“A Rupee saved is a Rupee earned”, this is old saying a new modified version of this saying is as “A Rupee
saved and well invested earns you a lot of Rupees” and this is only possible thru proper Financial Planning.
There are three ways of earning money: first, you earn a salary by rendering service to your employer; second,
you earn a profit from your own business; and third, you invest and manage the surplus money and let it grow
or give you an income.
Benefits of learning Financial Planning:
1. Understand how to evaluate different products, their suitability and how the recommendation of the same
can impact investment risks, returns and strategies in a personal finance environment for investors and
prospective investors in the market.
2. Get oriented to the Income tax, Wealth tax and legalities of Estate planning in personal finance, and
regulatory aspects underlying advisory.
3. Get acquainted with financial planning as an approach to investing, insurance, retirement planning and an
aid for advisors to develop long term relationships with their clients.
4. Know the basics of financial advisory, steps in the advisory process, making and implementation of financial
plan.
5. Enhanced career and employment opportunities with Financial Services companies. Your Services are
sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.
6. More revenue streams by increasing your product and service offering to our clients.
7. Your Credentials demonstrate trust among the financial consumers.
Dr.Girish Aswani, DBA, who is NLP certified Coach and Trainer from NFNLP, USA, and is a practicing NLP coach,
Dr. Girish Aswani, DBA, is a Qualified Professional, Trainer, Motivational & Public Speaker who holds a strong
& rich track record of 10+ years, executing functions with various corporate, and 3000+ hours of training hours
experience. He is a Certified Financial Planner and has pursued Doctorate in Business Administration & MBA in
Finance. Also has been a visiting faculty with a number of B-schools and has conducted various Financial
Planning related trainings & lectures.
Eligibility
Duration
Day
Timing
Venue
Fees
:
:
:
:
:
Adults
8 Weeks
Saturdays
10.00 am to 2.00 pm
Narsee Monjee Center for Excellence
Jamnabai Narsee School
Narsee Monjee Bhavan,
N. S Road No 7, J.V.P.D Scheme.
Vile Parle (West) Mumbai - 49
: Rs 25000/-
Commencing on Saturday, October 6th, 2012.