The objective of two day workshop is to equip the participants with the skills to make a comprehensive goal based financial plan in Excel so that the participant can handle different kind of client situations and offer customized solutions in a comprehensive Manner.
The workshop will be advanced in nature and will extend the scope to conducting what if analysis of the assumptions and drivers while making the financial plan and thus a planner shall be able to comprehensively test his recommendations in at least 3-4 scenarios. Advance functions like goal seek, two variable data table and scenario analysis will be covered which will help the participants for creating scenarios vis-a vis individual products.
The workshop will be hands on in nature and each participant will be expected to make his/her own financial plan under the guidance of the trainer. Participants are expected to carry laptop with Ms. Excel or Similar Spreadsheet software loaded in it In the latest version of the financial plan Financial Planning Template.
Financial Plan Construction, Developing a Template, Loan Amortization, Tax Liability Calculation Insurance Coverage and Premium Optimization, Net Worth, Charts and Graphs in Excel, Scenario Analysis, What if functions, Recording Macros, Presentation of a Financial Plan.
Target Audience: The target Audience for this program includes professionals in the area of personal finance engaged in the business of financial planning/wealth management.
Entrepreneurs: This Program is suitable for entrepreneurs who are running the Financial Advisory/Planning firm or wish to run a firm.
Corporate: Corporate working in Wealth Management/Portfolio Management/ Financial Planning Division/ Insurance & MF Advisors.
Professionals: Candidates pursuing CFP Program, CFPCM Practioners, CFAs, CAs, CS', ICWA, MBA- Finance, IFAs, Financial Planner aspirants etc.
Students Pursuing or planning to pursue CFP, CWM , CIWM , CCRA or NISM Series X "A" or X "B" Certification will find this program very useful
Anshul is an established professional in the area of Financial Planning. He has been a lead trainer with FPSB India, working in the Knowledge Management along with being Assistant Editor for Financial Planning Journal. He has been taking training sessions on Financial Planning for last 11 years and he has interacted with Financial Services intermediaries across the country. His workshops on Financial Plan Construction have been received very well by advisers and planners across the country.
Anshul is an MBA from IMT Ghaziabad and Certified Financial Planner from FPSB India . He possesses a diploma in Financial Modelling and is a student member of Institute of Actuaries of India (IAI).
Online Support: The candidates may get their queries resolved by taking an appointment with our faculty on telephone or Skype