Financial Planning Workshop

Who We Are FinX Institute Logo

Who We Are

FinX Institute Pvt. Ltd. (formerly BSE Institute) is one of India's leading BFSI skilling institutions with over 30 years of legacy in financial education. Working at the intersection of academia and industry, FinX delivers structured, industry-oriented programs designed to bridge the gap between classroom learning and real-world financial markets.

The Institute provides learners with immersive exposure to capital markets, investment ecosystems, and industry-led learning experiences, connecting classroom knowledge with the realities of the financial services industry.

Industry-relevant skills Practical real-world exposure Career support

Program Overview

Everything You Need To Know

Investment Basics | Financial Planning | Portfolio Construction

Financial Planning

Take charge of your finances and align your money with your short-term and long-term financial goals.

Financial Independence

Explore the journey from active income dependence to building financial security and achieving long-term financial freedom.

Goal-Based Investing

Develop investment strategies that support life goals such as retirement, education, wealth creation, and lifestyle aspirations.

Wealth Preservation & Protection

Examine the role of insurance, tax planning, risk management, and estate planning in safeguarding wealth.

Practical Financial Decision-Making

Apply financial concepts through real-world case studies, planning tools, calculators, and portfolio analysis exercises.

Wealth Accumulation, Preservation & Distribution

Master the complete lifecycle of financial planning from building wealth to protecting and eventually distributing it effectively.

Available Cohorts

Workshop Batch Date

Why This Program

6 Reasons to Join

01

Build a Financial Plan Tailored to Your Life Goals

Learn how to convert aspirations such as home ownership, children's education, retirement, and wealth creation into a structured financial roadmap with measurable milestones.

02

Learn to Make Independent Investment Decisions

Develop the confidence to evaluate financial products objectively and make informed decisions based on your goals, risk appetite, and investment horizon.

03

Understand How Different Asset Classes Work Together

Explore the role of equity, debt, mutual funds, insurance, and alternative investments in building a balanced portfolio designed to manage risk and generate long-term returns.

04

Construct a Portfolio That Matches Your Risk Profile

Move beyond generic investment advice and learn practical portfolio construction techniques, asset allocation strategies, and portfolio rebalancing methods used by wealth management professionals.

05

Master Wealth Protection & Risk Management

Understand insurance planning, tax-efficient investing, debt management, retirement planning, and estate planning to help safeguard and preserve your wealth over time.

06

Apply Learning Through Practical Tools & Real-Life Scenarios

Work with financial planning templates, calculators, portfolio frameworks, and case studies that enable you to immediately apply concepts to your own financial situation.

Curriculum

Four Modules. One Complete Plan.

A progressive learning journey from self-assessment to full portfolio construction, taught through live activities, not passive lectures.

Financial Planning Process : Balancing safety and growth through life stages
Goal-Based Investing : Saving for specific goals vs. buying financial products randomly
Personal Finance Analysis : Checking your financial health and tracking cash flows
Risk Assessment & Suitability : Self-risk assessment and decoding behaviours and mindsets

Activity: Know your risk appetite · Convert your dreams into achievable goals

Asset Classes : How diverse asset classes balance risk and returns
Equity, Debt & Mutual Funds : Suitable products aligned to your goals
Insurance : What risk to cover and how much to cover
Alternatives : The role of non-traditional products in your portfolio

Activity: Asset class mapping Aligned to your goals and risk-return expectations

Equity Investing & Analysis : Navigating short-term volatility, long-term wealth, and screening parameters
Debt Market Instruments : Understanding that not all debt is risk-free and guaranteed
Mutual Fund Evaluation : Comparing active vs. passive strategies and choosing suitable MF schemes

Activity: Portfolio analysis & fund selection case study

Portfolio Construction : Asset allocation and rebalancing strategies for short and long-term goals
Tax-Efficient Investing : Strategies to optimize tax impact on investment returns
Retirement & Estate Planning : Achieving financial independence and leaving wealth for the next generation
Leverage & Risk Management : Managing your loans and liabilities

Activity: Build asset allocation pyramid and model portfolio

Program Director - Rajendra Kalur

Ex-Board Member, CFA Society of India.

Rajendra Kalur is an Independent Consultant and Financial Educator with over 25 years of experience across Asset Management, Investment Banking, Wealth Management, and Insurance. His expertise spans fixed income markets, macroeconomics, behavioural investing, leadership, strategy, and wealth management.

He has held senior leadership positions at organizations including DSP Merrill Lynch, ICICI Prudential AMC, ABN AMRO, RBS, and Trust Group, and was the Founder Director & CEO of TrustPlutus, a boutique wealth management firm. Rajendra retired from the Board of CFA Society India in 2024 and currently serves on the Board of Multi-Act Trade & Investments Ltd. He has also contributed to capital market policy discussions as the only Indian member of the Global Capital Markets Policy Committee established by the CFA Institute.

A Chartered Financial Analyst (CFA), Rajendra holds an MBA from Cranfield School of Management, UK, and is widely recognized for his contributions to financial education, policy advocacy, and investor awareness.

Fees & Inclusions

What's Included

₹17,700

Inclusive of GST

Study Material
Practical Templates & Calculators
Portfolio Construction Frameworks
Case Studies & Simulations
Industry Expert Faculty
Completion Certificate
3-months Access to Workshop Resources
Tea/Coffee, Lunch & Refreshments (Classroom Sessions)

Exclusions: Travel, Boarding & Lodging

Register

Eligibility & How to Apply

Who Can Apply

Business owners and entrepreneurs seeking better wealth management strategies.
Investors looking to make informed financial and investment decisions.
Family business successors preparing to manage wealth and long-term financial responsibilities.
Homemakers interested in investing and growing their savings.
Professionals working towards financial security and independence.

How to Apply

1

Register

Create Your Account

Fill in your basic details like name, email, and mobile number to get started.

2

Verify

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Enter the 4-digit OTP sent to your mobile to verify your identity.

3

Payment

Secure Your Spot

Make the online payment to confirm your registration for the workshop.

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Frequently Asked Questions

Quick answers to help you plan your workshop enrollment.

The classroom workshop is currently conducted in Mumbai, Delhi, Kolkata, and Bangalore. Participants from across India can attend the self-paced learning components and access all workshop resources.

No. The workshop is designed for both beginners and individuals with some investment experience. Concepts are explained in a practical, easy-to-understand manner, allowing participants to apply what they learn directly to their own financial situations.

Participants who complete the workshop will receive a Completion Certificate from FinX Institute (formerly BSE Institute).

For those looking to build professional expertise and earn a specialized credential in financial planning, FinX Institute also offers the Accredited Wealth Planner (AWP) Program. The AWP is an advanced certification program that explores financial planning, portfolio construction, risk management, retirement planning, and wealth management in significantly greater depth.

This workshop requires a basic knowledge of one's own finances. However, financial planning is most effective and progressive when started early. Whether you are beginning your career or already established professionally, the workshop helps you build a structured approach to goal-setting, investing, wealth creation, and long-term financial security.

Yes. Through practical exercises, calculators, templates, and case studies, participants learn to assess their financial position, define goals, evaluate risks, and create a personalized financial planning framework they can implement immediately.

Yes, arguably even more so. Understanding financial planning principles enables you to have more informed discussions with your advisor, evaluate recommendations objectively, and ensure your portfolio is aligned with your long-term goals and risk tolerance.

No prior preparation is required. However, having a general understanding of your income, expenses, existing investments, liabilities, and financial goals can help you derive greater value from the practical exercises and planning activities.

Unlike product-focused seminars, this workshop focuses on financial planning fundamentals, goal-based investing, portfolio construction, risk management, and wealth-building strategies. The emphasis is on helping you make informed financial decisions rather than promoting specific products.

Yes. Corporations and organizations can nominate individual employees or groups to participate in the workshop. Bulk nominations can be accommodated, subject to seat availability. For group registrations, customized batches, or corporate learning requirements, please contact the FinX Institute team for further details.

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Financial Planning Workshop