ONE DAY CLASSROOM –COMPUTER BASED WORKSHOP
LEARN THE MOST IMPORTANT SKILL REQUIRED TO DO FINANCIAL PLANNING –
FINANCIAL PLANNNING MATHEMATICS
Thoroughly confused with Time value of Money (TVOM)? Have failed at understanding the concepts? Want to know more on how these calculations are done and why they are important?
We have the right solution for you. Enroll for a 1 day practical - excel based class to get all the basics right. Become an expert in just one day!
This session will involve practical real case study problem solving and will enable participants to grasp all the techniques of using mathematics and excel for building a successful financial plan.
By the end of the day, participants will understand and be able to:
Calculate Future Value
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Compare & Calculate the Effective & Nominal Rate of Return
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Compare and Calculate the Nominal & Real Rate of Return
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Calculate Present Value
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Calculate Regular Payment
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Identify the types of Annuities
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Build the Loan Amortization Schedule
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Calculate rate of return
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Calculate investment period
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Calculate Present Value of a series of cash flows
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Learn about rate of return using IRR and XIRR
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Who should attend?
Financial Planners, Wealth Managers, IFAs, Bankers, Brokers, Insurance Agents, CPFAs, CFPs, Mutual Fund Distributors, Students.
When & Where?
16th March 2013, Saturday, 10am -5pm
Hotel Park View, Off SV Road, Andheri (W), Mumbai: - 400058.
Workshop fees:
Rs. 3,200/- (inclusive of all taxes)
(Early bird and group discount available)
For registration & additional details, please write to smittal@mittaladvisors.com or Call +919821051725, +91 22 22022043
Trainer’s Profile
The expert facilitator has more than a decade of experience in exceeding expectations for our customers in terms of building their efficacy & efficiency. He has built capabilities of individuals & teams, enabling people to achieve their optimum productivity levels leading a successful career in capital markets and personal finance. He has been a part of Life Insurance & Mutual Fund Industry in pivotal roles for over a decade.
He is a Certified Personal Financial Advisor by NiSM (education institute of SEBI) and an Associate Financial Planner (APF – FPSBI). He has trained over 1,000 Advisors and bankers over the past few years. He also runs a financial advisory practice.
Workshop includes:
· Use of personal Laptops/Computers for practical problem solving
· Lunch, tea, coffee & snacks
· Workbook – Financial Planning Mathematics,
(this includes several situations based on time value of money and enough practice questions to enhance the cognitive abilities required for such situations. )
MAPL Advisors Academy, 171 B Mittal Towers, Nariman Point, Mumbai 400021
Email: smittal@mittaladvisors.com, Tel: +91 22 22022043, +91 9821051725
