Financial Fitness Challenge

Financial Fitness Challenge

  • Transform Your Finances & Secure Your Future!

Created by Sourabh Jain , Dhananjay Banthia

  • Hindi , English

About the course

Financial Fitness Challenge
Tenure: 4 Weeks
Start Date: 15th June 2024
Timings: Saturday, 10:30 am - 12:00 pm
Duration: 90 mins + Q&A Session 
1 Online/Offline Session/ Week

Challenge Break Down

Week 1: Basics of Financial Planning

Master the fundamentals of financial planning.

Topics Covered-

  • What, Why and How to Make Your Financial Plan
  • Basics of Financial Planning
  • Key Financial Concepts ( Power of Compounding, Goal Setting, Life Style Inflation, etc. )
  • Financial Products (FDs, RD’s, PPF, RBI Bonds, Mutual Funds, Stocks, etc.)
  • Insurance Planning
  • Preparation of Customised Financial Plan & Monitoring Investments

Week 2: Tax Planning

Maximize your tax efficiency: Navigate the new tax regime like a pro.

Topics Covered-

  • Decoding your Salary Slip: Breakdown of components and tax implications.
  • New vs Old Tax Regime: Comparative analysis and choosing the right one.
  • Effective Tax Savings 
    • Tax-saving investments (Section 80C, 80D, etc.)
    • Taxability of investment products (mutual funds, FDs, bonds)
    • Maximizing deductions and exemptions


Week 3: Wealth Creation through Effective Asset Allocation 

Master asset allocation for financial growth and stability.

Topics Covered-

  • Art of Asset Allocation & Portfolio Rebalancing - Relevance of Asset Allocation
  • Investment Avenues & Effective Asset Allocation through Diversification
  • How to Create a Portfolio & Portfolio Rebalancing
  •  

Week 4: Behavior Finance and Stock Selection

Navigate markets with confidence and avoid common pitfalls

Topics Covered:

  • Common mistakes to avoid while Investing and during Market Correction
  • Equity Safety Net: Navigating Risk in Markets.
  • Fear of Further Market Corrections.
  • Herd Mentality: Resisting Emotional Investment Trends.
  • Knowing vs. Doing: Bridging the Gap in Investment Practice.
     

FAQ

  • What does the 4-week financial literacy course cover?
The course covers essential topics such as budgeting, saving, investing, tax planning, wealth creation, behavioral finance, and stock selection.
  • Who is this course designed for?
This course is designed for anyone looking to improve their financial literacy, from beginners to those with some knowledge seeking to refine their skills.
  • Do I need any prior financial knowledge to enroll?
No, the course is suitable for individuals of all levels, from beginners to those with some financial background.
  • How long is the course, and can I set my own pace?
The course is 4 weeks long, with one session per week. You can set your own pace and access the course materials at your convenience.
  • How often are the live Q&A sessions held?
Live Q&A sessions are held once a week, immediately following the weekly session.
  • Are there live classes or is it all online?
The course primarily consists of online sessions, we do not currently hold offline classes.
  • Do I have lifetime access to recorded sessions of the course?
Yes, you will have lifetime access to recorded sessions, allowing you to revisit the material whenever needed.
  • What kind of support will I receive during the course?
You will receive personalized support from our expert instructors, including on-call assistance and guidance throughout the duration of the course.
  • Will I receive any materials or tools to assist with my learning?
Yes, you will receive exclusive tools and calculators, along with downloadable resources and interactive exercises to enhance your learning experience.
  • What sets the Financial Fitness Challenge apart from other financial literacy programs?
Our comprehensive approach to financial literacy sets the Financial Fitness Challenge apart, combining expert instruction, interactive learning experiences, and practical tools to empower participants to take control of their financial future.

What do we offer

Extensive CFP Network

We have a team of 125 Certified Financial Planners across India, ensuring you receive expert guidance tailored to your needs.

Engagement Tools

Stay informed with our comprehensive suite of resources, including newsletters, book reviews, videos, gamification, and score assessments.

Personalised Support

Benefit from on-call support with our experienced financial planner, with over 12 years in corporate and wealth management

Corporate Experience

We have served over 50 corporates across India, bringing a wealth of knowledge and expertise to our clients.

Advanced Planning Tools

Utilize our standard financial planning tool and app for effective planning and monitoring of your financial goals.

Industry Trust

Gain access to valuable insights from our experience with renowned industry leaders, enhancing your financial decision-making

Reviews

Enroll Now