About Programme
Build awareness, discipline, and decision-making skills to achieve long-term financial well-being and peace of mind.
"Core objective: To develop a holistic approach to financial well-being that integrates personal financial health, psychological wellness, purpose-driven practice, and sustainable success, enabling participants to thrive professionally while maintaining personal fulfillment and life balance. Introduction: Financial professionals face a unique paradox: they guide others toward financial security while often neglecting their own financial well-being and life balance. This workshop addresses the complete spectrum of financial well-being—from behavioral economics and money psychology to work-life integration, purpose, and legacy. Participants will develop frameworks for achieving authentic prosperity that encompasses financial health, psychological wellness, relational richness, and meaningful contribution. Key Learning Objectives: -Understand the multi-dimensional nature of financial well-being -Understand behavioral finance principles applied to personal finances -Assess current financial health status -Develop mindful relationship with money -Understand the role of relationships in well-being -Integrate personal well-being lessons into client service - "
Pedagogy
A blended, experience-driven approach combining concepts, real-world application, and behavioral insights.
Lectures & Interactive Discussions
Conceptual sessions to build foundational understanding of financial well-being and behavioral finance.
Case Study Analysis
Real-life financial scenarios to explore decision-making patterns and outcomes.
Simulations & Role Plays
Hands-on exercises to practice financial decision-making and client interactions in controlled environments.
Storytelling & Experiential Learning
Engaging stories and activities to simplify complex concepts and reinforce lasting behavioral change.
Programme Audience
Fund Managers & Investment Professionals
Professionals responsible for managing investments and seeking to strengthen decision-making and behavioral awareness.
Mutual Fund Distributors & Advisors
Individuals guiding clients on financial products who want to enhance credibility and client-centric thinking.
Mid to Senior-Level Financial Services Managers
Leaders in banking, insurance, and financial services aiming to improve both professional and personal financial effectiveness.
Professionals Focused on Financial Well-being
Individuals looking to align financial decisions with long-term security, confidence, and purpose.
Programme Benefits
A blended, experience-driven approach combining concepts, real-world application, and behavioral insights.
Lectures & Interactive Discussions
Conceptual sessions to build foundational understanding of financial well-being and behavioral finance.
Case Study Analysis
Real-life financial scenarios to explore decision-making patterns and outcomes.
Simulations & Role Plays
Hands-on exercises to practice financial decision-making and client interactions in controlled environments.
Storytelling & Experiential Learning
Engaging stories and activities to simplify complex concepts and reinforce lasting behavioral change.
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Contact us for the further details
Speak with an Advisor
- Programme Objective
- Contact Person Details
- Testimonials
- Brochure
Prashansa Uttam
Programme Advisor
XLRI - Xavier School of Management
Executive Education Office
NA
NA
NA
https://www.xlri.ac.in
Jamshedpur, India
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