Personal Financial Management

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Park Street, Kolkata

Course ID: 44152

Park Street, Kolkata

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Vivek Bajaj

ACA, CS, IIM (Indore)

About Vivek Bajaj

He is the founder director of Kredent Academy and is extremely passionate about education. He started the academy as a mean to give back to society and also to solicit good talent to join his financial market venture. He is an active financial market participant and loves to contribute to the complete ecosystem. He is part of various committees of exchanges and regulator and has been an active contributor in the evolution of Indian Derivatives Market.He has been speaker in various colleges and higher institutions including IIT and IIMs. He is a Chartered Accountant, Company secretary and also holds the Post Graduate Management degree from IIM Indore.He lives in Kolkata with his wife Etee, a beautiful daughter Aishani and Twin Boys Ishaan & Vivaan.
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About the Course


Introduction


Personal Financial Management is a course designed to empower participants with knowledge that will help them resolve their personal financial problems wisely and effectively.


The course gives a basic insight of Equities, IPOs, Derivatives, Technical Analysis, Fixed Income Market, Macroeconomics and Financial Planning as well as Wealth Management. Financial planning includes goal setting, retirement planning, college funding, business planning or whatever your needs may be. It also includes asset allocation, preparing individual stock and bond portfolios, monitoring and rebalancing the portfolios and tax management. The tasks of optimizing family assets and retirement plan design fall under the category of risk management cannot be negated from wealth management, one must analyze insurance; stock options exercise strategy, manage concentrated positions and protect assets.


In todayĆ¢??s world of negative real interest rate i.e. interest rate adjusted for inflation, the biggest challenge is to beat the inflation. With the Personal Financial Management course, a retail investor, HNI, professional gets enough knowledge about financial products, financial markets, and financial planning that they would start believing in their ability to generate a higher return on their investments. Above all personal finance, training can make you independent and lead your life with respect.




Highlight


Students enrolling for the Personal Financial Management course would be trained on the process and steps of selecting stocks and investing in stock markets, financial planning, features of various products involved in implementing the plan, like, mutual funds, life insurance, structured products, bonds debentures and debt funds, taxation of various investment products apart from financial planning calculations in MS-Excel.



  • Discussions closest to the real world

  • Open platform to interact with experienced market participants-cum-faculty

  • Relevant online and offline study material developed by Kredent Academy

  • Balanced exposure of theoretical and practical aspects in detail




Objectives


The objective is to equip the participant with necessary stock market theoretical and practical know-how so that students can apply the same in researching equity markets for wealth creation either directly or through indirect instruments. It introduces you to the process of how to find and analyze companies, determine the risk of a stock investment or trade, proper entry and exit time of the stock, understand why markets move the way they do, and helps you choose the capital market trading style for your personal goals using correct approach to financial planning.


Wealth Management course intends to help the participants acquire the knowledge on process and products which are required to operate ethically and invest responsibly in the current highly regulated financial services markets. This programme will also help the participants to respond to the challenges posed by the changing nature of the financial products landscape. Students here will be exposed not only to the theoretical concepts but also their practical applications for becoming wealthy. It will also provide opportunities for students to apply academic skills practically in their personal life.


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