Financial Planning, Mutual Funds & Financial Literacy Program

Financial Planning, Mutual Funds & Financial Literacy Program

Course Details

Mutual Funds – 5hr / 3 days (daily 2hr)

  • 1 Introduction to the Mutual Funds – 1hr
  • 2 Types of funds – 3hr
  • 3 NAV, Investment methods – 1hr

Financial Planning & Financial literacy Program – 17hr / 8 days (daily 2hr)

  • 1 Introduction to the Financial Planning – 1hr
  • 2 Before Investment – 2hr
  • 3 Investors phycology – 4hr
  • 4 Various aspects of Financial Planning – 1hr
  • 5 Financial Need Analysis, Goal setting, Expenses Management – 1hr
  • 6 Important factors for Financial Planning – 2hr
  • 7 What is Financial literacy – 1hr
  • 8 Insurance – 1hr
  • 9 General Insurance – 1hr
  • 10 Tax Planning – 1hr
  • 11 Assets Planning – 2hr

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