EDUCBA

Tax Planning and Wealth Management Basics

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EDUCBA

Tax Planning and Wealth Management Basics

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

  • Apply taxation rules to calculate income tax, capital gains, and deductions.

  • Evaluate tax-saving and estate planning strategies for wealth management.

  • Develop goal-based financial plans using practical financial analysis tools.

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Recently updated!

May 2026

Assessments

36 assignments

Taught in English

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There are 9 modules in this course

This module introduces the fundamental concepts of taxation and retirement planning. Learners explore how tax systems operate, how income sources are categorized, and how individuals can estimate retirement needs and income streams while understanding the role of pension reforms in long-term financial security.

What's included

9 videos4 assignments

This module introduces estate planning concepts and explores the tools used to manage and transfer wealth effectively. Learners also examine key tax-saving provisions including deductions, insurance benefits, and investment incentives that help individuals legally reduce tax liability.

What's included

9 videos4 assignments

This module focuses on the taxation of capital assets and the computation of capital gains. Learners understand the treatment of agricultural land, short-term and long-term capital gains, and the importance of cost of acquisition in determining taxable profits from asset transactions.

What's included

9 videos4 assignments

This module examines taxation under the heads of income from house property and salary. Learners explore net annual value calculations, rental income treatment, allowances, perquisites, and various salary components that affect taxable income.

What's included

9 videos4 assignments

This module focuses on the computation of profits and gains from business or profession. Learners study depreciation rules, proportionate depreciation, allowable deductions, and special provisions for business expenditure and research activities.

What's included

9 videos4 assignments

This module introduces tax planning strategies and explains how financial planners analyze client data to develop effective tax optimization solutions. Learners also explore business restructuring and the importance of legal compliance in tax management.

What's included

9 videos4 assignments

This module explains the legal foundations of taxation, including definitions, legislative provisions, and classification of income. Learners explore retrospective legislation, fringe benefits, and the treatment of agricultural income within the legal tax framework.

What's included

9 videos4 assignments

This module focuses on advance tax provisions, income tax rules, and tax rates. Learners also explore tax benefits available to salaried individuals and strategies to maximize deductions while maintaining compliance with tax regulations.

What's included

9 videos4 assignments

This module applies taxation and financial planning concepts through case studies and practical financial planning tools. Learners analyze client financial data, evaluate asset allocation strategies, and use Excel-based models to solve goal-based financial planning problems.

What's included

12 videos4 assignments

Instructor

EDUCBA
EDUCBA
1,288 Courses292,323 learners

Offered by

EDUCBA

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