Phase 012 modules63 concept pages205,356 words
Phase 0: Orientation and foundations
The 12 modules of Phase 0, in the order the course takes them, with the concept pages each one holds.
- M0.01
The Map, the Machine & the Five Questions
16,291 words, 1 h 31 min of reading
- M0.02
How Capital Markets Work: India & US
22,690 words, 2 h 6 min of reading
- M0.03
Financial Literacy Bootcamp
16,023 words, 1 h 29 min of reading
- M0.04
The Analyst's Toolkit & Knowledge System
17,752 words, 1 h 39 min of reading
- M0.05
Your First Annual Report, Guided
17,437 words, 1 h 37 min of reading
- M0.06
The Money You Actually Keep: Products, Costs and Taxes
25,463 words, 2 h 21 min of reading
- Tax advantaged accounts
- Mutual fund expense ratio
- Exit load in mutual funds
- How to read a mutual fund factsheet
- SIP vs SWP vs STP
- Index fund vs ETF
- Sovereign gold bond vs gold ETF
- Term insurance vs endowment plan
- PMS vs AIF
- Capital gains tax in India
- Capital gains tax in the US
- RSU taxation
- 401(k) employer match
- REIT dividend taxation
- EX0.01
Interface, Navigation & Entering Data Right
10,209 words, 57 min of reading
- EX0.02
Formulas I: References, Names & Logic
11,506 words, 1 h 4 min of reading
- CN0.01
The Consulting Mind: Structure, Hypothesis, Answer-First
14,083 words, 1 h 18 min of reading
- CN0.02
The Engagement: Proposal to Trusted Advisor
14,607 words, 1 h 21 min of reading
- PR0.01
The Communicator's Mindset: Audience, Message, Medium
18,092 words, 1 h 41 min of reading
- PR0.02
PowerPoint Ground-Up: Interface, Navigation, Sections and File Craft
21,203 words, 1 h 58 min of reading