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