Call Us: 022-24905134 / +918454049011 Email: camps@networkfp.com
An Investor Awareness PROGRAMS Initiative by

Financial Wellbeing is that state of being wherein a person is making the most efficient use of financial resources, is in a position to absorb any financial shocks, is on track for meeting current & future financial goals, and has a feeling of peace & satisfaction about financial life.

Financial Wellbeing can be achieved by any individual / family irrespective of their income level or wealth level.

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Network FP is the organizer of this initiative / campaign. Network FP is a nation-wide network and a knowledge sharing platform for financial planners & advisors in India. It helps advisors to build a client-centric, process-driven and knowledge-based financial advisory practice through its various training programs and national conferences.

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Financial Wellbeing Camps are a 2-3 Hour educational & interactive programs by personal finance experts & independent trainers organized in companies, housing societies, clubs, associations & colleges to educate the participants on achieving financial wellbeing and help them get started with basics of managing their money in a better & more meaningful way.

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Financial Wellbeing Camps can be organized for stakeholders of the following types of organizations;

  • Companies & Corporates for their employees
  • Clubs, NGOs & Associations for their members
  • Housing Societies for their residents
  • Educational Institutes for their final year students

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Financial Wellbeing Camps are usually organized at the in-house training centres / conference halls of a company or meeting halls / community halls of the clubs / associations / housing societies.

If the organization does not have any hall for the hosting the camp, Network FP on a special request & based on availability of resources will try to arrange an economical venue at a nearby place.

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Audience Size can range anywhere from 15 to 100 participants. However the ideal audience size for a real impactful session is 30-50 participants. We can consider organizing camps for 100 + participants based on availability of resources and trainers.

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Network FP has empaneled Personal Finance Experts as trainers / speakers of the campaign who meet the following eligibility criteria;

  • Qualification: CFP / CFA / CA / CWM / MBA / PG / NISM L1+L2
  • Experience: 5 + Years as a Personal Finance Professional
  • Licenses: SEBI Registered Advisor or AMFI Registered Advisor
  • Declaration: Commitment to Ethical Practices before, during & after the Financial Wellbeing Camps as listed by Network FP

Apart from the above Personal Finance Experts, Network FP has also roped in Independent Trainers who have experience and specialize in conducting Investor Awareness Programs in Financial Services Industry.

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We require about 2 Hours to deliver the sessions for each Camp. Usually 2 sessions are delivered by 2 trainers in 2 hours including QnA session. Most Camps will follow the following format;

Session 1: Financial Wellbeing: Achieving Peace & Prosperity with Money

  • Making the best use of Financial Resources – Income, Expenditure, Assets, Liabilities
  • Being Prepared to face any Financial Shocks – Job Loss, Accidental Disability, Medical Emergencies in family, Death in Family, Natural Disasters
  • Being on track to achieve Financial Goals – Children’s Education, Buying a House, Retirement and other family obligations and personal dreams
  • Attaining Financial Wellbeing – achieving peace and prosperity with “31 Actions”

Session 2: Channelizing Savings into Need-based Investments

  • Avoiding common mistakes of savings and investments
  • Automating your savings and investments to fulfil specific goals & objectives
  • Comparison of Investment Options available for Retail Investors – Risk, Return, Tax, Duration, Liquidity, Suitability etc
  • Understanding and Investing through Mutual Funds

Some of the personal finance experts may customize the content and program structure based on their experience, expertise and specialization. The host organization may also request for customization based on audience needs and requirements.

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Typical the following topics / contents gets covered in each Camp. But our experts can tailor-make the sessions based the audience;

  • Making the best use of Financial Resources – Income, Expenditure, Assets, Liabilities
  • Being Prepared to face any Financial Shocks – Job Loss, Accidental Disability, Medical Emergencies, Death in Family, Natural Disasters
  • Being on track to achieve Financial Goals – Children’s Education, Buying a House, Retirement & other family obligations and dreams
  • Comparison of Investment Options available for Retail Investors – Risk, Return, Tax, Duration, Liquidity, Suitability etc
  • Avoiding common mistakes of savings and investments

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Mutual Fund Companies have been mandated to spend 2 basis points of their Assets under Management by the government regulatory body – SEBI (Securities & Exchange Board of India) on Investor Awareness Programs (IAP). The campaign costs & organizing efforts are being funded by the Mutual Fund Companies from their IAP funds.

Further the campaign is supported by reputed organization like NISM – National Institute of Securities Market, BSE Investor Protection Fund & Outlook Money Magazine.

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NO. Financial Wellbeing Camps initiative is being organized by professional financial advisors with an intention to reach out to consumers, create awareness about need for financial planning and also be of service to society. Each of the expert / speaker gives a declaration in writing to adhere to ethical practices and refrain from any sales or promotional content / activities. However if participants want to avail of services from the financial advisors, they can do so by contacting them directly after the Camp.

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For scheduling the Camp at your place or if you need any further information or assistance, kindly email on camps@networkfp.com / 9892047452 / 8454049011.

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