Programme on

Practical Concepts of
Financial Planning

[Batch-IX]

 

Specially designed for
Working Professionals and Businessmen
6 days Programme Monday to Saturday, Sept. 6 to 11, 2010
8.00 to 9.30 a.m.

 

at Torrent-AMA Management Centre • Core-AMA Management House
ATIRA Campus, Dr. Vikram Sarabhai Marg, Ahmedabad 380 015

 

 

CONTENTS :1. Orientation, Brain Storming, 1-2 excercises, concept of investments and savings, inflation, options
2. Sensex, mutual funds, India growth story, statistics, financial planning terms, basics of financial planning
3. Individual financial planning along with examples
4. Corporate and other types of financial planning, insurance planning, tax planning
5. Portfolio makeover, pitfalls, financial planning excercise, do’s and don’Ts
6. Review - case, discussion.

 

Facutly : Mr. Madhur Todi,Mr. Madhur Todi, Financial Planner & Investment consultant.

 

Fee : Rs.825/- per participant Inclusive of Service Tax. (Concession for members 10%,
patron members 20%). Fee includes course fee, cost of reading material
and refreshment.