Workshops

Financial Planning Awareness Workshops

‘Financial Planning’ is introduced as a subject to the participants and why & how it is useful in everybody’s life.

What is Financial Planning?

Financial Planning is the process of identifying and defining individual’s financial goals, prioritizing them and achieving them with a clearly defined and practical plan. It helps achieve greater confidence regarding financial security. It is an ongoing process where it continuously reviews and makes corrections on all the aspects of personal finance.

How does workshop help?

The Financial Planning Awareness Workshop provides an opportunity to understand, appreciate and discuss this subject in detail. It aims to foster healthy discussion among attendees and helps them learn about this subject as much as possible.

It usually helps attendees to:

·       See through the misconceptions regarding various aspects of personal finance

·       Understand the Financial Planning exercise as a scientific solution to the money worries

·       Differentiate the Financial planning approach from haphazard buying of financial products

·       Appreciate how a financial plan brings clarity about their overall financial position and goals

How is workshop conducted?

The 2.5 hours workshop is divided into two parts.

An interactive presentation on financial behavior and financial planning is followed by one to one counseling sessions for the participants.

·         90 minutes Presentation: active participation by everyone is encouraged

·         60 minutes for one-to-one counseling

Preferred attendees count: 10-12 (else, more workshops can be planned)

What is discussed during the workshop?

During the workshop:

 45 Mins: Financial Behavior

·         Life Aspirations Overview and roadblocks

This section includes discussion on what we think and feel regarding various aspects of personal finance like spending habits, earnings, risk attitude, investing, retirement, loans, risk management, tax management, uncertainties in life, budgeting etc.

     45 Mins: What is Financial Planning

-      Introduction to Comprehensive Financial Planning

-      Sample Financial Plan walkthrough explaining constituents, process and benefits of Financial Planning

     60 Mins: One to one sessions

-      Individuals who have certain immediate questions and need some on-the-spot-counseling/ advice

Charges

These workshops are an attempt to create awareness about ‘Financial Planning’ in public.

Currently there are No charges for the workshop.