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.

Topics covered were: Need of Financial Planning, Financial Markets and Products, Risk & Reward, Insurance products, How to answer investors queries, , Evaluation of Financial Products, Role of Digital Market, Regulatory Perspective, Operational Overview, Asset Allocation and Expectation from Advisors.

The workshop was organised in association of Financial Intermediaries Association of India (FIAI) and was attended by Individual Financial Advisors (IFAs) and Employees of national Distributors viz: Aditya Birla, Standard Chartered Bank, Axis Bank, J M Financial, Karvy and Bajaj capital.