Overview
The program consists of 7 interactive sessions, each focusing on a specific area of financial literacy. Sessions will include presentations, real-life case discussions, practical exercises, and Q&A rounds.The program consists of 7 interactive sessions, each focusing on a specific area of financial literacy. Sessions will include presentations, real-life case discussions, practical exercises, and Q&A rounds.
Our Trainers
Dr. Priya Pacholi
Designation: Assistant Professor
Field of Expertise: Corporate Law
Experience: 8 yrs
Dr. Bhawna Sharma
Designation:Assistant Professor
Field of Expertise:Accounting and Finance
Experience:15 yrs
Dr. Manorama Singhade
Designation: Associate professor
Field of Expertise: Working capital / finance
Experiece:24 yrs
Ms. Aditi Kichlu
Designation: Assistant Professor
Field of Expertise:Applied Economic, Marketing
Experiece:3 yrs
CS Chitra Shridhar
Designation: Assistant Professor
Field of Expertise: Academic and Industrial (Business laws)
Experiece:9 yrs
Ms. Aarti Upadhyay
Designation: Assistant professor
Field of Expertise:Commerce
Experiece:14 yrs
Ms Ratna Raghuwanshi
Designation: Assistant Professor
Field of Expertise: Taxation , Corporate Law
Experiece:5 yrs
Modules
COURSE PLAN
|
Day |
Date (Day) |
Time Slot |
Session Topic |
Evaluation if any scheduled |
Trainer Name and Affiliation |
|
Day 1 |
4-8-2025
|
02:30 PM – 04:30 PM |
Introduction to Financial Literacy & Financial Planning |
- |
Dr. Priya Pancholi |
|
Day 2 |
5-8-2025
|
02:30 PM – 04:30 PM |
Budgeting and Managing Household Expenses |
- |
Dr. Bhawna Sharma |
|
Day 3 |
6-8-2025
|
02:30 PM – 04:30 PM |
Saving and Investment Fundamentals
|
- |
Ms Ratna Raghuwanshi |
|
Day 4 |
7-8-2025
|
02:30 PM – 04:30 PM |
Insurance and Emergency Planning |
- |
Ms. Aaditi Kichlu
|
|
Day 5 |
8-8-2025
|
02:30 PM – 04:30 PM |
Age-Based Asset Allocation and Retirement Planning
|
- |
Dr. Manorama Singhade |
|
Day 6 |
11-8-2025
|
02:30 PM – 04:30 PM
|
Tax Awareness and Legal Responsibilities
|
- |
CS Chitra Shridhar |
|
|
|
||||
|
Day 7 |
12-8-2025
|
02:30 PM – 04:30 PM |
Digital Finance & Record Keeping
|
- |
Ms. Aarti Upadhyay |
Outcomes
Course Outcomes (COs)
By the end of this course, learners will be able to:
CO1. Understand the foundational principles of personal finance, including budgeting, saving, and spending wisely.
CO2. Develop realistic financial goals and create strategic plans to achieve short-term and long-term financial objectives.
CO3. Demonstrate knowledge of income management, investment options, and asset allocation across different life stages.
CO4. Apply techniques to manage debt, credit, and financial risks effectively, ensuring long-term financial stability.
CO5. Analyze the importance of insurance, emergency funds, and retirement planning for future financial security.
CO6. Interpret financial records and statements to make informed decisions regarding tax planning and financial tracking.
