Financial literacy - a combination of awareness, knowledge, skill, attitude and behavior -  necessary to make sound financial decisions and ultimately achieve individual financial well-being' is increasingly being recognized as an essential life skill.

As globalization and digital technologies make financial products easily accessible, financial literacy has become one of the major challenges for countries around the world. Globally, the youth are becoming financial consumers early in their lives than ever before and making financial decisions (credit cards, education loans) that can have lasting consequences if not well managed. To connect with the millennials and other group of customers it has become mandatory for executives of financial institutions to have a clear understanding and knowledge of the financial world and its various dimensions.

Learning Objectives:

  To have a complete overview of the Indian Financial Markets

  To understand the concepts, terms and distinguishing features of various financial instruments

  To understand various financial statements, ratios and their relevance.

  To have a clear understanding of the financial products

  To learn the framework of personal financial planning.


  LIC in the listed environment, embedded value and opportunities in the financial markets

  Current Economic environment for the Marketing Pitch

  Financial statement analysis/Critical Ratios for Marketing Decisions

  Insurance Accounting/IND-AS/GAAP/IFRS

  Financial arithmetic for Product Analysis

  Understanding financial markets institutions, intermediaries, products

  Insurance investments & Returns from Marketing Perspective

  ULIP and NAV calculations/Mutual Funds

  Competitive Products Analysis (Insurance & Other Sectors)

  Personal Financial Planning

  Accounting & Investment regulations, Sandbox Regulations

Participants Profile:

Marketing Officials in the cadre of Administrative Officers and Assistant Divisional Managers working in Branch Offices and Divisional Offices to be nominated by HRD Department of respective Zonal Offices.

Duration:   3 days

Dates: 09.01.2023-11.01.2023