We can design and deliver programs based on your specific requirements. While developing the content we keep in mind your business needs, the profile of participants and the market place they operate in. The case studies, the training material and the delivery are customized to suit your requirements to ensure relevance and interest for the participants. Sessions involve participant’s interactions via role plays, presentations thereby encouraging the participants to apply their learning in a simulated environment.

We are currently offering the following programs:

1. Emerging Opportunities for Independent Financial Advisors & How to Make The Most Of IT

  • Financial products distribution- the past
  • present & future
  • SWOT analysis for independent financial advisors and identifying opportunities.
  • The Financial Planning Process
  • The Customer Financial Data Analysis
  • Understanding marketing techniques and tools for enhanced revenue generation
  • Adapting technology to improve sales efficiency
  • Global trends that IFA’s must know

Program Cost: Rs.6000/- per participant plus taxes.

2. The Basics Financial Modeling

  • Introduction to Financial Research and it’s importance in Financial Modeling.
  • Preparing Income Statements.
  • Preparing Cash Flow Statements.
  • Analyzing and building revenue drivers
  • Analyzing and building cost drivers.
  • Forecasting revenue and cost drivers
  • Preparing the snap shot
  • Ratio Analysis
  • Preparing the company profile tab.

Program Cost: Rs.6 000/- per participant plus taxes.

3. Financial Planning for Insurance Advisors

  • Use of Financial Planning Process.
  • Financial Mathematics
  • Insurance as a risk management tool
  • Insurance Trends – India Vs Global Markets
  • Insurance Need Analysis
  • Understanding different Asset Classes
  • Understanding Equity Markets
  • Understanding Mutual Funds
  • Understanding Risks
  • Risk Profiling
  • Investment Planning & Building Investment Portfolio
  • Basics Of Taxation
  • Tax Planning
  • Retirement Planning
  • Wealth Building Strategies
  • How to become a successful & trusted Financial Planner

Program Cost: Rs.7500/- per participant plus taxes.

4. Financial Planning & Wealth Management for Relationship Managers

  • Use of Financial Planning Process
  • Life Stage Analysis
  • Financial Mathematics
  • Understanding Net worth
  • Cash Flow Management
  • Risk Analysis & Management
  • Insurance Trends & Products
  • Portfolio Analysis
  • Liability Management
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Client Relationship Management


Program Cost: Rs.7500/- per participant plus taxes.

5.Basics of Financial Planning

  • Data Gathering
  • Understanding Net worth
  • Setting Financial Goals
  • Personal Budgeting
  • Investment Basics
  • Protecting Net Worth
  • Retirement Planning
  • The Investment Triangle
  • The Investment Strategies
  • The Personal Taxation
  • Developing Financial Plan


Program Cost: Rs.7500/- per participant plus taxes.

6.Performance Measurement and Attribution Analysis for Financial Planners and Relationship Managers

  • Performance Measurement Fundamentals
  • Measuring Returns earned by portfolios
  • Money-Weighted Return
  • Time-Weighted Return
  • Multi period Return
  • Adjusting Returns for Impact of Fees and Taxes
  • Measuring Relative Return
  • Practice Problems on Excel
  • Risk Analysis
  • Absolute Risk
  • Relative Risk
  • Measuring Risk and Return Efficiency
  • Absolute Risk – Adjusted Return
  • Downside and Relative Risk- Adjusted Return
  • Attribution Analysis
  • Performance Attribution
  • Currency and Derivative Impact on Portfolio Performance
  • Contribution Analysis
  • Attribution and Management Decision Making
  • AIMR and GIPS

Program Cost: Rs.7000/- per participant plus taxes.

7. Report Writing

  • Fundamentals of Report Writing – theory & application
  • Making a Business Proposal – theory & application
  • Drafting Email & Email Etiquettes – theory & application
  • Writing Financial Reports – theory & application

Program Cost: Rs.10000/- per participant plus taxes.

8. Retail Store Operations

  • 6 S Framework in Retailing
  • Workflow Management
  • ABP-Target Managemen
  • Sales Management
  • Store Opening/Closing process
  • Merchandise placement
  • Trail room/Alteration/Reservation/Home delivery processes
  • Cash management
  • Material movement
  • Stock take
  • Profitability and Pricing
  • Scheme Management
  • Productivity and Efficiency
  • Control Tools
  • Retail Audit
  • Introspection/Probing skills- Activity

Program Cost: Rs.10000/- per participant plus taxes.

Duration

Typical duration of all programs is 2-4 days. However, the program duration can be altered based on your requirements.

Delivery

All sessions are interactive and case – study based. The programs enable participants to apply what they learn in the classroom to the challenges they face on the job. Most programs end with an Exit Test to assess knowledge gains.