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MODULE 06

Financial Goals & Goal Planning

Turn vague aspirations into measurable financial objectives.

TOPICS16 Lessons|DURATION~240 Mins

Foundational Topics

Master these core concepts to build your wealth

16 Lessons

What Is a Financial Goal?

Why Goals Matter

Short-Term Goals

Medium-Term Goals

Long-Term Goals

Needs, Wants and Goals

SMART Financial Goals

Putting a Rupee Value on a Goal

Time Horizon of a Goal

Inflation and Future Goal Cost

Prioritising Multiple Goals

Essential vs Aspirational Goals

Goal Funding — Basic Concept

Tracking Progress Toward Goals

Changing Goals When Circumstances Change

Goal-Based Financial Decision-Making