Course Details

This is a half-day program for a batch size of 30 professionals.

 

Embark on a voyage of financial enlightenment through Debt Management and Credit training—a compass guiding you towards the shores of responsible borrowing and lending. This transformative program casts a spotlight on strategies that diminish financial risks whilst amplifying avenues for prosperity. Arm yourself with tools and wisdom to forge sagacious choices in debt management and credit utilization, sculpting a trajectory of financial stability and achievement. Participants shall delve into the intricacies of debt consolidation, credit analysis, credit scoring, debt repayment blueprints, and the vigilant realm of credit monitoring.

Learning Objectives:

  • The Prelude: An Initiation to Debt and Credit, forging a sturdy foundation. 
  • Stewards of Responsibility: Championing the realm of Responsible Borrowing and Lending through tangible examples. 
  • Navigating Debt's Maze: Strategies for Debt Consolidation and the orchestration of effective Repayment. 
  • Guardians of Credit: Vigilant Credit Monitoring and astute Management practices. 
  • The Art of Risk Assessment: A Foray into Financial Risk Evaluation. 
  • Navigating the Negotiation Table: Debt Restructuring Tactics and Negotiation Prowess. 
  • Laws and Compliance: Navigating the Legal Tapestry in Debt Management. 
  • Finely Tuned Instruments: Marrying Debt Management with the Symphony of Financial Planning.

Why should you attend?

  • Emerge armed with knowledge, skills, and strategies—empowering you to master the intricacies of debt and credit. 
  • Demystify debt management strategies, optimise credit utilisation, and harness the power of informed financial decisions. 
  • Forge a path towards enhanced financial outcomes, amplifying value both for individuals and the collective organisation.

Know your Trainer:

Amit Kukreja is a financial advisor, registered with SEBI as an Investment Adviser – Individual and with FPSB India as a Certified Financial Planner (CFPCM). He is also a Certified Financial Transitionist (CeFT®), registered with the Financial Transition Institute in Florida.

He has been a financial advisor since 2011. His previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, he was fortunate to strengthen his relationship management, advisory and consulting skills. It was in 2010 he started pursuing, his purpose of helping people create a balance of wealth and happiness.

He appears on ETNow’s The Money Show, India Tonight, Bano Apna Finance Minister, Zee Business's Money Guru & Mutual Funds Helpline , CNBC Awaaz’s Your Money, CNBC TV18’s Money Money Money show, NDTV channel’s Let’s Talk Money, Manage Your Money, The Property Show, Property India, Paisa Vasool, and Get Started in the Markets, to advise the viewers on their financial decisions.

He also does money segments on AIR FM Gold (Delhi) and RadioOne 94.3FM (Delhi).

He is also a proud member of a few associations namely
1. Association of Registered Investment Advisors (ARIA)
2. Financial Planners Guild of India (FPGI)
3. ARIA – Board of directors

Who can attend? 

Debt management and credit program extends an invitation to professionals hailing from diverse landscapes, each poised to amplify their prowess in debt management and credit utilisation, anchoring themselves in the realm of financial proficiency.

For more information on pricing and registration, contact [email protected] 

Program Structure

Debt Management and Credit is a 2 hours Instructor Led program.

Session Flow

  • Initiation into Financial Wellness: Navigating the core essence of Debt and Credit Management. 
  • A Symphony of Credit: Delving into Credit Analysis Techniques and the Grandeur of Credit Scoring Models. 
  • Navigating Debt's Landscape: Exploring Strategies for Debt Consolidation and Blueprinting Prudent Repayment. 
  • The Vigilant Guardian: Unveiling Effective Credit Monitoring and astute Management Practices. 
  • The Heart of Financial Evaluation: Mastering the Art of Risk Assessment in the realms of Debt and Credit Management. 
  • Negotiation Prowess: Equipping yourself for the realm of Debt Restructuring, armed with potent Negotiation Skills. 
  • Laws and Compliance: A Sojourn through the Legal Frameworks Governing Debt Management. 
  • Harmony in Financial Planning: Marrying the orchestration of Debt Management with the Symphony of Financial Planning.

Know Your Trainer

Get your certificate of completion

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  • DURATION 3 Hour(s)
  • LEVEL Entry Level (0-2 years), Junior Level (2-7 years), Mid Level (8-15 years), Senior Level (15+ years), CXO Level
  • FORMAT Online Instructor Led
  • CERTIFICATION Yes
  • Academy Wellness
  • Topics Financial Wellness
  • KEY LEARNING AREA Improved financial health and reduced stress
  • SKILLS Project Management
  • BEST FOR Debt management and credit program extends an invitation to professionals hailing from diverse landscapes, each poised to amplify their prowess in debt management and credit utilisation, anchoring themselves in the realm of financial proficiency.
  • TRAINER WeAce

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