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

The Financial Wellness Emergency Funds and Insurance program extends an inviting hand, ushering you into the realm of financial stability and risk mitigation. Through immersive discussions and hands-on exercises, participants shall unravel the art of calculating, establishing, and nurturing emergency funds, while simultaneously delving into the world of insurance selection and management. This transformative training serves as an essential compass for those seeking to fortify their financial security, warding off the unforeseen with sagacity. 

The voyage will chart courses through risk assessment, claims management, and the pivotal role of insurance in tempering the tempests of financial unpredictability.

Learning Objectives:

• Unveiling the Value: Recognise the quintessential significance of emergency funds and their meticulous calculation. 
• Crafting Foundations: Strategies for nurturing and sustaining Emergency Funds.
• Exploring Insurance Avenues: A panoramic journey through diverse insurance coverage options. 
• Guardians of Security: Harness the power of Risk Assessment and the shield of Insurance. Symphony of Integration: Weaving Emergency Funds and Insurance into the fabric of Financial Planning. 
• Wisdom of Decision-Making: Guiding the compass towards Informed Choices in Insurance Coverage.

Why should you attend?

• Emerge equipped to navigate the labyrinth of financial uncertainties with skill and aplomb. 
• Unearth the art of safeguarding your valuable assets, harnessing the tool of insurance. 
• Forge the bedrock of resilient financial well-being, ushering stability and tranquillity into your future.

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? 

Emergency funds and insurance program extends a gracious welcome to all who harbour a desire to enhance their personal and financial management prowess

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

Emergency funds and insurance is a 2-hour Instructor Led program.

Session Flow

• Embarking on the Financial exploration: Pioneering the importance of Emergency Funds in the tapestry of Financial Planning. 
• Crafting the Reserve: Immersive discussions and practical exercises unravel personalised Emergency Fund Strategies. 
• Exploring the Panorama of Insurance: Navigating the mosaic of Insurance Coverage Options. 
• Guardians of Financial Security: Unravelling the potent combination of Risk Assessment and the Shield of Insurance. 
• Integration in Motion: Seamlessly weaving Emergency Funds and Insurance into the framework of Financial Planning.
• A Symphony of Individualisation: Tailoring Emergency Fund Strategies to your unique financial landscape. 
• The Sage's Dilemma: Guiding Informed Decision-Making in the Realm of Insurance Coverage.