Objective
To build financial awareness, confidence, and autonomy in managing personal and family wealth.
Learning Framework
- Understanding Wealth Ecosystems
- Assets, liabilities, structures
- Family wealth vs personal agency
- Investment & Risk Awareness
- Basics of investments
- Risk, diversification, safeguards
- Estate Planning & Succession
- Wills, trusts, inheritance
- Emotional aspects of wealth transfer
- Financial Independence Mind-set
- Overcoming barriers to assuming financial leadership roles and inspire next generation
- Role of women in wealth preservation - Engaging family members in collaborative wealth planning discussions
- Understanding the intersection of financial and physical well-being
- Asking questions without hesitation - Strategies for achieving financial independence and security
- Strategic and Digital Finance for Women Leaders
- Mastering the Essentials of Economics and Digital Finance
- Demystifying Financial Statements and AI based Analytics
- Understanding Fintech and Evolving Financial Markets, Strategic Financial Planning and Analysis
Pedagogy
Simplified finance frameworks, Real-life scenarios & discussions, Expert-led interactive session, Personal finance self-assessment, Group discussion
Outcomes
Better understanding of personal and family wealth, Confidence in financial conversations and decisions, Awareness of financial risks and safeguards, Wealth stewardship mindset, Digital Awareness
