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Workshop

Financial Planning Workshop

Manage Your Wealth | A Hands-On Workshop

Earn
Manage
Grow
Protect
₹15,000 Excl. GST
2 Days Classroom
20 Hours Self-Paced
4 Modules Curriculum
Enroll Now
About Who & What Modules Format Fee Register FAQ
What is Manage Your Wealth?

How to Manage Your Wealth?

Most people earn money. Very few know how to Manage, Grow, and Protect it effectively. This workshop changes that. A practical, calculation-driven, execution-oriented workshop designed to help you take complete control of your financial life. This is not about selling products, it's about empowering YOU to build, manage, and optimize YOUR own financial plan with confidence.

Who Should Enroll

  • Mid- to Senior Professionals
  • Ambitious Business Owners
  • Motivated Learners
Enroll Now

What You Will Learn

  • SMART Financial Goals
  • Beat Inflation & Eliminate Debt
  • Independent Decision-Making
  • Market Risk Navigation
  • Tax-Efficient & Retirement-Ready Portfolio
Enroll Now
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
Learning Format

Classroom Intensity, Self-Paced Flexibility

A blended learning design that respects your schedule while ensuring genuine depth.

2
Days Classroom

Full-day in-person Saturday & Sunday sessions immersive and practical.

2
Live Online Sessions

Interactive follow-up sessions to reinforce and deepen your learning.

20
Hours Self-Paced

Access recordings, calculators, and templates anytime at your own pace.

Investment

Workshop Fee & Inclusions

₹15,000
Inclusive of GST
  • Study Material & Practical Toolkits
  • Case Studies & Portfolio Simulations
  • Tea, Coffee, Snacks & Lunch on Classroom Days
  • Industry-Leading Fund Manager / CIO Faculty
  • Completion Certificate from FinX Institute (formerly BSE Institute)
  • Lifetime Access to Workshop Materials

Exclusions: Travel, Boarding & Lodging

Frequently Asked Questions

Quick answers to help you plan your workshop enrollment.

The classroom workshop is currently conducted in Mumbai, Delhi, Kolkata, and Bangalore. The two live online sessions are accessible from anywhere in India.

The classroom sessions are held over a Saturday and Sunday (full-day format). Exact dates and venue details are shared upon confirmation of enrolment for your chosen city and batch.

Yes. Module 3 is dedicated to equity analysis, debt instruments, and mutual fund evaluation, including how to compare active vs. passive strategies and use real analysis platforms to screen and shortlist schemes suited to your goals.

Absolutely. Retirement planning is most powerful when started early. The workshop covers how to calculate your retirement corpus, how to structure a portfolio for financial independence, and how to think about estate planning relevant at any career stage.

Yes. All participants who complete the workshop receive a Financial Planning Certification from FinX Institute (formerly BSE Institute) a recognized institution with strong credibility in India's financial education landscape.

Yes, arguably even more so. Understanding financial planning fundamentals allows you to have more informed conversations with your advisor, validate the recommendations you receive, and ensure your portfolio is truly aligned to your goals rather than just what is convenient to sell.

The workshop is most impactful for mid- to senior-career professionals and business owners, as the content assumes you have income to manage and invest. That said, students and early-career individuals who want to build a strong foundation early will find significant value, especially in the financial planning and goal-setting modules.

No specific preparation is needed. It helps to have a rough idea of your income, monthly expenses, existing investments, and financial goals. But even if you do not, the workshop activities will guide you through building that clarity from scratch.

Ready to Take Control of Your Financial Future?

Seats are limited. Join professionals across Mumbai, Delhi, Kolkata & Bangalore.

Enroll Now - ₹15,000
Register Now