MSME Chennai Financial Planning and Wealth Management online course May-June 2021

MSME Technology Development Centre (MSME - DI) Chennai is a branch unit of the Office of Development Commissioner (MSME), Ministry of MSME, Government of India. It not only offers techno-managerial services, but also conducts workshops and training programs in finance, management, law, etc. MSME-DI Chennai has scheduled an online training Government-certified program Financial Planning and Wealth Management on weekends only.

About the course

The Financial Planning and Wealth Management online course is a Government-certified professional course that will be taught by Mr. Abubakr Siddique, SEBI-registered Investment Advisor, and Certified Financial Planner. On successful completion of the course, you will receive a Govt. of India Certificate.

Duration: Two weekends.

Days: Saturday and Sunday.

Dates: 29th and 30th May, and 5th and 6th June 2021.


Course modules

You will learn various aspects of Financial Planning (FP) including-

  • Importance, right approach, identifying goals, setting and planning
  • How to use Goal Sheets and FP Calculator
  • Understanding current Net Worth
  • How to use Assets and Liabilities Sheet
  • How to create a Cash Flow statement and forecasting your financial position
  • Debt Analysis and Management Credit Score
  • Understand and create Investment Policy Statements
  • Risk profile and risk management
  • How to create an investment management portfolio and monitor it
  • Applying for the right insurance and optimum coverage
  • Tax planning and implications
  • Retirement planning
  • Basics of Estate planning

Course fee: Rs.4,720/- (including GST).

Contact information

For registration, more details and queries Ph: 7305168118/7305258658/9159587689. 

Address: MSME Technology Development Centre, CFTI, 65/1, G.S.T. Road, Guindy, Chennai-600032.

Website: www.msmedi-chennai.gov.in/

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