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Learn to construct your Family Financial Plan

Learn to construct your Comprehensive Family Financial Plan-The Golden Strategy for forever Happiness and Peace of Mind.

Target Audience: Middle & Senior Management Corporate Employees

Nature of Training Workshop:

  1. Pre Training Preparation (Pre Test & Study Material)
  2. 3 full days (24 hrs) classroom training workshop
  3.  Study Kit
  4.  Preparation of comprehensive financial plan
  5. One Year Supports (Mail/Phone) for query handling & one half yearly review of plan.

Investment/Participant: Rs. 20,000/- Per Participant

Why Need of Training Workshop: (Participant benefits)

  1. Take a control of your financial health in your hands.
  2. Vaccination against mis-selling done by manufactures/intermediaries.
  3. Keep yourself financially fit and healthy & Insurance for ensuring a good financial health.
  4. Learn simple and straight forward way for the best personal financial planning.
  5. Be a Financially Educated- Be a Logical- Learn to avoid trap of street smart salesman.
  6. Learn to avoid Speculation/Impulse shopping/bad habits.
  7.  You will learn, understand & prioritize your inflation adjusted Corpus required & additional SIPs required to achieve for Various Important Life Goals.
  8. You will learn the right asset allocation: Which Enables you to construct the Right Portfolio (with Lower charges, Safe, Tax efficient, Flexible and provide Good return in the Long run.) 
  9. Learn New Relationship with Money: Family will have enough corpuses to achieve family’s goals and Family will feel richer. 
  10. Higher Income: The Domain Knowledge & Skills will help to have the higher passive and provide more time to generate active income.
  11.  Peace of Mind & Forever Happiness: you will learn the Road map of your life’s Journey which enables forever happiness and peace of mind.
  12. You will become more Confident, have the Positive Attitude and will enjoy your Journey of life.
  13.  Save Your Time: You can give more time to your business/family/Job instead of spending too much time with your bankers/advisers/TV/News papers etc. 

Why Need of Training Workshop: (Company Benefits)

  1. The Peace of Mind & Happiness of Manager will boost focus on company’s task and better productivity.
  2. A Manager will save time in his personal financial planning…So, More time for company and his family.
  3. The Financial freedom of Manager will reduce risk of financial frauds/corruption with a company.
  4. The higher level of motivation & confidence in a Manager.
  5. A Happy Manager makes a happy employees and customers.

Training Workshop Flow:

  1. What is Family Financial Planning?
  2. An Importance of Family FP in your life?
  3. Decide yourself: Successful Vs. Failure in FFP.
  4. Learn basic financial mathematics with help of financial calculator (Casio FC 200v)
  5. Prepare your own case study (About your family, Annual Income, Assets-Liabilities, Goals, Assumptions, Concerns, Queries)
  6. Prepare your own goal based personal financial plan for Retirement, Children’s higher education, Children’s marriage, Special Goals (vacation etc.) and Insurance planning.
  7. Learn Right Asset allocation strategy (Accumulation & Distribution stage)
  8. Know your Tax liability for AY 14-15 and learn innovative effective tax planning strategies (Loss from Let out property)
  9. Selection of right instruments for goal based planning.
  10. Learn Investment Planning (Equity valuation, bond valuation, real estate valuation and risk adjusted return- for selecting right MF)
  11. Retirement Planning: Know various retirement planning instruments (Pre & Post)
  12. Insurance Planning- Life, Health and General Insurance
  13. Estate Planning- Know importance of Will, PoA and Private Trust.
  14. Real Estate Planning
  15. Review Existing portfolio and design your ideal portfolio based on financial plan.

 

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