Personal Financial Management (5 weeks)

Course Code: FOI104
Day: Sat Time: 9:00-10:50 Hours: 10 Sessions: 5 Semester: Fall, Spring Medium of Instruction: English Location: Online

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Course Description

This course is designed to lead you through the fundamentals of personal financial goal setting and developing a mindset and plan for generating financial stability and wealth generation. Quite often, when people tackle money management, they do it in a ‘learn as you go’ style.  Unfortunately, this approach is more like trial by error.  When it comes to your money, these mistakes and errors we learn along the way can be costly and frustrating.  It leaves many feeling overwhelmed and intimidated by their finances.  In this short course, we start with your goals and move on to the fundamentals of personal financial management in a step-by-step process to avoid the ‘learn as you go’ approach. Material is presented in easy-to-understand strategies to help answer questions like, “Where do I start?” or “Am I saving enough?” At the conclusion of this short course, participants will walk away with their own completed personal financial plan designed uniquely around their goals and circumstances.

Learning Objectives

1. Identify personal financial goals
2. Create a positive mindset around personal finances
3. Understand the technical aspects of creating and building wealth
4. Completed personal financial plan

Who should take this course

Those who struggle with organizing and managing personal finances, who want to set and achieve personal financial goals, and who wants to start saving and investing for the future.


No required textbook


Manish Sharma

Instructor Biography

Besides delving in government think tank and management consulting, Dr. Sharma has spent more than 10 years doing macro-economic research and teaching, at premier institutions such as Jawaharlal Nehru University, University of Tokyo and London School of Economics. Till April 2012, he worked at the Tokyo headquarter of Daiwa Capital Markets, as Director in the Corporate Finance Department. Thereafter he has delved in full time academics teaching Finance and Economics at some of the renowned business schools in Asia, including Doshisha Business School.

Dr. Sharma runs an investment Advisory. He had worked as a newscaster with NHK World Radio Japan for 13 years and advises a number of alternative investment ventures. In 2006 he co-founded a rural primary education initiative in India. He has published in top-notch academic journals, edited books and newspapers.
He holds a Ph.D. in financial economics.