OBJECTIVE

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.

PEDAGOGY

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.

HIGHLIGHTS:

• Well accepted and appreciated workshop -attended by more than 200 financial planners across 15 cities in the country.
• Enables the participant to create a new Financial Plan themselves from the scratch ( blank Excel Sheet).
• Self Help User manual and Video instructions available for the post workshop Support.
• Learn to Create Detailed Amortization Schedule, EMI calculator, Step Up SIP Calculator, What-if Scenarios.
• Advance Excel Functions like Macros, Data Tables, Goal Seek etc for advance analyses.
• Generate the Financial Plan PDF in Easy and attractive presentation format.
• Learn Advance Formatting Tips and Short Cuts in Excel.
• Learn to Make Charts and Graphs in addition to the calculation for every financial goal.

MAJOR CONCEPTS COVERED

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.

WHO SHOULD ATTEND?:

• Entrepreneurs: This workshop is suitable for entrepreneurs who are running the Financial Advisory/Planning firm or wish to run a firm.
• Advisers : Financial Advisers who intend to register as Registered Investment Advisors (RIA) with SEBI and take X "A", X"B" Examination.
• 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: Students Pursuing or planning to pursue CFP, CWM , CIWM, CCRA or NISM Series X "A" or X "B" Certification will find this workshop very useful.

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