TRAINING COURSES

MID CAREER FINANCIAL PLANNING (AGE 36-45) (ACME STRATEGIC)

TRAINING CODE :
A141

OBJECTIVES :
To assess participants financial status, understand basic financial planning and terms, to learn how to maximize early saving plans, to learn the importance of estate planning, to learn how to finance children education.

CONTENTS :

  • Financial Planning Checklist
  • Financial Planning For Mid Career
  • Saving Plan from Early Career
  • Estate Planning
  • Children Education Fund
  • Investment
  • Develop a Mid Career Financial and early Retirement Plan

METHODOLOGY :
Conveyed through lectures, discussion, workshops, case studies, presentation and brain storming for ideas.

TARGET GROUPS :
All personnel especially Non executive personnel age between 36 to 45.

LEADER / COORDINATOR :
External Trainer / Consultant

OPTIMAL NO OF PARTICIPANTS :
25

DURATION :
2 days