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Certification Program

Investor Awareness Program

Investor Awareness Program

About the Program

It is a FREE OF COST awareness program, it intends to benefit individuals meets their financial goals, bust myths about investments, plan retirement, stress on importance of living within means, diversification of wealth & achieve "Financial Freedom".

The participants can be students, teachers, employees of different sectors & Entrepreneurs.

This program can be organized Online / In-class for a batch of minimum 25 participants.

To spread financial literacy and create awareness among the different sections of society about the importance of planning.

Program Facts in Nutshell

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One Hour

Duration

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In Class & Online

Format

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Not Applicable

Weekly Effort

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FREE

Fee (exclusive of taxes)

Program Structure

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    Modules

    1
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    Lectures

    1

Curriculum

Interested in knowing the “Financial health of their own”, keen on meeting their financial goal – this is the program. It dwells upon – “investments to be made”. Plans out the major milestones of one’s life and helps to achieve financial freedom

Eligibility

- Any Student, Teacher, Employees of different sectors, Entrepreneurs or any Individual can take this program

- Minimum number of participants required 25

Certification

Upon successful completion of the program each candidate will be issued a participation certificate

Faculty

Ms. Amanjot Kaur, a Banker & Soft Skill trainer from Image Consulting Business Institute, with 21 years of experience in Financial Services, Banking, & Customer Service. She was selected for the Cherie Blair Foundation UK program under Goldman Sachs 10,000 woman program. She is a Certified Investment Advisor & Certified Mutual Fund Distributor Speaker at various panels and guest lectures which include at SBI MF on Personal Finance, Panel speaker on Fintech & Spheres on Entrepreneurship at Udyami at Punjab University, Speaker on Skill building for youth at NSS camp at Punjab University to name some Her role at IFM is to setup new benchmark standards for service excellence and compliance. She has pioneered Financial Literacy and Investor Awareness Workshops in the northern region

Ms. Amanjot Kaur

Director - IFM

Placement

This is an awareness program. No placement services for this program.

Mentorship

No mentorship services for this program

FAQs

It is a FREE OF COST awareness program It intends to benefit individuals meets their financial goals, bust myths about investments, plan retirement, stress on importance of living within means, diversification of wealth & achieve "Financial Freedom". It is a one-hour program.

This program is conducted 'FREE OF COST'.

One need not have any background to investing, anybody can attend this program. Any Student, Teacher, Employees of different sectors and Entrepreneurs can take this program

This can be conducted online & in-class as well.

This will be pre-informed to the participants.

There is no selection process for this program. Minimum batch needs to be of 25 participants.

Please touch base with Mr. Harsimran Singh Dhaliwal ( Head – Client Experience ) on +91 99157 03380 for details.

Enquire Now

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Mr. Harsimran S Dhaliwal
Head – Client Experience

Enquire