Call : (+91) 968636 4243
Mail : info@EncartaLabs.com
EncartaLabs

Wealth Management

( Duration: 1 Day )

By attending Wealth Management workshop, delegates will learn to:

  • Successfully manage personal wealth
  • Pave the road to riches
  • Become an wealth guru
  • Basics of investing
  • Set goals the S.M.A.R.T way
  • Stride a way out of debt

This Wealth Management training course is meant for anyone and everyone who wishes to become financially successful.

COURSE AGENDA

1

Goals

  • Goals!
  • SMART Financial Goals
  • Target Sum
2

Risk

  • Risk and Emotion
  • Types Of Risk
  • Risk and Goals
3

Cashflow

  • Cashflow
  • Avoiding The Debt Trap
  • Managing Cashflow
4

Assets

  • Choosing The Right Investments
  • Asset Classes
  • Participants Asset Universe
5

Investment Methods

  • Purchase Smart
  • Do's and Dont's of Investments
  • The Review Habit
6

Scams

  • Scan Danger Signs
  • Honest Trading
  • Getting Redress
7

Insurance

  • Insurance and Risk
  • Insurance Policies
  • Optimising Insurance

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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