Enjoy massive discounts on our courses and robo advisory tool!

Published: November 26, 2022 at 11:16 am

Last Updated on December 27, 2022

Dear reader, it is never too late to plan and organise your finances and plan for the future. Use the links below to enjoy massive discounts on our courses and robot-advisory tool!

(1) Build a complete financial plan with our Robo Advisory Tool! (20% discount; use discount code below)

Get the freefincal robo advisory tool to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (holidays, appliances etc.).

The tool would help anyone from ages 18 to 80 to plan for their retirement, six other non-recurring financial goals and four other recurring financial goals with a detailed cash flow summary. More than 1000 investors and financial advisors are using the tool.

Presentation: The tool is available

  • Excel file with macros: will work on Mac Excel and Windows Excel.
  • On Google Sheets with scripts.
  • Each version has to be purchased independently.

Video Guide for the robo advisory tool

 

One-time purchase; lifetime access. Price includes future updates to the sheet.

Use this link to get the tool to get the Robo Advisory Template Google Sheets Edition at a 20% discount for Rs. 4500 only (the regular price is Rs. 5625). Use the discount code: robo25

 

Use this link to get the tool to get the Robo Advisory Template Excel Sheets Edition at a 20% discount for Rs. 4500 only (the regular price is Rs. 5625). Use the discount code: robo25

(2) Goal-based Portfolio Managment (25% discount; use discount code below)

Goal-based portfolio management is an online course to reduce fear, uncertainty and doubt while investing for a financial goal. 3000+ members of our community have already signed up for the course! Join to get clarity on planning for your goals and achieving the necessary corpus no matter the market condition is!! Watch the first lecture for free below!

Course presentation: All the videos are available at freefincal.com  in a private area. After purchase, you will need to register with your email; activate the account and then access the videos  (one-time fee; lifetime access).

We also have a course Facebook group. You can also watch the videos inside the group and use it for discussions among members. A Facebook account (optional) is only needed for discussion and not for watching videos.

Buy the course. The full price is Rs. 4000, but for a limited time, you can get Rs. 1000 off with the discount code gpms25. This is a 25% discount!

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1st lecture is free!

 

Contents

  • Lecture 1: What is Goal-Based Portfolio Management? An introduction
  • Lecture 2: What is a sequence of return and why is it important.
  • Lecture 3: Managing Risk for a 20Y Goal. Here different methods to manage risk and attain a target corpus is discussed.
  • Lecture 4: Why we need to look beyond India Stock Market History. The limitations of our market history and why we need to learn risk management with S &P 500 history is explained.
  • Lecture 5 How different equity allocations work for a 20Y goal. Strategies that work for 20Y, 10Y and 5Y goals are explained.
  • Lecture 6: What if I started investing late and have a huge fixed income allocation?
  • Lecture 7: How practical is the strategy we discussed so far?
  • Lecture 8: Basics of Retirement Planning
  • Lecture 9 Testing Retirement Strategies with the worst sequence of returns
  • Lecture 10: Testing success and risk for retirement strategies
  • Discussion: What are your takeaways?
  • Lecture 11: How to use Excel Goalseek to convert annual return to monthly return
  • Lecture 12: How to create your own monthly portfolio tracker!

Buy the course. The full price is Rs. 4000, but for a limited time, you can get Rs. 1000 off with the discount code gpms25. This is a 25% discount!

(3) Earn from skills (40% discount use discount code given below)

Learn how to get people to pay for your skills! Whether you are a salaried person wanting a side income or passive income, a professional or a small business owner wanting more clients via online visibility, we will show how to achieve this by showcasing your skills and building a community that trusts you and pays you!

Course presentation: All the videos are available at freefincal.com  in a private area. After purchase, you will need to register with your email, activate the account, and access the videos  (one-time fee; lifetime access).

We also have a course Facebook group. You can also watch the videos inside the group and use it for discussions among members. A Facebook account (optional) is only needed for discussion and not for watching videos.

Buy the course via this link: How to get people to pay for your skills: A guide to win their trust and build an income. For a short time: use code efs40 to get 40% off! You only need to pay Rs. 3000.

Course Objective: A complete framework to build online visibility with your skills; Create a community of readers and viewers based on expertise and trust and generate an income that will gradually grow to become significant and last a lifetime.

schematic of regular salary gig income and income from skills
schematic of regular salary gig income and income from skills

Syllabus
Unit 1: What is this course about, and what to expect from it.

 

Unit 2: Setting the right priorities
Unit 3: How to choose your topic and what to aim for
Unit 4: Finding content gaps in your topic
Unit 5: Pros and cons of different types of public medium
Unit 6: How to make money online? (finally!)
Unit 7: How to create your own website: Basic set-up
Unit 8: How to create your own website: (intermediate-level set-up)
Unit 9: Using Twitter and Facebook
Unit 10: Writing an SEO-optimised article + site branding with entity interlinking
Unit 11: Passive income Examples + benefits many do not recognise
Unit 12: Generating content ideas: understanding what people look for online
Unit 13: Website Design and User Experience (UX)
Unit 14: Email Marketing
Unit 15: Google My Business
Unit 16: Automating social media sharing to grow a following
Unit 17: Why you need to get on YouTube
Unit 18: Writing Content that gets traffic. Part 1: search traffic
Unit 19: Writing Content that gets traffic. Part 2: Getting “discovered” by Google.
Unit 20: How to be a consistent content producer?
Unit 21: When to monetize; How to launch products; How to get consistent revenue;
Unit 22: Advanced Website set up: Custom schema set up
Unit 23: Overview of tools I use and my learnings
Unit 24: Whom to follow; How to stay updated;
Unit 25: Custom topics suggested by members

Course FAQ
==>Is the fee one-time or recurring? It is one-time.
==> Can I watch the videos any time I want? Yes. Access is forever.
==> I am a professional, entrepreneur or a small business owner. Will this course help? Yes! It will help you quickly set up your website and online profiles right and show you how you can leverage them for building a brand, a community that trusts you and would buy from you or hire you.
==> I am salaried with some interests I want to develop. Will this course help? Yes! The course discusses how you can use online communities to understand problems and issues that you can address to increase visibility.
==> I want to earn some extra income but am unsure about the area. Will this course help? The core idea of online money making is to help others without expectations and the money will come. Tom Cruise said “everyone has a story. Similarly “everyone has something to offer”. Some way in which they can help others. It should not take long for you to list that. Even if you are not an expert in that area, you can learn while you create content. This is what I did and am doing with freefincal. Once you think of at least one way to help someone else, the course will help you get ideas and create content around that.
==> Will this help me set up a website? Yes. A start-to-finish guide is included along with “how to write SEO-optimised content”
==> When can I start seeing results? This is not a get-rich-quick scheme. Results will depend on your circumstances and the topic. For example, a financial advisor may see faster results than a salaried person working on this as a side project. Simply because for the financial advisor, online visibility is bread and butter. Similarly, a person writing about politics may get more revenue than a person writing poems because of community size interested in each are different. Increasing visibility in the area we are good at is more productive than chasing after a “hot topic” we know nothing about.

Buy the course via this link: How to get people to pay for your skills: A guide to win their trust and build an income. For a short time: use code efs40 to get 40% off! You only need to pay Rs. 3000.

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