Course Details

How well do you know your finances and investments? Do you think you need to have a degree in finance to understand where to invest? Absolutely not. This program will help you understand how to do smart investments and secure your future life.

Why should you attend?

  • Safeguard your finances from eroding, and earn maximum returns
  • No risk - No gain. Learn to allocate your investments as per your risk appetite
  • Learn to invest smartly to guard you against inflation and secure your long term financial goals

Know your Trainer:

Reshma Banda, is the Head–Equity & Executive Vice President, Investments at Bajaj Allianz Life Insurance. She is a seasoned expert in financial planning . She has conducted various workshops especially for women. She advises women to take charge, understand their financial needs and helps them plan their finances.


" I enjoyed the structured process of listing down my financial objectives and working on each of them individually.  Reshma  has an art of breaking down the process into byte sized nuggets that are easy to understand"  - Nidhi Sinha,  Project lead in a MNC

"Any woman desirous of understanding the process of financial planning should enrol in this course. There is a wealth of information shared that is not restricted to any particular age group. Very informative. Highly recommended" - Bhavna Gupte, Marketing manager

"I have been investing in the stock market. I now understand how one's risk profile can influence the way one plans and invests. It is a very interesting program. I would recommend it to all women" - Nayantara S, Banker

Who can attend?

Anyone who is keen on investing but don;t know where to start. Also women who want to take charge of their finances and learn to invest smartly.

Program Structure

This is a self paced 40 minute capsule course with Reshma Banda, Head–Equity & Executive Vice President, Investments at Bajaj Allianz Life Insurance. on how women can become self-sufficient and manage their finances.


  • Understand the need for financial planning
  • Difference between financial and investment planning
  • Know your Risk Appetite
  • Planning a Investment Horizon and manage expectations
  • Cash flow management
  • Long term wealth creation
  • Managing finances through various stages of a life cycle
  • Managing inflation

Know Your Trainer

Get your certificate of completion

  • DURATION 40 Minute(s)
  • LEVEL Junior Level (2-7 years)
  • FORMAT Online Self Paced
  • Academy Wellness
  • Topics Financial Wellness
  • KEY LEARNING AREA Financial Planning, Investing, Goal Planning

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