NATIONAL INSURANCE ACADEMY

PUNE

 

P708 - PROGRAMME ON FINANCE & FINANCIAL MARKETS FOR

NON-FINANCE OFFICIALS (LIFE)

(2025 - 26)

 

Background:

 

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 earlier 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 millennials and other groups 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.

 

Objectives:

 

This program has been developed to impart sufficient understanding of financial investments, financial systems and the relevant regulation thereof, to all those officers who have not been exposed working on the finance and departments in the offices of LIC.  It shall also enhance the capability of the officers to evaluate the relative differences in the yields expected on these competitive opportunities and thus improve their effectiveness in their respective area of operation.

 

Contents:

 

§ Key Economic Indicators & Current Scenario

§  Financial statement analysis – How to interpret a Balance Sheet & Critical ratios

§  Financial Arithmetic: Time Value of Money

§  Understanding Financial Markets, Institutions, Intermediaries, Products & Finance related Terminologies

§  Insurance investments and Regulatory Provisions

§  ULIPs and Mutual Funds

§  Listing of companies and embedded value/ Solvency Margin  

§  Personal Financial Planning

§  Cash Flow and Fund Flow Statements

 

Participants’ Profile:  

 

§  All Non-finance Officials in admin & marketing in the cadres AAO/AO/ADM from SO/BO/Divisional Offices, Zonal Offices and Central Office with residual service at least 5 years.

§  The officers working in the SO/BO/DO and zonal offices are to be nominated by HRD department of Zonal Offices.

§  The officers working in the Central Office are to be nominated by CO HRD on the recommendations of concerned CO HODs. 

 

Trainees nominated for this programme in the last two years should not be renominated.

 

Duration:       3 days  

 

Dates:            

          I.     28.04.2025 - 30.04.2025          

       II.     16.06.2025 - 18.06.2025          

    III.     09.07.2025 - 11.07.2025

    IV.     11.08.2025 - 13.08.2025          

       V.     29.12.2025 - 31.12.2025          

    VI.     27.01.2026 - 29.01.2026          

 VII.     16.02.2026 - 18.02.2026          

VIII.     04.03.2026 - 06.03.2026