Genius Financial Planning ProgramObjectives:

PRIMARY: At the end of this course, the participants will be in a position to analyse the financial status of the prospect, identify both latent and articulated goals, and draw a suitable financial plan to aid the prospect in realizing his goals with the help of recommended financial instruments.

INCIDENTAL: Qualify the FIVE modules of CFP and gain accreditation as a certified financial planner from FPSB India.

Nos	Topics	Highlights	Hours (Approx)
1	Basics of Financial planning	Time value of Money, Power of Compounding, The advantages of Planning the Financialaspects of Life Using financial Calculators Spread sheets on Laptops	6
2	Risk management	Identifying, Evaluating Risks Options for Risk Management Insurance Solutions	24
3	Retirement planning	Concepts Options available Statutory provisions for the organized sector	20
4	Investment planning	Principles Options available for Indian consumers Options available for NRIs, PIOs and Other Nationals Global Scenarios Drawing meaning from charts and tables	24
5	Tax planning	Statutes, Direct and Indirect Taxes Provisions for deductions Estate provisioning	20
6	Higher Order Concepts and Practices of Financial plan	Drawing the best out of the human potential through financial planning Corporate Financial Plans to realize the dreams of the Small and Medium Entrepreneurs to become Big and Huge Corporations.	20

Methodology:

Class room training with ectures with multi-media tools, and practical case studies

Home work and review

Group studies with paper presentations

Field visits to/ visits by tax practitioners and fund managers' offices/centre.

Value addition:

Training and Coaching course covering : ( 6 Hours)

1. The sales process and the application of the financial plans,

2. Preparing templates for group presentations

3. Optimizing the usage of laptops and wireless technology for marketing

An alumnus to stay update with the salient aspects like tax reforms, relevant trends in global markets, etc.,

Library of a vast collection of books available for free reference*

* Conditions governing the Library of Gopast Centre for Business Excellence for lending will apply

Scholarships:

Deiva Pulavar Thiruvalluvar Award:

Rupees Three thousand for Life Insurance Professionals with a minimum of one year experience.

Mahakavi Bharathiar Award:

Rupees Two thousand for qualified and registered members of MDRT at the time of admission into this program

Dr. Sarvepalli Radhakrishnan Award:

For the student of each batch aggregating the Maximum marks in the internal assessment tests summed up for the whole course (minimum average sum 90%) : Rupees Ten Thousand.

In the Gopast Family Award:

For students who have earlier FULLY undergone either the MDRT courses or Sixer Courses of Gopast: Rupees Two Thousand at the time of admission into this program.

Executive Genius Financial Planning Program

Coaching at your place at scheduled time & contact classes

Objectives:

PRIMARY: At the end of this course, the participants will be in a position to analyse the financial status of the prospect, identify both latent and articulated goals, and draw a suitable financial plan to aid the prospect in realizing his goals with the help of recommended financial instruments.

INCIDENTAL: Qualify the FIVE modules of CFP and gain accreditation as a certified financial planner from FPSB India.

Nos	Topics	Highlights	Hours (Approx)
1	Basics of Financial planning	Time value of Money, Power of Compounding, The advantages of Planning the Financialaspects of Life Using financial Calculators Spread sheets on Laptops	6
2	Risk management	Identifying, Evaluating Risks Options for Risk Management Insurance Solutions	24
3	Retirement planning	Concepts Options available Statutory provisions for the rganized sector	20
4	Investment planning	Principles Options available for Indian consumers Options available for NRIs, PIOs and Other Nationals Global Scenarios Drawing meaning from charts and tables	24
5	Tax planning	Statutes, Direct and Indirect Taxes Provisions for deductions Estate provisioning	20
6	Higher Order Concepts and Practices of Financial plan	Drawing the best out of the human potential through financial planning Corporate Financial Plans to realize the dreams of the Small and Medium Entrepreneurs to become Big and Huge Corporations.	20

Methodology:

Class room training with lectures with multi-media tools, and practical case studies

Home work and review

Group studies with paper presentations

Field visits to/ visits by tax practitioners and fund managers' offices/centre.

Value addition:

Training and Coaching course covering : ( 6 Hours)

1. The sales process and the application of the financial plans,

2. Preparing templates for group presentations

3. Optimizing the usage of laptops and wireless technology for marketing

An alumnus to stay update with the salient aspects like tax reforms, relevant trends in global markets, etc.,

Library of a vast collection of books available for free reference*

* Conditions governing the Library of Gopast Centre for Business Excellence for lending will apply

Scholarships:

Deiva Pulavar Thiruvalluvar Award:

Rupees Three thousand for Life Insurance Professionals with a minimum of one year experience.

Mahakavi Bharathiar Award:

Rupees Two thousand for qualified and registered members of MDRT at the time of admission into this program

Dr. Sarvepalli Radhakrishnan Award:

For the student of each batch aggregating the Maximum marks in the internal assessment tests summed up for the whole course (minimum average sum 90%) : Rupees Ten Thousand.

In the Gopast Family Award:

For students who have earlier FULLY undergone either the MDRT courses or Sixer Courses of Gopast: Rupees Two Thousand at the time of admission into this program.