Corporate Training on Personal Finances in India

Online Course on Investing & Essential Finances

Our Online Course on Investing and Money Management mimics our corporate training program, and teaches the fundamentals of everything that every adult needs to know about finances
Everyone needs to attend this yesterday!
HR Manager, Bangalore

Learn essential financial fundamentals online, over a weekend

Financial Literacy Program in India - Attendee

The Moneyplanting Program is typically conducted only as a corporate workshop.

If you are part of an organization, please check with your HR about upcoming sessions. This would be the easiest, most cost-effective way to attend the program. If you are unable to do so, or prefer self-funded learning, here are more details about our online program.

Online Course on Investing & Essential Finances - Basic Info

The online course is held on weekends and requires commitments on both Saturday and Sunday.

  • Each day comprises of 6 hours of training.
  • Each session is 1.5 hours long and is followed by a 20 min break.
  • Unlike pre-recorded online courses which are known to have a 98% drop-out rate, this program is conducted as a live session.
  • Attendance to each session is restricted to 25 participants
  • Being a live session, you will be able to interact and ask questions during the program

Online Course on Investing & Essential Finances - Schedule

9:45 AM to 10:00 AM – SETUP & INTRO

10:00 AM to 11:30 AM – SESSION 1 [Investing case studies, Impact of commissions, Mis-selling in India, Inflation, Critical Dos & Dont’s]

Break (20 mins)

11:50 AM to 1:20 PM – SESSION 2 [Fundamentals of Asset Classes: Stocks/Equities, Debt, Gold, Real Estate]

Break (20 mins)

1:40 PM to 3:10 PM – SESSION 3 [Fundamentals of Asset Classes: Stocks/Equities, Debt, Gold, Real Estate]

Break (20 mins)

3:30 PM to 5:00 PM – SESSION 4 [ Mutual Funds: Intro and In-depth]

END OF DAY 1

 

9:45 AM to 10:00 AM – SETUP

10:00 AM to 11:30 AM – SESSION 5 [Income & Taxation, Capital Gains]

Break (20 mins)

11:50 AM to 1:20 PM – SESSION 6 [Insurance, Loans, Tax-saving]

Break (20 mins)

1:40 PM to 3:10 PM – SESSION 7 [Investing Strategies, Life-Pro-tips, Goal based investing, Hype Vs. Reality] 

Break (20 mins)

3:30 PM to 5:00 PM – SESSION 8 [Live Demos – Mutual fund selection, Investment, Consolidated statements]

5:00 PM to 5:30 PM – END NOTES [Continuing education, Sites and resources]

END OF PROGRAM

 

F.A.Q

Though we’ve had several folks with intermediate knowledge levels attend, the program’s  designed keeping a beginner in mind. No prior background of either finances or money matters is needed.

A simple way to test, is to take our quiz on Essential Finances Quiz. Any score of less than 9 would indicate you’ll benefit from the program.

  1. From a learning perspective, the human brain is  capable of only remembering 20% of what is read. But learning from a mixed-mode training like this, is known to have a 70% recall rate.
  2. The program’s use of story-telling, strong visuals, and exposure to investing case studies, makes learning this essential skill surprisingly easy.
  3. More reasons on our homepage here.

The program does not teach Stock trading, Shorting, Short squeezing, Intraday trading and other ways to increase stress and grow or lose money quickly.

The online program follows an Ultradian Rhythm, which is known to enhance learning capacity and improve productivity.

Yes. There’s a full fledged guide called ‘Smart Money Moves’. It’s available on Amazon, Flipkart and in bookstores all across India. There’s no need to pick up the book before the start of the program. However, it makes for essential and highly recommended reading after the session.

Besides overcoming their long-standing fear of finances,

  1. Participants will gain an understanding of financial fundamentals
  2. They will be able to invest as per their goals and milestones.
  3. They will be able to tell apart a good product from a bad one.

All current sessions are  taught by Author Vinod Desai. Sessions post Sep 2020 will be conducted by other trainers.

Please take the Essential finances quiz. Any score of less than 9 would indicate you’ll benefit from the program immensely.

  • Skype for video conferencing. (Zoom has been suspended due to current privacy concerns)
  • Pen and paper to scribble and take notes.
  • Alerts, signup and fee payment info is sent via email to site’s subscribers. You can subscribe here.
  • Attendance to each online event is limited to 25.
  • Seats are reserved upon receipt of program fees and are first come, first serve.
  • If case of an overfill, the fee is refunded.

What participants said

Our participants frequently describe the program as ‘Liberating & ‘Life-changing’.