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Financial Planning For Beginners
Financial Planning For Beginners
Financial Planning For Beginners

Financial Planning For Beginners

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Financial Planning For Beginners | An Online Monsoon Workshop Program | A 2-Day Immersive Online Introductory Financial Planning & Awareness Certificate Training Course | August 2023 | IMPRI #WebPolicyLearning


Financial Planning For Beginners- Workshop

#IMPRI Center for the Study of Finance and Economics (CSFE), IMPRI Impact and Policy Research Institute, New Delhi, invites you to #WebPolicyLearning

An Online Monsoon Workshop Program

A 2-Day Immersive Online Introductory Financial Planning & Awareness Certificate Training Course on

Financial Planning For Beginners

Acing the Path to Financial Planning

Details of the #WebPolicyLearning:

Dates: August 1 & 2, 2023
Tuesday & Wednesday
Time: 7 p.m. – 9 p.m. IST
Platform: Zoom

Course Fee: INR 8,000 (inclusive of GST)
Discounted Fee: INR 5500

Additionally, Bulk Discounts can be availed for groups of more than 5 participants

Registration Form:

Payment Link:

Alternatively, you can use any payment method from here:

NOTE: Please don’t proceed to pay without filling out the registration form given above.
Limited Scholarships are Available to select deserving candidates.
For queries, write to:


Financial planning is the process of creating a roadmap for your financial future. It involves setting financial goals, analysing your current financial situation, and developing a plan to achieve those goals. Financial planning covers various areas of financial goal setting, such as budgeting, saving and investing, financial risk, borrowing and credit, and financial management for retirement, estate, tax, and insurance planning.

Various data techniques will be used in order to guide you on how to invest in the financial market and what type of financial products you should invest in that will be conditional upon your target, age, wealth, and any existing debt you may already have. With respect to the current market situation, Crypto is considered the future of financial investment, so a glimpse of the Crypto Market will be covered in the workshop along with Government securities denominated in Sovereign Gold Bonds (SGBs), Initial Public Offerings (IPOs), Systematic Investment Plans (SIPs), Stock Market Trading and Mutual Funds Investments. Policies related to financial planning that can help optimise working capital financing for a business, such as hedging, aggressive, and conservative, as per the risk levels involved, will be the spotlight for this workshop.

The workshop will give an overview of ideas, methods, and various tools used to manage risk and foster individual and enterprise growth. Furthermore, a description of multiple practices that are in use and analysis techniques for sustainable investments and risk coverage in capital markets that are used to achieve financial goals. The workshop is structured in order to help you understand the basics of investment, including the various types of investments available and the different financial markets that will cover different types of stocks, bonds, and real estate. This workshop will also help in understanding the process of framing objectives, policies, procedures, programs, and budgets regarding financial activities that will lead to an increase in finances in the future. 

Disclaimer: This workshop aims to spread financial literacy and awareness. Please note that we are not SEBI-registered brokers.

Program Experts

Master Class
Prof Nilanjan Banik, Visiting Consultant, IMPRI, New Delhi; Professor and Program Director (BA, Economics, and Finance), Mahindra University, Hyderabad. He is also an Academic Consultant with Geneva Network, United Kingdom; a Senior Consultant with Hankuk University of Foreign Studies, South Korea; and a Visiting Consultant with IMPRI. He earned his PhD in Economics from Utah State University, USA, and a Master of Economics from Delhi School of Economics, India. More about him and his work is available at


Ms Anjali Bawa, Founder of Voila Experts, has been recognized by Indian Achiever’s Club for 30 under 30 and Digital Women 2021 awardee by Google and SheThePeople. She managed an Asset monetization portfolio as a category manager at OYO and is an alumnus of Lady Shri Ram College (LSR), Delhi University, and Vedica Scholars.

Mr Biju E Punnachalil, Chief Risk Officer, South Indian Bank, with over three decades of experience in the banking industry. Over the years, he has handled various senior management roles in a diverse range of functions, including investment management, risk management, international banking, fund management and general banking. He has a Master’s degree from Mahatma Gandhi University and is recognized as a Certified Financial Planner by the Financial Planning Standards Board.

Mr Jayant Borkar, Investment Banker, Corporate Legal Advisor; India Director, Indo-American Global Chamber of Commerce; Co-Founder, Mindful Birthing & Women’s Health Wellness (Part of CornellMaha60 Accelerator) & Managing Partner, Valterra Corporate Advisors LLP

Bhanvi, Visiting Researcher, IMPRI, New Delhi. She is pursuing a Bachelor’s in Commerce (Honours) at Shri Ram College of Commerce (SRCC), University of Delhi.

For Whom

This timely workshop is for everyone who has a keen interest in understanding financial investments. Working professionals, researchers, teaching faculty, civil society members, investors, traders, financial consultants, financial advisors, Accountants, financial planners, bankers, finance enthusiasts, and interested learners would benefit from this workshop.

Benefits of taking the Workshop

Participants would:
• Learn from globally and nationally renowned financial experts and practitioners
• Gain first-hand insights and networking opportunities
• Get workshop outline and reading list from the experts for learning
• Get access to session videos for 15 days
• Receive a certificate of completion
• Get suited to Invest in any Business Venture
• Get financial management skills and investment knowledge
• Gain Financial literacy and awareness of recent financial policies prevalent in the  economy

This is a new initiative by IMPRI, and those who wish to be part of team IMPRI will be given an opportunity to interact, build connections and get membership of the Financial Group and Community of experts, enthusiasts, and eager learners for better understanding and development related to various financial matters.

Upon successful completion of the program, each participant will be awarded a Certificate of Completion.

Program Modules & Sessions:

Day 1 | August 1, 2023 (Tuesday)
Theme: Sustainable Investment Techniques

Session 1
7:00 – 7:30 pm | Ms Anjali Bawa | Entrepreneurship & Financial Planning – Leading by an Example

Session 2
7:30 – 8:00 pm | Mr Jayant Borkar | Investments, Risks & Financial Planning for Beginners – Way Forward

Session 3
8:00 – 9:00 pm | Prof Nilanjan Banik | Equity investment, Real Estate Investment, Exchange Traded Funds, Investing in Funds outside India, for example, in Europe and the US

Day 2 | August 2, 2023 (Wednesday)
Theme: Tools to Attain Financial Independence

Session 1
7:00 – 7:30 pm | Mr Biju E Punnachalil Investments, Risks & Emerging Technologies – Impact & Way Forward

Session 2
7:30 pm-9:00 pm | Prof Nilanjan Banik | Investing in Commodity: Gold/Silver, Index Funds, Insurance Product: Life/Term, Introduction to Cryptocurrency, Mutual Fund Investment, Mutual Debt Investment, Hybrid Mutual Fund


Dr Simi Mehta, CEO & Editorial Director, IMPRI
Dr Arjun KumarDirector, IMPRI


Financial Planning For Beginners- Workshop

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Event registration closed.

Date And Time

01/08/2023 @ 07:00 PM to
02/08/2023 @ 09:00 PM

Registration End Date



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