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My Financial Advisor’s Financial Literacy program will help children to enter the world as financially stable individuals and contributing members of both their family and society. This program will help develop early financial habits and values; practice saving, spending, earning, and philanthropy through a module that is specially developed for children. This includes…

 
For Primary section:

What is money? / Money goals

How do you get money? What do your parents do to get money?
How do you spend money wisely?
Where does your money go?
Piggy bank or saving account?
Investing - Making money work
Investing - Continued
Insurance - Protecting what you have
Philanthropy - Art of Giving
Revision with Games & Activities
   
For Secondary sections:

Where it all begins?

Savings and Budget
Investing: Making Money Work for You…
Media & Promotions - How to avoid Temptations & Peer pressure
Introduction to Debt
Good Debt and Bad Debt
Insurance - Protecting what you have
Taxation: What are Taxes & Basic Concepts?
Philanthropy - Art of Giving + Estate Planning
Why one must plan their finances and how should you do it?
Revision with Games & Activities
   

This program has been designed in an easy to learn format with hands on exercises mixed throughout the curriculum. Children will not only learn to appreciate the value of money but will be well equipped to take prudent financial decisions.

We have conducted sessions successfully at

Crossword outlets of Mumbai

One of the leading international school in Mumbai
For one of our celebrity client’s children and friends
 
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