Basic program on Financial Planning and Wealth Management
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  • Basic program on Financial Planning and Wealth Management

Classroom Course


Basic Info           : Course on Financial Planning and Wealth Management Level                   : Beginners Commitment     : 6 hours of study, 1 Days Language           : English Scheduled Date   :

What Will I Learn

At the end of this course you will:
  • Understand the process and need for financial planning
  • Learn about the components of financial planning
  • Understand the basic tenets of investment planning
  • Understand the core concepts of insurance and retirement planning
  • Learn techniques of tax 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 law
  • Discussion on Section 80C
  • Direct Tax Code (DTC)
  • What is Estate? Who needs Estate Planning?
  • Transferring assets during life time
  • Transferring assets post death – e.g nominations, will etc
  • Creating Trusts


Interactive Sessions

Session-specific Assignments

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

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