Open workshop on Wealth Management STAY RICH AND GET RICH | Programs
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Open workshop on Wealth Management STAY RICH AND GET RICH

1 year ago

If one good decision towards gaining knowledge can help you through the struggles of life, then prefer to take it as opportunities do not come everyday.

So here is an opportunity to attend one day exploring Workshop on Wealth Management and learn how to get the best out of your wealth.

OVERVIEW

Get a jump-start in financial literacy and discover the secrets to creating and sustaining wealth. Learn all about financial instruments, the importance of diversity in a portfolio, and how to create a portfolio for customised needs. Demystify seemingly complex concepts and be on your way to becoming a successful wealth manager.

INDUSTRIAL RELEVANCE

Financial literacy is an often overlooked skill that not many consider worth the time and effort to acquire. The ones who do, find it indispensable in their lives. From investing in various asset classes to how to make a balanced portfolio, how to insure one's family & assets properly, how to manage contingencies, how to manage debt, effective execution of plans; a solid understanding of basic concepts goes a long way in successful management of personal finances and rendering of services as a wealth manager to clients. Try this course to explore a career from being an investment advisor to a banker.

PROJECTS

Wealth Management Advisory

As a wealth manager, provide the best possible portfolio advice to the following individuals

1. Corporate Professional, who, has become a privileged customer with a private bank and has invested in life insurance, mutual funds along with stocks and fixed deposits.

2. Retiree, who, thinks that fixed deposits, senior citizen certificates and mutual funds are the only practical avenues of investment.

TOPICS COVERED

1. Learn About Consumer Psyche

Make personal cash flows, estimate personal net worth, conduct ratio analysis and use calculators to find out your financial fitness. Understand psychological aspects, shed light on financial indiscipline and discover how to get rich and stay rich.

2. Planning for the Future

Estimate future needs, expected future incomes and match them with planned/unplanned expenses.

3. Learn about Various Markets

Get clarity on different investment vehicles like equities, mutual funds and other various savings plans and then go on to match actual requirement with the right products of right tenure.

4. Evaluate Opportunity Costs

Estimating on an average the costs one pays to invest and the tax structure. Understanding what to do with current investments and how to proceed in future.

5. Portfolio Development and Risk Management

Portfolio development and revision, understanding the risks, understanding insurance and awareness about good and bad selling practices existing in the market.

SCHEDULE

Day 1 

9:30 am - Assemble
10:00 am - Workshop Starts
1:00 pm - Lunch
5:00 pm - Workshop Ends

KEY FEATURES

Certificate
Hands-On Learning
Mentorship

WHAT YOU GET

Meals
Guided Tour

FAQ

Q. Do I need to carry anything?
A. Yes. Please carry a laptop and your ID card.

Q. What is the cancellation/refund policy?
A. There will be no refund on cancellation or no-show at the event.

Q. Is there a dress code?
A. Please wear comfortable semi-formals.

Kindly mail at operations@bizwizlearning.com

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TESTIMONIAL

LMI course made me understand how I am wasting and usin... Read More

DR. RAJAN R. SHIRSAT
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LMI course made me understand how I am wasting and using my available 1440 mins of time each day. Now I make planning of my time and concentrate on 20% work/activities which gives me 80% of the day's result. Written plan helps me to identify conflicts between various priorities and eliminate damaging frustration.

DR. RAJAN R. SHIRSAT
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