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Course Details

Date: Mar 28, 2024

Time: 3.00 to 5.00 pm IST

Mastery of budgeting and financial planning constitutes a pivotal facet for those aspiring to carve a path to financial prosperity. We offer an illuminating insight into this vital arena, infusing your financial journey with pearls of wisdom drawn from the corporate realm. Through this training, you'll unearth the intricacies of sculpting a budget, meticulously tracking expenses, and erecting financial goals that stand as a testament to your ambitions. 

This voyage isn't confined to the career stage—it caters to all, be it those embarking on their professional journey, orchestrating household finances, or meticulously shaping retirement dreams. This training primes you to steer your financial ship with astuteness, tapping into key concepts such as cash flow governance, prudent saving tactics, sagacious debt management, and the orchestrations of investment planning. Equip yourself with the prowess to make sagacious financial decisions, each resonating with the symphony of a prosperous future.

Learning Objectives

  • The Foundations: Unveil the bedrock of Budgeting and Financial Planning. 
  • Sculpting Dreams: Art of setting Financial Goals. 
  • Masters of Cash Flow: Navigate the ebb and flow of Cash Management. 
  • Wisdom of Investment: Glean strategies that multiply your financial arsenal. 
  • Eminent Debt Management: Forge a future unburdened by debt. 
  • Charting Retirement Dreams: Paving a golden path towards retirement. 
  • The Flux of Finances: Master the art of adapting to evolving financial landscapes.

Why should you attend? 

  • Harness the reins of personal finances, steering the course with an informed hand and a discerning mind. 
  • Immerse yourself in the world of investment strategies and prudent planning, cultivating a garden of sustainable wealth. 
  • Lay the bricks for a golden retirement, etching your name in the annals of financial well-being and triumph.

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? 

The budgeting and financial planning program extends a warm embrace to all who yearn to empower themselves with invaluable knowledge, fostering the art of astute financial management.

Program Structure

Budgeting and Financial Planning is a 2 hours program Instructor Led.

Session Flow 

  • Unveiling Financial Prowess: Navigating the profound impact of budgeting and financial planning. 
  • Budgeting in Action: Interactive group activity—fashioning a personal budget and dissecting expenditure patterns. 
  • Sculpting Financial Horizons: Embarking on a journey to set financial goals and orchestrating cash flow. 
  • The Tapestry of Investment: A tantalising glimpse into investment strategies and the art of retirement planning. 
  • Navigating Stormy Seas: Equipping yourself to adeptly steer through shifting financial landscapes.

Know Your Trainer

Get your certificate of completion

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  • DURATION 2 Hour(s)
  • LEVEL Entry Level (0-2 years), Junior Level (2-7 years)
  • FORMAT Online Instructor Led
  • CERTIFICATION Yes
  • Academy Wellbeing
  • Topics Financial Wellness
  • KEY LEARNING AREA Cash flow management, Saving strategies, Debt management, and Investment planning.
  • SKILLS Credit Management, Financial Management, Investment Knowledge
  • BEST FOR The budgeting and financial planning program extends a warm embrace to all who yearn to empower themselves with invaluable knowledge, fostering the art of astute financial management.
  • TRAINER WeAce

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