• Knowing basic concepts in financial planning 
• Analysing various financial products for savers and investors 
• Understanding various types of personalities and their financial needs
• Recognizing your financial goals and achieving them
• Having better control on taxes you pay
• Building a finance portfolio suiting your needs
• Reporting of financial planning

• Accounting Professionals
• Budget holders
• Finance Professionals
• Anyone who needs to know about organisational finance

Day 1

• What is financial planning
• Three steps in financial planning process
• Elements of the balance sheet
• The income and expense statement
• The budget
• Why is it important to prepare budget carefully?

Day 2

• The time value of money
• Diversification - 'spreading risk'
• Investment timing
• Saving versus investment
• Products options for savers
• Checking accounts
• Savings account

Day 3

• Certificates of deposit
• Money market mutual funds
• Money market deposit accounts
• Products options for investors
• Common stock
• Bonds
• Preferred stock
• Mutual funds

Day 4

• Real estate
• Commodities
• Metals, art and collectibles
• The five personalities
• Using the five-way classification model
• Risk/Return trade-offs for investors
• Risk/Return position at various life cycle stages

Day 5

• Types of goals
• Investment objectives
• Liquidity: real needs and perceived needs
• Strategies for reducing income tax
• Basics of portfolio management
• Financial planning calculators
• How to write different kinds of financial planning report