Workshop on Financial Planning and Wealth Management was held during August 20-22, 2015 at Hotel Lemon Tree, Bengaluru. The workshop was attended by Individual Financial Advisors (IFAs). There were total 28 participants.

The key objective of workshop was to convey participants about the various aspects to be considered carefully in the process of Financial Planning and Wealth Management.


The workshop also aimed at apprising the participants with the need of Financial Planning, Financial Markets and Products, Risk & Reward, Insurance products, How to answer investors queries, Evaluation of Financial Products, Regulatory Perspective, Operational Overview, Asset Allocation and Expectation from Advisors. The participants also were exposed to hands on calculations on planning for short and long term financial goal.

Session on Branding, Skill set of 21st Century and Role of Technology were also introduced for the overall training of participants.

The Methodology adopted in the workshop included: Interactive Power Point Presentation, Case Studies, Audio and Video Aids and Experience Sharing.

Mr. Sandip Ghose, Director, NISM emphasized on Networking, Self-Branding and Skills of 21st Century. The valedictory address delivered by Mr. Sahil Malik, Member of Faculty, NISM.

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