Introduction and importance of personal finance and financial literacy

This is the course content that I will be speaking on with the customers. This is going to be a detailed training cum investment guidance program for the customers who attend this. Its going to be a 20 hr training program spread across 15 days.

Emergency funds
Budgeting
Importance & real life use of budgeting
Real estate planning

Wealth Creation through investment

  • Net worth of individual
  • Goal Setting
  • Event based
  • investment planning
  • Child education
  • Child Marriage
  • Retirement planning
  • 40-30-30, 50-30-20, 30-30-30-10 Rules of investing

Protecting Life & Investment

Term Plan/Insurance

Health Insurance

Various Investment vehicles

Mutual Funds

Commercial Real Estate Residential Real estate

Stock Market investment

100- AGE = % of money you should invest in Equities

  • Tax Planning
  • Various Tax sections to save tax
  •  Communication & Record Keeping which affect finances
  • Will writing
  • Nominees in all financial investment
  • Keeping families informed on insurance policies and investment
  • Credit Score & its importance
  • Start Early Reach Early
  • Financial Independence & Retire Early
  • 8th Wonder – Power of compounding
  • Giving time time to investment or timing the market investment

FQA

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You are welcome to participate. Everything from fundamentals to advanced stock trading is covered in the course.

21st century is India's century - Don't miss the flight to create wealth for you and your loved ones

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