About Programme
Managing personal wealth and making informed investment decisions have become essential life skills for professionals. This two-day online programme provides a structured approach to building a solid foundation in personal finance while equipping participants with investment management strategies tailored to their financial goals. Delivered through a mix of conceptual inputs and applied tools, this programme helps individuals take control of their finances, optimise their savings, and design goal-linked investment portfolios.
Programme Objective
Enable participants to assess and improve their personal financial health
Equip participants with goal-based investment planning techniques
Familiarise individuals with principles of asset allocation, diversification, and portfolio review
Empower participants to build a practical, personalised investment blueprint
Pedagogy
The programme will be delivered online using a mix of:
Live interactive sessions with faculty
Real-world illustrations and personal finance tools
Hands-on exercises using Excel
Templates and worksheets to develop a personal financial roadmap
Programme Audience
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Contact us for the further details
Speak with an Advisor
- Contact Person Details
- Programme Content
- Testimonials
- Programme Benefits
Prashansa Uttam
Programme Advisor
S.P. Jain Institute of Management and Research (SPJIMR)
Executive Education Office
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