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Course Details

Learning Outcomes:

  • How to make money work hard for you and create good returns
  • How to manage financial risks and protect your family
  • Diversify and maximize your wealth by investing in the right investment options

About the trainer

‚ÄčK S Rao is the Head Investor Education and Distribution Development at Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited). 

He has taken Financial Literacy and Investor Education as a mission to reach out to various demographic segments across geographies with innovative ideas to inculcate savings into a habit. He has led over 2000 outreach programs under the aegis of 'Jaanoge Tabhi Toh Maanoge' reaching out to a few lakhs of investors. He has partnered with several educational institutions, universities, and media houses, and has also been instrumental in developing innovative modules such as 'My First Paycheck', 'Money Lab', and 'Samriddhi' to name a few.

Reviews:

"Good insight into the various modes of investment. The trainer is very knowledgeable. I got plenty of insights on how to plan your investments. I"  - Priya Bala, Executive

"The trainer takes a step-by-step approach to invest during different life stages. Very informative and a good starting point. I now know the right questions to ask my wealth manager" -  Snehal Jain, mid-career professional

Video Links:

Savings for happy second innings: https://youtu.be/VokMFNLGKJY

Who can do this course?

Anyone. No prior finance degree is needed.

Program Structure

This 60 minute masterclass guides you when and where to invest your money and how it will secure your finances for your various needs. It gives you access to an investment coach who advises you to spread your investments across various products, to secure against financial risks, and also ensure a steady income.

Session Flow:

  • Introduction to the Speaker
  • Understanding the importance of financial independence
  • Learning when and where to invest to grow
  • Decoding the Circle of Wealth how it sources from salary income and investments
  • Setting financial goals, and how to achieve them
  • Q & A

Know Your Trainer

Get your certificate of completion

weace-sample-certificate
  • DURATION 45 Minute(s)
  • LEVEL Entry Level (0-2 years), Junior Level (2-7 years), Mid Level (8-15 years)
  • FORMAT Online Self Paced
  • CERTIFICATION Yes
  • Academy Business & Technical
  • Topics Financial Acumen
  • KEY LEARNING AREA Financial Planning, Wealth management, Investments
  • SKILLS FINANCIAL ACCOUNTING, Prioritization, Financial Savviness
  • BEST FOR Early to Senior Career Professionals
  • TRAINER WeAce

Customer Love

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