Financial Awareness Program
SEBI SMART (Trainer)
Empanelled by NSE, BSE, CDSL, NSDL, NCFE, ICAI
Ramnagar, Nainital
Uttarakhand 244715
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Overview
National Stock Exchange is committed to improve the financial well-being of people and it
organizes extensive investor awareness programs in various districts of the country to help
people learn about the basics of financial planning, capital markets, safe investing and to
encourage them to participate in the country’s capital market. In order to meet the objective of
NSE I am pleased to propose an Investor Awareness Program on behalf of NSE.
Our Financial Awareness Program is tailored to meet the needs of corporate employees,
offering comprehensive coverage of personal finance and investment topics. The program
includes interactive workshops, webinars, and one-on-one financial counseling sessions.
Objectives
To enhance financial literacy and awareness among corporate employees, students
empower them with the knowledge and skills to make informed financial decisions,
ultimately leading to improved financial well-being and productivity.
Key Topics
Personal Finance
● Understanding income, expenses, and budgeting
● The importance of saving and investments
● Various venues for long, mid and short term investment
● Do and don'ts in investment
● Pros and Cons of investment in Shares, mutual funds, gold
● Planning for education and marriage of children, tax planning
Cyber frauds, spam calls, blackmail calls, Ponzi schemes
● How to detect and prevent
● Do and dont’s or safeguards
How to deal with credit cards, loans
● Identification of credit worthiness
● Pros and cons of credit cards
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Target Audience
● Managerial level, Middle level, entry level
● Workers in skilled and semi skilled
● Regular or contractual mode employees
Mode of the event
Workshops: Interactive sessions featuring practical exercises and real-life scenarios.
Webinars: Online sessions for remote employees, including expert speakers and Q&A
segments.
Benefits to Participants
● Improved financial literacy and decision-making
● Greater confidence in managing personal finances
● Reduced financial stress and awareness against fraud calls
Cost
Program will be free of cost.
Duration and no. of participants
Minimum 60 participants for 30 to 60 minutes session
Support required
● Acceptance of the proposal emailed with suitable date and time
● Sitting capacity of minimum 50-60 people
● projector and sound system (not mandatory)
● In case of webinar participants are well equipped to join from Zoom link
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Recent Programs
SRM University, Chennai
Tamilnadu
NSB Academy
Bangalore, Karnataka
GLA University, Mathura
Uttar Pradesh
