Financial Planning Short-term & Long-term Goals
Are you doubtful if you will be able to meet your financial goals? Do you feel financially insecure? Are you looking for guidance on money matters?
Course Description
Financial planning is a complex strategy that includes both short-term & long-term goals, customised to the individual’s financial situation. While short-term financial planning focuses on addressing immediate financial needs, long-term financial planning focuses on securing one’s financial future, allowing one to enjoy a comfortable lifestyle in the years to come. It is essential to have goal-based financial planning and a blueprint to achieve them while adapting to changing circumstances. This session dwells on the goal-based financial planning process for a financially secure future.
Most Suitable For
Everyone who is looking to work on their financial wellbeing.
Key Learning Outcomes
- Ability to define realistic financial goals for different horizons
- Ability to define the investment needs by following goal-based investment planning
- Ability to balance short-term, mid-term and long-term financial goals
- Enhanced understanding of different asset classes and investment strategies
- Skill to validate the perceptions with data on different investment instruments
Coverage
- Changing social and financial landscape
- General excuses for inadequate investments
- Understanding goal-based planning
- Financial security for self & family
- Short-term, mid-term & long-term goals
- Defining your goals
- Breaking myths with facts
- Cost of delay
- Asset classes and products
- Goal-based planning process
Andragogy
- Self-reflections & assessment, individual & group exercises, role plays, quizzes, chat, videos, App based activities, Q&A. (Need based pre & post program assessment )
Offerings
- F2F, Live Virtual Class & Webinar mode
- X’CEL approach for highly experiential, contextualised to the client’s business context for learner delight
- Optional Customization - Duration of Programs
- Training needs analysis prior to design and delivery for maximum program value & impact
- Pick & choose from a ready list or we can create one for you
- Facilitators with 15+ yrs. experience with deep subject knowledge & specialization
What Participants Say
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