linkedin-tag-img
FOLLOW We-Ace
Enrollment Date: Feb 7, 2022 - May 31, 2023
Note: After Enrollment, you can access content for next 14 day(s) only.
About this course

Do you think investments are not your cup of tea? Or that financial planning and you do not add up together? Well, we are here to help you change that, plus make you financially independent by providing you a healthy money mindset.

This 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.

Who can do this course?

Anyone. No prior finance degree is needed.

What you will learn:

  • The ABCD of wealth
  • The difference between savings and investments
  • The Do’s and Don'ts of financial planning
  • Tax planning
  • Retirement financial planning
  • Protect your family against financial risks
  • Financial planning across life stages
Program Structure

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

About the speaker

​KS 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.

Meet your trainer
K.S.Rao
K.S.Rao
More information about course
  • Duration Duration
    45 Minute(s)
  • Level Level
    Beginner
  • Category Category
    Business and Technical Skills
  • Key Learning Area Key Learning Area
    Financial Planning, Wealth management, Investments
  • Training Format Training Format
    Online Self Paced
  • Certification Certification
    Yes
Meet your trainer
K.S.Rao
K.S.Rao
We don't serve cookies but we sure use cookies to serve you a better experience of our platform. We hope you agree to let us use them.
I agree