Financial Planning and Budgeting

Learn the techniques of goal-based financial planning that cater to well-defined short-term and long-term goals.

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

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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