Module Dibase Centro Lykeio Empeiros

Details the Basic Module The Intermediate Module The Senior Module The veteran module

This module is designed for Professionals with work This module is designed for Professionals with work This module is designed for Professionals with work This module is designed for Professionals with work
For
experience of lesser than 2 years or earning experience between 2 to 5 Years or earning income experience between 5 to 10 years or income experience above 10 years or income above 10
Whom income of less than 1.5 Lakhs Per Annum between 1.5 Lakhs to 5 Lakhs Per Annum between 5 to 10 lakhs Per Annum Lakhs Per Annum

This module will give the participants a thorough This is a sophisticated module for high net worth
This module will give the participants a stepping
understanding of fundamentals of money The module will give the participants an in-depth individuals, with special emphasis on advanced
stone to move into higher levels of investments
Deliverables management and methods to create wealth. The view of higher levels of tax-planning as well as options in wealth creation. This module will
and wealth creation. There will also be higher focus
topics to be covered will emphasize on three Portfolio management. emphasize on advanced investments and have a
on Income tax.
aspects – Save-Invest-Protect. focused session on hedging tools

1. Fundamentals of Financial Planning Workbook 1. Fundamentals of Financial Planning Workbook 1. Fundamentals of Financial Planning Workbook 1. Fundamentals of Financial Planning Workbook

2. Basics of Personal Finance Handbook 2. Basics of Personal Finance Handbook 2. Basics of Personal Finance Handbook 2. Basics of Personal Finance Handbook
worth INR 250/- worth INR 250/- worth INR 250/- worth INR 250/-
Take away
3. Certificate. 3. Certificate. 3. Certificate. 3. Futures & Options workbook

4. Free subscription to newsletter TONIC 4. Free subscription to newsletter TONIC 4. Free subscription to newsletter TONIC
4. Free Financial Health Check-up
(Topics of Need Interest and Concern) for 6 months. (Topics of Need Interest and Concern) for 12 months. for 6 months.

a. Financial Goals a. Financial Goals a. Financial Goals a. Financial Goals

b. Converting Financial Goals to Numbers b. Converting Financial Goals to Numbers b. Converting Financial Goals to Numbers b. Converting Financial Goals to Numbers
c. Goal Based Investing c. Goal Based Investing c. Goal Based Investing c. Goal Based Investing
i. Milestone Planning i. Milestone Planning i. Milestone Planning i. Milestone Planning
ii. Retirement Planning ii. Retirement Planning ii. Retirement Planning ii. Retirement Planning
iii. Insurance Planning iii. Insurance Planning iii. Insurance Planning iii. Insurance Planning
d. Financial Tools d. Financial Tools d. Financial Tools d. Financial Tools
e. Debt Reduction e. Debt Reduction e. Debt Reduction e. Debt Reduction
Content f. Wealth Creation f. Tax Planning f. Tax Planning f. Tax Planning
i. Tax Workings i. Tax Workings i. Tax Workings
ii. Financial Investments ii. Financial Investments ii. Financial Investments
iii. Housing Loan – Is it for me? iii. Housing Loan – Is it for me? iii. Housing Loan – Is it for me?
g. Wealth Creation iv. Advanced Options iv. Advanced Options
g. Wealth Creation g. Wealth Creation
i. Standard Options
ii. Advanced Options
iii. Exotic Options