Topic 13
Organizing Financial Life & Debt Management
- Organizing Financial Information & Documents
- Protecting Financial Information & Documents
- Emergency Funding
- Debt (Loan) Management Strategies
ProTool
- Family FIDOK Organizer
Topic 14
Wealth Management & Investment Solutions
- Goal Based Investment
- Purpose based Investing
- Timeline based Investing
- Frequency of Investments
- Risk Profile based Investing
ProTool
- Risk Profiling Tool
Topic 15
Health & General Insurance Solutions
- Wealth Management Pyramid
- Health Insurance
- Critical Illness Insurance
- Personal Accident Insurance
- Vehicle Insurance
- Home Insurance
- Complete Insurance Coverage
Pro Tool
- General Insurance Calculators
Topic 16
Life Insurance Solutions
- Risk Management
- Life Insurance
- Why Life Insurance?
- Method of Calculating Life Insurance Cover
- Myths and Mistakes around Life Insurance
ProTool
- Life Insurance Calculator
Topic 17
Children's Education & Marriage
- Client Behaviour & Mistakes in Higher Education Consultancy
- Importance of Higher Education Consultancy
- Higher Education - Perspective
- Step-by-Step Planning for Children's Higher Education
- Marriage Goal Consultancy
- PFP's Role
ProTools
- Children's Future Calculator
Topic 18
House Purchase Consultancy
- Client Needs & Behaviour
- Housing Costs in India
- House Funding
- Property as an Investment (House 2)
- Rent V/s Buy Decision
ProTools
- House Purchase Calculator
Topic 19
Retirement Accumulation Consultancy
- Client’s Behavior Around Retirement
- Why Retirement Consultancy?
- Retirement Corpus – Accumulation Phase
- F.I.R.E
ProTools
- Retirement Accumulation Calculator
Topic 20
Retirement Distribution Consultancy
- Objectives & Challenges post-retirement
- Retirement Monthly Income Generation Strategy
- Retirement Distribution strategies
- Retirement Bucket Strategy
- Suitable Products for Retirement Corpus Management
ProTools
- Retirement Distribution Calculator
Topic 21
Wills & Succession Consultancy
- Estate Planning & Importance of it
- Myths around Estate Planning
- Different Acts of Succession Planning
- Will - Components, Format, Do's & Don'ts
ProTools
- Will template
Topic 22
Income Tax Planning
- Income Tax Planning
- Old Tax Regime – Unlocking Deductions
- New Tax Regime
- How to choose between Old & New Tax Regime
- PFP's Role
ProTools
- Income Tax Calculator - Old & New
Topic 23
NRI Investments & Consultancy
- Understanding Residential Status
- Non- Resident Banking & Repatriation
- NRI Investments
- NRI Taxation
- Non-Resident Insurance Consultancy
- PFP's Role
ProTools
- One Page Financial Report
Topic 24
Asset Allocation Models & Consultancy
- Asset Allocation & Diversification
- Asset Allocation Process
- Asset Allocation Strategies
- Rebalancing
- Common Mistakes & PFPs Role
ProTool
- Asset Allocation & Assumptions
