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IMS Proschool Launches A Workshop on 'Financial Planning: Process & Implementation' - The program envisages the steps in Financial planning process, the advisory approach towards client's Financial goals and the integration of the domain knowledge with practical applications by way of case study based approach
IMS Proschool Launches A Workshop on 'Financial Planning: Process & Implementation'

 

NewswireToday - /newswire/ - Mumbai, India, 2010/06/28 - The program envisages the steps in Financial planning process, the advisory approach towards client's Financial goals and the integration of the domain knowledge with practical applications by way of case study based approach.

   
 
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IMS Proschool launches a 3 day workshop on Financial Planning for Branch Managers, Fee Based Financial Planners, Wealth Managers, CFP's , Relationship Managers- Investment services. The program envisages the steps in Financial planning process, the advisory approach towards client's Financial goals and the integration of the domain knowledge with practical applications by way of case study based approach.

This would enable professionals from the Financial services sector in understanding Financial Planning process & the approach towards financial plan construction thus increasing capabilities to appreciate the client's side of financial goals and construct a plan accordingly. The workshop will be conducted by CFPCM certificant from IMS Proschool who have trained more than 2000 participants and enable them with Financial Planning approach while handling their professional assignment, said Mr. Sanjay Chaudhary, CEO IMS Proschool, on the ocassion.

Financial Planning Platform viewed with strategic perspective at the corporate level would help organizations build capabilities , deliver consistent and quality advice to enhance and retain relationships culminating into increased confidence of the employee and more profit to the organization.

The details of the Financial Plan Construction Workshop are as follows:

• Duration: 3 Days
• Level: Branch Managers, Fee Based Financial Planners, Wealth Managers, CFP's , Relationship Managers- Investment services
• Prerequisite: At least 2 years Financial Products Selling experience
• Fee: Rs 9000/- + taxes

The content of the course has been well planned with the help of industry experts, said Mr. Chaudhary. Topics like Comprehensive Hands on practice sessions on principles of Time Value of Money; Detailed Personal Financial Analysis of Client data; Constructing Personal Income, Expenses, Cash flow Statements in Spreadsheets; Evaluating Risks and Calculating insurance requirement; Forward / backward calculations through excel for corpus building estimates; Build Cash Flow Statement & Emergency fund , determine client's net worth; Diversification through asset allocation and portfolio structuring as per client's risk profile; Preparing IT Returns and identifying opportunities for reducing tax incidences and the Preparation of Comprehensive Financial PlanLearning.

At end of the workshop participants will be able to: Prepare a comprehensive financial plan for their clients; Identify gaps in Insurance for clients; Create a Asset Allocation Strategy; Opportunities for Saving Taxes for clients; Enhance Cross Selling opportunities for Institution; Build Trust with Clients by building capability to provide objective guidance; Make a plan which would be encompass clients short and long term financial goals and finally Present the plan to client through a report writing.

The workshop will be conducted at:
IMS Proschool Pvt Ltd
Maharashtra High School Complex
Principal N.M. Kale Marg,
Gokhale Road (S), Dadar(W)
Mumbai - 400028

Dates: 8, 9, & 10th July 2010

Contact: Mr. Sachin Bhavsar (9823181211), E: sachin.bhavsar[.]imsindia.com.

 
 
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Written by / Agency / Source: IMS Proschool (P) Ltd

 
 

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IMS Proschool Launches A Workshop on 'Financial Planning: Process & Implementation'

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