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Workshop

Financial Planning Workshop

Manage Your Wealth | A Hands-On Workshop

Earn
Manage
Grow
Protect
₹17,700 Excl. GST
2 Days Classroom
20 Hours Self-Paced
4 Modules Curriculum
Enroll Now
About Who & What Modules Format Fee Register FAQ
What is Manage Your Wealth?

How to Manage Your Wealth?

Most people earn money. Very few know how to Manage, Grow, and Protect it effectively. This workshop changes that. A practical, calculation-driven, execution-oriented workshop designed to help you take complete control of your financial life. This is not about selling products, it's about empowering YOU to build, manage, and optimize YOUR own financial plan with confidence.

Who Should Enroll

  • Mid- to Senior Professionals
  • Ambitious Business Owners
  • Motivated Learners
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What You Will Learn

  • SMART Financial Goals
  • Beat Inflation & Eliminate Debt
  • Independent Decision-Making
  • Market Risk Navigation
  • Tax-Efficient & Retirement-Ready Portfolio
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Hands-On, Not Hypothetical

  • Portfolio Templates
  • Planning Calculators
  • Analysis Platforms
  • Case Study Frameworks
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Curriculum

Four Modules. One Complete Plan.

A progressive learning journey from self-assessment to full portfolio construction, taught through live activities, not passive lectures.

  • Financial Planning Process : Balancing safety and growth through life stages
  • Goal-Based Investing : Saving for specific goals vs. buying financial products randomly
  • Personal Finance Analysis : Checking your financial health and tracking cash flows
  • Risk Assessment & Suitability : Self-risk assessment and decoding behaviours and mindsets
Activity: Know your risk appetite · Convert your dreams into achievable goals

  • Asset Classes : How diverse asset classes balance risk and returns
  • Equity, Debt & Mutual Funds : Suitable products aligned to your goals
  • Insurance : What risk to cover and how much to cover
  • Alternatives : The role of non-traditional products in your portfolio
Activity: Asset class mapping Aligned to your goals and risk-return expectations

  • Equity Investing & Analysis : Navigating short-term volatility, long-term wealth, and screening parameters
  • Debt Market Instruments : Understanding that not all debt is risk-free and guaranteed
  • Mutual Fund Evaluation : Comparing active vs. passive strategies and choosing suitable MF schemes
Activity: Portfolio analysis & fund selection case study

  • Portfolio Construction : Asset allocation and rebalancing strategies for short and long-term goals
  • Tax-Efficient Investing : Strategies to optimize tax impact on investment returns
  • Retirement & Estate Planning : Achieving financial independence and leaving wealth for the next generation
  • Leverage & Risk Management : Managing your loans and liabilities
Activity: Build asset allocation pyramid and model portfolio
Learning Format

Classroom Intensity, Self-Paced Flexibility

A blended learning design that respects your schedule while ensuring genuine depth.

2
Days Classroom

Full-day in-person Saturday & Sunday sessions immersive and practical.

2
Live Online Sessions

Interactive follow-up sessions to reinforce and deepen your learning.

20
Hours Self-Paced

Access recordings, calculators, and templates anytime at your own pace.

Investment

Workshop Fee & Inclusions

₹17,700
Inclusive of GST
  • Study Material & Practical Toolkits
  • Case Studies & Portfolio Simulations
  • Tea, Coffee, Snacks & Lunch on Classroom Days
  • Industry-Leading Fund Manager / CIO Faculty
  • Completion Certificate from FinX Institute (formerly BSE Institute)
  • Lifetime Access to Workshop Materials

Exclusions: Travel, Boarding & Lodging

Frequently Asked Questions

Quick answers to help you plan your workshop enrollment.

The classroom workshop is currently conducted in Mumbai, Delhi, Kolkata, and Bangalore. Participants from across India can attend the self-paced learning components and access all workshop resources.

No. The workshop is designed for both beginners and individuals with some investment experience. Concepts are explained in a practical, easy-to-understand manner, allowing participants to apply what they learn directly to their own financial situations.

Yes. The workshop covers the fundamentals of equity investing, debt instruments, mutual funds, insurance, and alternative investments. You will learn how to evaluate different investment options and understand which products may be suitable for your financial goals and risk profile.

Absolutely. Financial planning is most effective when started early. Whether you are beginning your career or already established professionally, the workshop helps you build a structured approach to goal-setting, investing, wealth creation, and long-term financial security.

Yes. Through practical exercises, calculators, templates, and case studies, participants learn to assess their financial position, define goals, evaluate risks, and create a personalized financial planning framework they can implement immediately.

Yes. All participants who complete the workshop receive a Completion Certificate from FinX Institute (Formerly BSE Institute), a trusted name in financial education with a strong industry legacy.

Yes, arguably even more so. Understanding financial planning principles enables you to have more informed discussions with your advisor, evaluate recommendations objectively, and ensure your portfolio is aligned with your long-term goals and risk tolerance.

No prior preparation is required. However, having a general understanding of your income, expenses, existing investments, liabilities, and financial goals can help you derive greater value from the practical exercises and planning activities.

Unlike product-focused seminars, this workshop focuses on financial planning fundamentals, goal-based investing, portfolio construction, risk management, and wealth-building strategies. The emphasis is on helping you make informed financial decisions rather than promoting specific products.

Yes. Participants who wish to develop deeper expertise in financial planning can enroll in FinX Institute's Accredited Wealth Planner (AWP) Course. Upon completing the AWP program, you can earn a Financial Planning Certification. The workshop serves as an ideal foundation, introducing you to the core concepts of financial planning, portfolio construction, risk management, and wealth creation that are explored in greater depth throughout the certification program.

Yes. Corporations, organizations, colleges, universities, and academic institutions can nominate individuals or groups for the workshop. Bulk nominations can be accommodated, subject to seat availability. For customized batches, corporate training requirements, or institutional partnerships, please contact the FinX Institute team for further details.

Ready to Take Control of Your Financial Future?

Seats are limited. Join professionals across Mumbai, Delhi, Kolkata & Bangalore.

Enroll Now - ₹17,700
Register Now