Fwd: Financial Education Week : Jan 30th – Feb 4th
Deepa Nittala
Financial Education Week 2017 is an independent, not-for-profit national initiative, jointly set up by AIWMI (Association of International Wealth Management in India) & NISM (National Institute of Securities Markets) to promote the importance of financial literacy. The core idea behind the Financial Education Week is to educate everyone on how they can take simple steps to improve their finances and create wealth. Financial Education Week is held annually in January. This year, it is being run from Mon, Jan 30th to Fri, Feb 4th 2017.
I, Deepa Nittala and Mr Rajesh Minocha are Certified Financial Planner Professionals with over 40 years of experience together in Financial Services Industry . We are volunteers in this National campaign and are here to actively contribute to India's drive for spreading financial awareness in the society . We are reaching out to corporates and communities with regards to this initiative. However, since it is a time bound program, we have 12 sessions lined up between 30th Jan (Friday) to 4th Feb (Tuesday). There will be 2 sessions per day: 11 a.m to 1 p.m and 2.30 p.m to 4.30 p.m. This would also include free one on one personal consultation, if needed by people.
These sessions are free of charge and have no selling involved of any products/services by the volunteers.
Action item for you:
Since there are only limited sessions during this finance literacy week, if your corporation/community is interested in benefiting from the same, kindly confirm your participation. The confirmation would be done on a first come first serve basis. Connect /refer us to your HR to conduct a session at your company premises during the above mentioned dates.
Additionally, if you would like to customize and choose any of the topics listed below, then please let us know and we shall accommodate the same in our content.
1. Family Financial Planning
2. Factors affecting our Retirement
3. Family Financial Wellness
4.How to choose the right Financial product for the right need
5. How to Plan for children's future
6. Debt Management - choose your loans wisely.
There are awards for the companies which would help this initiative to benefit their employees. Watch out for this space to know more ...
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB Ltd.Sent: Wednesday, November 16, 2016 12:09 PM
Subject: Volunteer Invitation- Financial Education Week 2016
Greetings from Association of International Wealth Management of India (AIWMI) !
We are pleased to inform you that AIWMI & NISM are jointly organizing the 2nd annual Financial Education Week 2016 across India in January.
About the Initiative:
Financial Education Week is an independent, not-for-profit national initiative, jointly set up by Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets (NISM) to promote the importance of financial literacy. The core idea behind the Financial Education Week is to educate Indians on how they can take simple steps to improve their finances and create wealth.
AIWMI & NISM propose to organize Financial Education Week annually as part of their efforts to reaffirm and reemphasize the role of financial education in developing the country’s economic and social structure.
Volunteer Invitation:
For education to truly serve its purpose we need to establish partnerships among all stakeholders including those preparing the policies to those working at the grassroots level. The idea tells us that the entire financial services community and not just certain companies must actively participate in enhancing financial literacy levels, for good of investors and a greater good of the society.
The Financial Education Week 2016 will be held in response to the thrust of the honourable Union Government of India to strengthen cooperation among stakeholders in financial services to support the necessary and significant changes to achieve financial equality and education.
Deliverables of Volunteer Partner:
• To organize and deliver atleast one financial literacy session in his respective city on the basis of the format provided by AIWMI & NISM.
Deliverables of AIWMI-NISM:
• To provide the format and content for the session
• To publish the Volunteer and Session details on the Financial Education Week website
• To promote the Financial Education Week pan-India through print and online media
• To engage various stake holders of Indian Financial Services including the Government, Regulators, Media and Financial Institutions in the Financial Education Week activities.
If you would like to register again with an updated profile or would like to nominate others for Volunteer roles, please use this registration link: - http://aiwmindia.us14.list-manage1.com/track/click?u=029791571794dd774ef1d918e&id=1d7e431319&e=3c1e562e25
For further details please get in touch with us at +91 8097661200 / 01 or f...@aiwmindia.com
Best regards,
Team AIWMI
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