OBJECTIVES
This programme is targeted to prepare participants to understand the process of effective deployed of savings into investment consistent with their needs.
PROGRAMME CONTENT
· Financial Planning Basic
Ø Why Do We Need To Plan.
Ø Inculcate A Sense Of Discipline..Any Fool Can Earn,
Ø Spending Wisely Is The Key. Understand The Emotions Of Fear And Greed.
Ø Appreciate The Concept Of Risk Vs Reward
· Financial Planning Process
Ø Understanding Of The Concept Of Time Value Of Money
Ø Understanding The Concept Of Credit And Investment
Ø Statement Of Assets And Liabilities
· Financial Strategies
Ø Housing Loan, Vehicle Loan, Consumer Loan, Credit Card Loan
· Financial Goal Setting
Ø Goal Setting. Short, Medium And Long Term…And Prioritizing
· Budgeting
Ø Preparing A Budget
Ø Listing Constraints
· Financial Instruments
Ø Understanding Asset Classes…Post Office, PPF, Bank Deposits, Mutual Funds, Equity, Debt, Insurance Products, Real Estate, Art Work And Collectibles
· Benefit Plan
Ø Retirement And Estate Planning
Ø Tax Planning
TARGET AUDIENCE
Investment Bankers, Corporate, Banks, Mutual Funds, Broking Houses, Financial Institutions, Consultants, High Net worth Investors other capital market intermediaries, Students & Retail Investors, House Wives and any Individual.
DURATION & TIMINGS
Two Day
9.30 am to 5.30 pm
FEES
Rs. 5,000.00 + 10.30% (Service Tax + Education Cess) per participant, inclusive of tuition fee, study material and lunch.
PROGRAMME COORDINATOR
Manoj Garai
For further details regarding registration, contact:
Email: training@bseindia.com
Phone: 022 - 2272 8303 / 6136 3155
Fax: 022 - 2272 3250
