Basic program on Financial Planning and Wealth Management
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
SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6
- 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
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