Financial Planning
Take charge of your finances and align your money with your short-term and long-term financial goals.
Financial Planning Workshop
Master the Skills to Manage, Grow & Protect Your Wealth
2-day intensive financial planning workshop by FinX Institute (formerly BSE Institute) designed for professionals, business owners, and high-net-worth individuals. Gain practical exposure to financial planning, investment analysis, portfolio construction, risk management, retirement planning, and wealth creation through hands-on learning and real-world financial applications.
2 DaysClassroom · WeekendsFees: ₹17,700
Who We Are
FinX Institute Pvt. Ltd. (formerly BSE Institute) is one of India's leading BFSI skilling institutions with over 30 years of legacy in financial education. Working at the intersection of academia and industry, FinX delivers structured, industry-oriented programs designed to bridge the gap between classroom learning and real-world financial markets.
The Institute provides learners with immersive exposure to capital markets, investment ecosystems, and industry-led learning experiences, connecting classroom knowledge with the realities of the financial services industry.
Industry-relevant skills
Practical real-world exposure
Career support
Program Overview
Everything You Need To Know
Investment Basics | Financial Planning | Portfolio Construction
Financial Independence
Explore the journey from active income dependence to building financial security and achieving long-term financial freedom.
Goal-Based Investing
Develop investment strategies that support life goals such as retirement, education, wealth creation, and lifestyle aspirations.
Wealth Preservation & Protection
Examine the role of insurance, tax planning, risk management, and estate planning in safeguarding wealth.
Practical Financial Decision-Making
Apply financial concepts through real-world case studies, planning tools, calculators, and portfolio analysis exercises.
Wealth Accumulation, Preservation & Distribution
Master the complete lifecycle of financial planning from building wealth to protecting and eventually distributing it effectively.
Available Cohorts
Upcoming Batch Dates
New batch dates will be announced soon.
Why This Program
6 Reasons to Join
Build a Financial Plan Tailored to Your Life Goals
Learn how to convert aspirations such as home ownership, children's education, retirement, and wealth creation into a structured financial roadmap with measurable milestones.
Learn to Make Independent Investment Decisions
Develop the confidence to evaluate financial products objectively and make informed decisions based on your goals, risk appetite, and investment horizon.
Understand How Different Asset Classes Work Together
Explore the role of equity, debt, mutual funds, insurance, and alternative investments in building a balanced portfolio designed to manage risk and generate long-term returns.
Construct a Portfolio That Matches Your Risk Profile
Move beyond generic investment advice and learn practical portfolio construction techniques, asset allocation strategies, and portfolio rebalancing methods used by wealth management professionals.
Master Wealth Protection & Risk Management
Understand insurance planning, tax-efficient investing, debt management, retirement planning, and estate planning to help safeguard and preserve your wealth over time.
Apply Learning Through Practical Tools & Real-Life Scenarios
Work with financial planning templates, calculators, portfolio frameworks, and case studies that enable you to immediately apply concepts to your own financial situation.
Curriculum
Four Modules. One Complete Plan.
A progressive learning journey from self-assessment to full portfolio construction, taught through live activities, not passive lectures.
- Financial Planning Process : Balancing safety and growth through life stages
- Goal-Based Investing : Saving for specific goals vs. buying financial products randomly
- Personal Finance Analysis : Checking your financial health and tracking cash flows
- Risk Assessment & Suitability : Self-risk assessment and decoding behaviours and mindsets
Activity: Know your risk appetite · Convert
your dreams into achievable goals
- Asset Classes : How diverse asset classes balance risk and returns
- Equity, Debt & Mutual Funds : Suitable products aligned to your goals
- Insurance : What risk to cover and how much to cover
- Alternatives : The role of non-traditional products in your portfolio
Activity: Asset class mapping Aligned to your
goals and risk-return expectations
- Equity Investing & Analysis : Navigating short-term volatility, long-term wealth, and screening parameters
- Debt Market Instruments : Understanding that not all debt is risk-free and guaranteed
- Mutual Fund Evaluation : Comparing active vs. passive strategies and choosing suitable MF schemes
Activity: Portfolio analysis & fund
selection case study
- Portfolio Construction : Asset allocation and rebalancing strategies for short and long-term goals
- Tax-Efficient Investing : Strategies to optimize tax impact on investment returns
- Retirement & Estate Planning : Achieving financial independence and leaving wealth for the next generation
- Leverage & Risk Management : Managing your loans and liabilities
Activity: Build asset allocation pyramid and
model portfolio
Program Director
Program Director - Rajendra Kalur
Ex-Board Member, CFA Society of India.
Rajendra Kalur is an Independent Consultant and Financial Educator with over 25 years of experience across Asset Management, Investment Banking, Wealth Management, and Insurance. His expertise spans fixed income markets, macroeconomics, behavioural investing, leadership, strategy, and wealth management.
He has held senior leadership positions at organizations including DSP Merrill Lynch, ICICI Prudential AMC, ABN AMRO, RBS, and Trust Group, and was the Founder Director & CEO of TrustPlutus, a boutique wealth management firm. Rajendra retired from the Board of CFA Society India in 2024 and currently serves on the Board of Multi-Act Trade & Investments Ltd. He has also contributed to capital market policy discussions as the only Indian member of the Global Capital Markets Policy Committee established by the CFA Institute.
A Chartered Financial Analyst (CFA), Rajendra holds an MBA from Cranfield School of Management, UK, and is widely recognized for his contributions to financial education, policy advocacy, and investor awareness.
Fee & Inclusions
₹17,700
Inclusive of GST
- Study Material
- Practical Templates & Calculators
- Portfolio Construction Frameworks
- Case Studies & Simulations
- Industry Expert Faculty
- Completion Certificate
- 3-months Access to Workshop Resources
- Tea/Coffee, Lunch & Refreshments (Classroom Sessions)
Register
Eligibility & How to Apply
Who Can Apply
- Business owners and entrepreneurs seeking better wealth management strategies.
- Investors looking to make informed financial and investment decisions.
- Family business successors preparing to manage wealth and long-term financial responsibilities.
- Homemakers interested in investing and growing their savings.
- Professionals working towards financial security and independence.
How to Apply
- 1Account
Create or Access Your Account
Register or log in with your FinX account to begin enrollment.
- 2Review
Review the Workshop
Confirm the workshop, fee option, and upcoming batch details.
- 3Payment
Secure Your Spot
Add the workshop to your cart and complete payment securely.
FAQ
Frequently Asked Questions
The classroom workshop is currently conducted in Mumbai, Delhi, Kolkata, and Bangalore. Participants from across India can attend the self-paced learning components and access all workshop resources.
No. The workshop is designed for both beginners and individuals with some investment experience. Concepts are explained in a practical, easy-to-understand manner, allowing participants to apply what they learn directly to their own financial situations.
Participants who complete the workshop will receive a Completion Certificate from FinX Institute (formerly BSE Institute). For those looking to build professional expertise and earn a specialized credential in financial planning, FinX Institute also offers the Accredited Wealth Planner (AWP) Program. The AWP is an advanced certification program that explores financial planning, portfolio construction, risk management, retirement planning, and wealth management in significantly greater depth.
This workshop requires a basic knowledge of one's own finances. However, financial planning is most effective and progressive when started early. Whether you are beginning your career or already established professionally, the workshop helps you build a structured approach to goal-setting, investing, wealth creation, and long-term financial security.
Yes. Through practical exercises, calculators, templates, and case studies, participants learn to assess their financial position, define goals, evaluate risks, and create a personalized financial planning framework they can implement immediately.
Yes, arguably even more so. Understanding financial planning principles enables you to have more informed discussions with your advisor, evaluate recommendations objectively, and ensure your portfolio is aligned with your long-term goals and risk tolerance.
No prior preparation is required. However, having a general understanding of your income, expenses, existing investments, liabilities, and financial goals can help you derive greater value from the practical exercises and planning activities.
Unlike product-focused seminars, this workshop focuses on financial planning fundamentals, goal-based investing, portfolio construction, risk management, and wealth-building strategies. The emphasis is on helping you make informed financial decisions rather than promoting specific products.
Yes. Corporations and organizations can nominate individual employees or groups to participate in the workshop. Bulk nominations can be accommodated, subject to seat availability. For group registrations, customized batches, or corporate learning requirements, please contact the FinX Institute team for further details.