Basic program on Financial Planning and Wealth Management

Basic Program on Financial Planning & Wealth Management


The objective of this One day program is to teach you to ‘How to be smart with your money’ and to ensure that participants gain a basic understanding about Financial Planning and its various components viz Insurance Planning, Investment Planning, Tax Planning and Retirement Planning.
This programme will also help the participants to respond to the challenges posed by the changing nature of the Financial Services Industry. Participants here will be exposed to the important terms, rules, concepts, principles and theories related to financial planning & wealth management. This course will help the participants to learn about the process of creating wealth, the methods and instruments involved as well as managing wealth

Day 1
1. Financial Planning
A common man’s concern
Financial Planning Process
Why Financial Planning?
Best Practices
2. Components of Financial Planning?
A. Insurance Planning B. Investment Planning
What is insurance? 10 Basic Tenets of Investments Planning
Why Life Insurance is must? Comparison of all Possible Asset classes & allocation
Origin and types of Insurance Return comparison over a period of time from different asset classes and investment options (Gold, bonds, Equity, FD, Insurance etc)
Special discussion on ULIPs and Term Plans 30 yrs Return of Sensex
10 Commandments of Life Insurance Mutual Funds as Investment Vehicle
Health Insurance Special focus on SIP, STP, and SWP
NFOs – Good or Bad?
How you should be beware of mis-selling in these products
C. Retirement Planning D. Tax Planning
Why Retirement Planning? Taxation impact on different investment options such as equity, Mutual Funds, ETFs, Gold, Debt etc
Understanding financial goals and needs Relevant sections and provisions in law
Discussion on Section 80C
Direct Tax Code (DTC)
E. Estate Planning
What is Estate? Who needs Estate Planning? F. Discussion & Preparation of Comprehensive Financial Plan
Transferring assets during life time
Transferring assets post death – e.g nominations, will etc
Creating Trusts
  • Long term Retail / High-Net worth Individual Investors
  • Students
  • Housewives
  • Businessman
  • Salaried Professionals (special emphasis)
  • 1 day
    10.00 am to 5.30 pm

    Rs. 5,425.00 + Applicable Taxes per participant inclusive of tuition fees, and (morning / evening) refreshments only.

    For further details regarding contents,