Workshop on Financial Planning and Wealth Management

Workshop on Financial Planning and Wealth Management was held during May 07-09, 2015 at NISM Bhavan, Vashi, Navi Mumbai. The workshop was attended by Individual Financial Advisors (IFAs) and National Distributors.

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.

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