment confirmation screen. It contains your payment confirmation message. You will likewise get a confirmation email after your transaction is submitted.
We do accept all major credit cards from Visa, Mastercard, American Express, and Discover.
Credit card transactions normally take 48 hours to settle. Approval is given right away; however, it takes 48 hours for the money to be moved.
Yes, we do accept partial payments, you may use one payment method for part of the transaction and another payment method for other parts of the transaction.
Yes, if we have an office in your city.
Yes, we do offer corporate training More details
Yes, we do.
Yes, we also offer weekend classes.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes. You can access courseware for most vendors.
Yes, this is our official email address which we use if a recipient is not able to receive emails from our @koenig-solutions.com email address.
Buy-Now. Pay-Later option is available using credit card in USA and India only.
You will receive the digital certificate post training completion via learning enhancement tool after registration.
Yes you can.
Yes, we do. For details go to flexi
You can pay through debit/credit card or bank wire transfer.
Dubai, London, Sydney, Singapore, New York, Delhi, Goa, Bangalore, Chennai and Gurugram.
Yes you can request your customer experience manager for the same.
Yes of course. 100% refund if training not upto your satisfaction.

Prices & Payments

Yes of course.
Yes, We are

Travel and Visa

Yes we do after your registration for course.

Food and Beverages



Says our CEO-
“It is an interesting story and dates back half a century. My father started a manufacturing business in India in the 1960's for import substitute electromechanical components such as microswitches. German and Japanese goods were held in high esteem so he named his company Essen Deinki (Essen is a well known industrial town in Germany and Deinki is Japanese for electric company). His products were very good quality and the fact that they sounded German and Japanese also helped. He did quite well. In 1970s he branched out into electronic products and again looked for a German name. This time he chose Koenig, and Koenig Electronics was born. In 1990s after graduating from college I was looking for a name for my company and Koenig Solutions sounded just right. Initially we had marketed under the brand of Digital Equipment Corporation but DEC went out of business and we switched to the Koenig name. Koenig is difficult to pronounce and marketeers said it is not a good choice for a B2C brand. But it has proven lucky for us.” – Says Rohit Aggarwal (Founder and CEO - Koenig Solutions)
All our trainers are fluent in English . Majority of our customers are from outside India and our trainers speak in a neutral accent which is easily understandable by students from all nationalities. Our money back guarantee also stands for accent of the trainer.
Medical services in India are at par with the world and are a fraction of costs in Europe and USA. A number of our students have scheduled cosmetic, dental and ocular procedures during their stay in India. We can provide advice about this, on request.
Yes, if you send 4 participants, we can offer an exclusive training for them which can be started from Any Date™ suitable for you.