Two day workshop on Mutual Fund Investing & Financial Planning

Take active participation in the extensive 2-day training program on mutual funds. This program encourages participants to empower themselves with the requisite knowledge and the latest tools & techniques essential to determine the right scheme to invest in.

The session also covers the importance of financial planning centered around insurance and tax planning. It throws light on effective financial planning methods enabling a financially independent retired life.

Learning outcome:

• This program assists you in self-planning with financial and investment products.
• Learning about which investment products to choose & how to choose (choosing debt instruments, choosing stocks, choosing mutual fund schemes, choosing insurance plans & so on); which to strictly avoid;
• How to benefit from the power of compounding; understanding future inflation and interest rate scenario; event-based planning; how to segregate financial goals and financial risks;
• Pre-closing long-term loans;
• Choosing tax planning instruments;
• Early retirement ideas; how much retirement corpus you actually need;
• Whether to use the assistance of financial advisors or not (the pros and cons of advisors presence for your investment management)
• Can learn in privacy entering your own financial data into the templates shared and learn financial planning on your own in a live environment

Takeaways

• Self-help templates and certain useful data would be given to the participants before the commencement of workshop at the venue on pen drives which can be copied
• Participants would be taught planning their own finances live using audio/video presentation mode

Requirement:

• Participants are encouraged to bring their charged laptops to the workshop.