Master Class in Smart Investing


Master Class in Smart Investing

With the growing demand of Financial Planning in India and worldwide, it has become important to learn how to manage personal finances. Keeping this need into consideration, ICoFP has launched a program named “Master Class in Smart Investing”. The program imparts knowledge on how to take effective and informed money-management decisions. It would help an individual to become well informed in the domain of personal finance so that they wouldn’t have to worry about their future finances. It would also enhance individual’s personality and help gain confidence in investing.

The module will help you identify and develop a manageable plan to reach your financial goals and set yourself up for long-term success. Whether you want to pay off debt, save for retirement or cut back on living expenses, learn the tools you need to take control of your finances once and for all.

What you’ll learn

  • Introduction to Financial Planning – Goal Setting
  • Investment Opportunities (products available in the Indian Markets)
  • What are Mutual Funds and types of Mutual Funds
  • How to select best Mutual Funds
  • Impact of inflation
  • Wonders of compounding and systematic investment
  • Importance of equity in portfolio
  • Need for Life Insurance
  • Need for Medical Insurance
  • Right Asset allocation Traditional Investment Portfolio vs. Modern Investment Portfolio – (Benefits of having Financial Assets)


Learning Mode

  • Classroom/Workshop
  • E-Learning – Self-paced platform
Back to top

Quick Contact
close slider