Basic program on Financial Planning and Wealth Management

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Basic Info : Course on Financial Planning and Wealth Management
Level : Beginner
Commitment  : 6 hours of study, 1 Day
Language : English
Scheduled Date : To Be Announced Soon

What Will I Learn

At the end of this course you will:

  • Understand the process and need for financial planning
  • Understand the basic tenets of investment planning
  • Learn techniques of tax planning
  • Learn about the components of financial planning
  • Understand the core concepts of insurance and retirement planning


  • A common man’s concern
  • Financial Planning Process
  • Why Financial Planning?
  • Best Practices

  • What is insurance?
  • Why Life Insurance is must?
  • Origin and Types of Insurance
  • Special discussion on ULIPs and Term Plans
  • 10 Commandments of Life Insurance
  • Health Insurance

  • 10 Basic Tenets of Investments Planning
  • Comparison of all Possible Asset classes & allocation
  • Return comparison over a period of time from different asset classes and investment options (Gold, bonds, Equity, FD, Insurance, etc)
  • 30 yrs Return of Sensex
  • Mutual Funds as Investment Vehicle
  • Special focus on SIP, STP, and SWP
  • NFOs – Good or Bad?
  • How you should be beware of mis-selling in these products

  • Why Retirement Planning?
  • Understanding financial goals and needs

  • Taxation impact on different investment options such as equity, Mutual Funds, ETFs, Gold, Debt, etc
  • Relevant sections and provisions in the law
  • Discussion on Section 80C
  • Direct Tax Code (DTC)

  • What is Estate? Who needs Estate Planning?
  • Transferring assets during a lifetime
  • Transferring assets post-death – e.g nominations, will, etc
  • Creating Trusts

    How It works

       Live Classroom Sessions
    Each session is interactive and informative, featuring case studies, quizzes, and projects

       Interact, Learn and Grow enables you to master the concepts, interact with expert faculty and other learners, and be a part of the community whilst growing.

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