What Will I Learn
At the end of this course you will:
- 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
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