Practical Financial Planning Workshop
Kickstart Your Financial Roadmap
Tired of confusing financial jargon and overwhelming advice?
Our Practical Financial Planning Workshop cuts through the noise to give you a clear, actionable understanding of personal finance. This engaging, jargon-free workshop is designed to simplify your financial world.
It’s a hands-on experience focused on goal-based financial planning, perfect for employees starting their financial journey or seasoned professionals looking to get their finances in order. This workshop provides the essential tools and knowledge to kickstart your personal finance journey.
Why a Practical Financial Planning Workshop?
Are you swamped by conflicting financial advice?
Do you need a jumpstart in personal finance?
Do you want to learn basic financial planning?
Are you looking for a workshop to boost your employees' financial well-being?
What This Service Covers
Hands-on Workshop
Learn to build a basic financial plan.
Customized for
Schools, colleges, and corporate groups.
Duration
A 3–4 hour interactive session.
Workshop Agenda:
- Introduction to the basics of financial planning
- Understanding your current financial position
- Building your financial shield: emergency funds and insurance
- Setting and achieving financial goals
- Retirement planning
- Risk profiling and asset allocation
- Understanding the time value of money
Book Your Appointment Now
What You Pay
Rs 5000 (All-Inclusive).
Disclaimer: Limited slots, T&C Apply.
Ideal For
Students, faculty, corporate employees, and associations.
Anyone who wants a jumpstart in personal finance.
Individuals who prefer a concise and interactive learning experience.