Education Modules Pdf Version

Dibase

Centro

Lykeio

Empeiros

the Basic Module

The Intermediate Module

The Senior Module

The veteran module

This module is designed for Professionals with work experience of lesser than 2 years or earning income of less than 1.5 Lakhs Per Annum

This module is designed for Professionals with work experience between 2 to 5 Years or earning income between 1.5 Lakhs to 5 Lakhs Per Annum

This module is designed for Professionals with work experience between 5 to 10 years or income between 5 to 10 lakhs Per Annum

This module is designed for Professionals with work experience above 10 years or income above 10 Lakhs Per Annum

This module will give the participants a thorough understanding of fundamentals of money management and methods to create wealth. The topics to be covered will emphasize on three aspects – Save-Invest-Protect.

This module will give the participants a stepping stone to move into higher levels of investments and wealth creation. There will also be higher focus on Income tax.

The module will give the participants an in-depth view of higher levels of tax-planning as well as Portfolio management.

This is a sophisticated module for high net worth individuals, with special emphasis on advanced options in wealth creation. This module will emphasize on advanced investments and have a focused session on hedging tools

1. Fundamentals of Financial Planning Workbook

1. Fundamentals of Financial Planning Workbook

1. Fundamentals of Financial Planning Workbook

1. Fundamentals of Financial Planning Workbook

2. Basics of Personal Finance Handbook worth INR 250/-

2. Basics of Personal Finance Handbook worth INR 250/-

2. Basics of Personal Finance Handbook worth INR 250/-

2. Basics of Personal Finance Handbook worth INR 250/-

3. Certificate.

3. Certificate.

3. Certificate.

3. Futures & Options workbook

4. Free subscription to newsletter TONIC (Topics of Need Interest and Concern) for 6 months.

4. Free subscription to newsletter TONIC (Topics of Need Interest and Concern) for 12 months.

4. Free Financial Health Check-up

4. Free subscription to newsletter TONIC for 6 months.

Module Details

For Whom

Deliverables

Take away

a.

Financial Goals

a.

Financial Goals

a.

Financial Goals

a.

Financial Goals

b.

Converting Financial Goals to Numbers

b.

Converting Financial Goals to Numbers

b.

Converting Financial Goals to Numbers

b.

Converting Financial Goals to Numbers

c.

Goal Based Investing

c.

Goal Based Investing

c.

Goal Based Investing

c.

Goal Based Investing

i.

Content

Milestone Planning

i. Milestone Planning

i. Milestone Planning

i. Milestone Planning

ii. Retirement Planning

ii. Retirement Planning

ii. Retirement Planning

ii. Retirement Planning

iii. Insurance Planning

iii. Insurance Planning

iii. Insurance Planning

d.

Financial Tools

d.

Financial Tools

e. f.

Debt Reduction

e.

Wealth Creation

f.

g.

iii. Insurance Planning

d.

Financial Tools

d.

Financial Tools

Debt Reduction

e.

Debt Reduction

e.

Debt Reduction

Tax Planning

f.

Tax Planning

f.

Tax Planning

i.

Tax Workings

i.

Tax Workings

i.

Tax Workings

ii.

Financial Investments

ii.

Financial Investments

ii.

Financial Investments

iii.

Housing Loan – Is it for me?

iii.

Housing Loan – Is it for me?

iii.

Housing Loan – Is it for me?

Wealth Creation

iv. Advanced Options g.

Wealth Creation

iv. Advanced Options g.

Wealth Creation i.

Standard Options

ii.

Advanced Options

iii.

Exotic Options